Securian

Retention limit increase to $10 million

Effective August 1, 2026, Securian Financial increased our internal retention limit to $10 million, expanding our ability to support larger and complex individual life insurance cases, giving you another reason to consider us for your larger opportunities.

• View the reinsurance capacity and retention limits flyer

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 this afternoon's webinar

North American

• Announcing a leadership transition across our organization
• Important Notice Regarding Hyper-funding

Banner Life

• Lower rates for OPTerm now available
• 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

• Check out our latest Life in Focus — a snapshot of this month's most impactful marketing and financial insights.
• Important days to watch in August for economic and market indicators
• Latest edition of The Lincoln Leader

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
• Diversify with Confidence: Introducing the New Life Diversification Tool

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

• New Resource: Participating Whole Life, The Premium Behind the Potential — see how Nationwide Whole Life compares to leading participating carriers on annual premiums and guaranteed values.
• 2026 Continuing Education Webinars — earn CE credits with Nationwide Retirement Institute® experts; live webinars count for both state insurance and designation credit hours. Register now.

Corebridge

• See how the enhanced Max Accumulator+ III stacks up in New York
• See how the enhanced Max Accumulator+ III stacks up in New York (QOL)
• Simplify the path to permanent protection
• Advisors are saving time with Live Chat

John Hancock

• A smarter survivorship solution is here: Protection Survivorship IUL 26
• The conversation around longevity is gaining national attention, and John Hancock is helping lead it
• Check out the latest news and updates from John Hancock Insurance

Securian

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

National Life Group

• Register for the CPA Symposium — build the partnerships behind sophisticated planning. Invite your CPA partner.
• Register with your CPA partner
• 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.

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

• Exclusive: Preview our new IUL
• 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.

Mutual of Omaha

• Turn "not now" into "let's do this"
• Important IOLI and STOLI reminders — please review our position regarding certain life insurance transactions.
• Earn more with Income Advantage IUL — now through the end of the year, eligible sales can help put extra cash in your pocket through the 10% Commission Bonus Program.

Principal

• Do you know your clients' biggest benefits challenge?
• Latest Life & Individual DI Underwriting News
• Help business owners create clarity in uncertain times

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

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

• Expanded retention capacity for your larger life insurance opportunities
• Underwriting Hot Topic: Clients with international connections

Nationwide

New Videos: See Nationwide's Underwriting Advantage in Action

A short video series showing how Nationwide's underwriting team supports large and complex cases — and what sets them apart.

• Holistic Thinking in Action
• The Placement Improvement Program
• How We Stand Out

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

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

• Resources designed to make an impact

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

• Long-term care isn't just about coverage; it's about independence, choice, and helping clients remain at home as they age.
• Addressing the top 5 client objections to long-term care insurance — competitive pricing, flexible benefits, and strong financial ratings give you the confidence to answer objections and close the sale.

Securian

• Rethink the first 90 days of an LTC claim

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