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

Banner Life

Faster decisions, easier processes fuel Banner's rise to #1 in term life. Banner Life became the top U.S. term life insurer through record-setting, profitable growth driven by a focus on faster decisions and easier processes for advisors and clients. Read the press release.

• Lower rates for OPTerm now available
• Large Case Toolkit: talking points, studies, flyers, FAQs

Lincoln Financial

• Introducing Lincoln WealthProtector IUL in California — watch the launch video for an overview of key features.
• Rethink what Term can do for your clients
• Check out our latest Life in Focus — a snapshot of this month's most impactful marketing and financial insights.
• 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

• Flyer: a straightforward look at the cost of life insurance that puts common price misconceptions in everyday context — share it to help clients see how coverage may fit naturally into their financial plan.
• See how PL Promise Term with the Children's Level Term Rider can help families secure coverage in a single, cost-effective policy.
• When clients want to know more about Pacific Life, this is a great place to start — a clear picture of Pacific Life's financial strength and long-standing values.
• Pricing Update for PL Promise Term

Allianz

Big things are coming to help you drive new IUL sales

Watch for these upcoming launches to help you serve the high-net-worth market: our Automatic Risk-Class Upgrade Program returns September 1, automatically offering eligible clients one of our preferred risk classes for a limited time (lower policy charges — a great incentive for new prospects); an expansion of our Global Citizen Program; increased death benefit potential and enhanced capacity for high-net-worth clients; NEW consumer-approved Ensight™ Advanced Marketing stories; and NEW tools for estate planning strategies and business valuation needs.

• Diversify with Confidence: Introducing the New Life Diversification Tool

Columbus Life

• Give clients more than a one-size-fits-all recommendation — learn how our IUL lets you tailor downside protection and indexed growth potential to each client's goals and risk preferences.
• Clients may need retirement funds before age 59½ — review key IRS Code 72(t) exceptions, including substantially equal periodic payments (SOSEPP), to guide informed early-distribution conversations.
• When Social Security or pensions fall short of essential expenses, clients need a plan — discover a practical way to identify income gaps and position guaranteed lifetime income as part of the solution.

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

• Check out the latest news and updates from John Hancock Insurance
• 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

Securian

• Start planning for Life Insurance Awareness Month
• Coming soon! Rate increases on many inforce IUL policies
• Webinar: LTC planning for business owners
• One simple tool, meaningful client conversations — these calculators help turn an important question into a productive planning discussion.

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.

Symetra

• Market opportunity: Accumulator Ascent IUL and high-net-worth foreign nationals
• Sales Flash for July 2026
• Increase your sales this summer with Swift

Prudential

• A new IUL from a name you can rely on
• Cool off with our August Trimester webpage — fresh insights, top planning topics, and a fun quiz to test your knowledge.

Mutual of Omaha

• When it comes to protecting your clients and their families quickly and with minimal hassle, see why Term Life Express® should be your go-to.
• Looking for quick access to indexed universal life product information and marketing materials? DiscoverIUL.com makes it easy.
• Check out our new approach to life producer onboarding at Mutual of Omaha
• The Straits are calling — qualify for Mutual Cup 2027

North American

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

Principal

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

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

Symetra

Enhanced High-Net-Worth Foreign National Program — launched August 6

Symetra's enhanced HNWFN program now offers capacity to $30 million (with a $50 million jumbo limit), improved underwriting risk classifications for key metropolitan areas, eligibility for clients with a minimum global net worth of $1 million, face amounts starting at $1 million permanent / $3 million term, issue ages 20–75 for "A" and "B" countries and 20–70 for "C" countries, availability across fixed permanent and term products with full underwriting up to Table D, and streamlined policy delivery via limited power of attorney (LPOA).

• Download the updated HNWFN program guide

John Hancock

• Webinar: Win more advanced markets business with Protection SIUL 26
• Check out the latest Advanced Market News from John Hancock

Securian

• Resources designed to make an impact

Mutual of Omaha

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

NorthCentral DI

• Are your clients protected if they can still work but can't work the way they did before? Learn why residual disability matters.

Mutual of Omaha

• Confidence starts with the right team — see how our in-house LTC experts support you from application to claims.
• Why the Middle Markets?
• LTC product guide updates
• Confidence starts here

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