Lincoln Financial

Webinar | SECURE Act & IRAs: Key Changes & Planning Opportunities

The SECURE Act fundamentally changed how inherited IRAs are taxed, and many clients still don't fully understand the impact. Join us for a fast-paced 20-30 minute webinar as we simplify the latest rules and show practical planning opportunities that can help clients reduce tax exposure and preserve more of their legacy.

• Register for the webinar

Mutual of Omaha

• Out with the old, in with the new — check out our new and improved Simplified Issue site!
• Strength you can trust. Value that stands out. With United of Omaha's IUL portfolio, financial strength and stability come built in.
• New York Guaranteed ADvantage forms approved

North American

• Start using Life Illustrations today
• What one family learned about planning ahead…

Banner Life

• It's official — Banner Life Insurance Company is #1 for term life insurance in the U.S. according to LIMRA 2026 Q1 sales data.
• Large Case Toolkit: talking points, studies, flyers, FAQs

Lincoln Financial

• Latest edition of The Lincoln Leader
• Rethink what term can do for your clients

Protective

• Seasonal sales idea: using VUL as a wealth accumulation and retirement income planning solution — stay proactive this summer and prepare for a strong finish to the year.
• Future proof your clients' protection needs

MassMutual

• Producer delegate enhancement launched on the MMSD Portal
• Variable product fund substitutions occurred April 24

Pacific Life

• Pricing Update for PL Promise Term
• Charitable Giving Through Life Insurance — help clients build charitable giving into their long-term financial plan.

Allianz

• New IUL diversification tool helps in creating a diversified strategy
• Show clients how IUL can create a legacy and protect loved ones

Columbus Life

• Help business-owner clients understand the differences between common business entities — a quick-reference chart comparing liability, taxation, formation, maintenance, and key considerations.
• Make the Most of These 4 Opportunities for SIUL
• Quick-reference IUL guide — indexed crediting, growth potential, downside protection, and supplemental income opportunities.

Nationwide

• Help clients navigate market volatility with Performance Lock
• Coming soon: Nationwide Multi-Life Guaranteed Issue program

Corebridge

• Don't let your customers' term premiums go to waste
• It's here: Stronger Accumulation IUL is now available (QOL)
• Access a broader range of index strategies for changing markets

John Hancock

• Check out the latest news and updates from John Hancock Insurance
• Join us! Protection VUL: Lock in NLG today — position for premium savings tomorrow

Securian

• Start planning for Life Insurance Awareness Month
• Continue the conversation with Eclipse Accumulator II IUL
• Discover New Accumulation Opportunities with Eclipse Accumulator II IUL

National Life Group

• Detours happen — help your clients plan so the most important people in their life stay on track.
• July 14 is the inaugural Women's Retirement Security Day — raising awareness of the unique retirement challenges women face and encouraging action to strengthen their long-term financial security.
• History of Living Benefits flyer — our long history of offering life insurance products that provide living benefits.

Symetra

• Sales Flash for July 2026
• Increase your sales this summer with Swift
• July is Chronic Disease Month — see how our Chronic Care Advantage Rider can help clients protect against the unexpected costs of a chronic illness.

Prudential

• Help protect clients' legacies with our new IUL
• Cool off with our August Trimester webpage — fresh insights, top planning topics, and a fun quiz to test your knowledge.
• Video: elevating retirement planning with extended care

Principal

• Latest Life & Individual DI Underwriting News
• Help business owners create clarity in uncertain times

National Life Group

Big cases. Less hassle. More capacity.

National Life Group's in-house Large Case Underwriting team includes 20+ dedicated underwriters with more than 250 years of combined experience — expertise and personalized support to help you place business with confidence. Whether the case is over $2 million in underwriting or $35,000+ in commissionable target premium, they're there every step of the way.

• See the Large Case Underwriting Spotlight

John Hancock

Total View Credits now available for more clients

Eligible clients with coronary artery disease (CAD) and Type II diabetes may now be considered for Total View Credits, creating more opportunities for improved underwriting decisions on mildly substandard cases. Eligible clients may receive up to a two-table improvement (to a maximum of Standard) — no additional action required on your part. Submit the case as you normally would and your usual decision notification will indicate if credits were applied.

• Total View Credits flyer

Corebridge

• New in eApp (iGO): streamlined medical records authorization now available
• New in eApp (iGO): streamlined medical records authorization now available (QOL)

Mutual of Omaha

Success with Fluidless Underwriting

When the application and underwriting process feels like a burden, progress can stall. The Fluidless Underwriting Program helps you keep cases moving — watch the video and read how one producer used it to stay in control of a high-value case.

• Watch the video and read the story

Securian

• Underwriting Hot Topic: Clients with international connections

Columbus Life

• Find Opportunities by Pouring on the SERP — learn how this flexible approach to executive compensation and retirement planning can uncover new opportunities with business-owner clients seeking to reward and retain key leaders.

Mutual of Omaha

• Why Advisors Should Stress Test Retirement Income Plans
• See how premium finance funded $50M in coverage
• The August webinar theme is…

John Hancock

• Check out the latest Advanced Market News from John Hancock

Securian

• Three videos that can unlock business-owner opportunities — see how business valuations can help agents uncover planning opportunities, strengthen business-owner conversations, and identify large cases.

Mutual of Omaha

• Start the conversation today — show clients how long-term care insurance can help protect their future and the retirement they've worked hard to enjoy.
• A closer look at the value of LTC claims — reassure clients that with Mutual of Omaha, they can trust we'll be here to pay their claims.

Securian

• Affluent clients should know about this LTC strategy
• SecureCare IV coming soon to MT

NorthCentral DI

• Start the Conversation That Protects What Matters Most
• The Truth About Disability Insurance — 4 Myths That Could Cost Your Clients

OneAmerica

• OneAmerica Training: Hybrid Life & Annuity LTC
• Asset Care eApp Requirement Coming in 2027

Western & Southern

The Most Important Retirement Number

Most clients know their account balance — far fewer know how much guaranteed monthly income they'll have once the paycheck stops. Retirement is funded by income, not account values, and guaranteed income can provide confidence regardless of how markets perform. Client question of the month: "How much guaranteed monthly income will you have before you begin withdrawing from your investment portfolio?" If that uncovers an income gap, a SPIA or Deferred Income Annuity can help create a dependable retirement paycheck.

• See a case study

EquiTrust

Two generations. Two priorities. One competitive edge.

Baby Boomers and Gen X may both be preparing for retirement, but what drives their decisions can be very different. Understanding those differences helps you ask more relevant questions, deliver guidance that resonates, build stronger relationships, and uncover new retirement-planning opportunities. EquiTrust solutions are designed to help you meet clients where they are.

• View the Generational Insights Comparison

Knighthead

Why a Simple Interest MYGA May Be Smarter for Withdrawals

If clients plan to take interest-only withdrawals, simple interest can preserve future earnings — withdrawals don't reduce the interest base since interest is calculated on the initial premium. Most MYGAs use compound interest; Knighthead Life's Staysail MYGA takes a different approach with simple interest, which often results in a higher advertised rate and may be a better fit when clients plan to take withdrawals.

• See what winning with Simple Interest looks like