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March 3, 2026
The refreshed Annuity Portal is now live, featuring a modern design and improved usability. Learn what’s changed and how you’ll experience a smoother experience.
May 24, 2024
How can you showcase your unique value to clients? Learn more about strategies that can help from Matt Voecks at Pensionmark Financial Group.
Article
April 1, 2025
Women are set to control up to $30 trillion by 2030. Financial advisors have a unique opportunity to tap into this market. Join us in empowering women to achieve financial independence and secure their futures.
October 1, 2025
FIA conversations don’t have to be complicated. The FIA Resource Toolkit gives you simple explanations and key talking points to guide your clients with confidence.
Article
April 1, 2025
If it’s been a while since you’ve done a client review, now may be the time. Discover how reviewing financial goals and considering an annuity refresh can help you maximize clients' account growth and secure their financial future.
May 4, 2026
Managed accounts aren’t a set-it-and-forget-it decision. Your fiduciary process shouldn’t be either. Get insights and guidance from Fiduciary Law Center’s Matthew Eikman, J.D., AIF® and our managed account partner, Stadion Money Management.
Article
July 17, 2024
Where do you stand in offering personalized financial planning and advice? Learn more from our newest Research in Action brief.
March 10, 2025
Learn the differences between money market funds and stable value funds to better guide your clients.
Article
March 5, 2024
We’re always looking to improve the customer experience. Thanks to your feedback, we’re rolling out new options for annual interest payments. See how these new features work.
January 6, 2026
We’re introducing a new certification requirement for all annuity sales to ensure compliance and help safeguard clients. Learn what’s required and how submit the form.