Weekly News

Don't get caught with outdated information. Keep yourself informed with the latest news bulletins from our carriers.
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Learn to tell a powerful IUL story

With an additional $6 per day of permanent life insurance premium; your clients could accumulate $700,000.00 in non-taxable retirement income. Learn how to show them how. Get more information by visiting RetireStronger.com/MaxIUL.

Not your parents life insurance

Today's clients are more dynamic and diverse than ever before. Watch this short video to find out why generation matters.

In the Know Newsletter – May 3rd

In this issue:
Review the rate changes that took place in April.
Secure Lifetime GUL 3 in NY receives AAS
Terminal Illness Rider (TIR) available in NY on Select-a-Term and Secure Lifetime GUL 3
AAS and ABR US physician certifications
Policy Delivery Receipt requirements for Foreign National cases
Field Underwriting Guide — revised and in a print-friendly format!
Form revisions when insureds are minors

Annuity rates – effective May 7th

Download the rate sheets.

American Pathway SolutionsMYG enhancements

Enhancements include availability in more states, additional withdrawal charge waivers and a new guaranteed minimum interest rate (GMIR) structure.

Learn more about the upcoming changes, new forms and important transition rules.

Review the new Completing Annuity Paperwork guide to help you through the new application process.


No bulletins this week.

American National
Independent Voice Newsletter – May 2018

In this issue:
Pre-Appointment Background Check Requirements
A Rewarding Experience
Credit Shelter Life Insurance Trust and Signature IUL
Recent bulletins

Annuity interest rates for May

Download the rate sheet.

Century Plus Annuity approved in MD, NJ, WA & WI

Log-in to complete the required suitability training prior to soliciting.

Minimum guaranteed interest rate

The minimum guaranteed interest rate in NAIC states increases to 1.40%

Strategy Indexed Annuity PLUS

The Lifetime Income Rider with Fixed Rate can now DOUBLE THE INCOME BASE in 10 years! Learn more and run a quote.

WealthQuest Citadel Diamond 7

This annuity offers FLEXIBLE PREMIUMS with ability to add additional premiums at any time. Learn more.


No bulletins this week.


No bulletins this week.

Exceptional Risk Advisors

No bulletins this week.


No bulletins this week.

Genworth Financial
In-Force Rate Action announcements

Connecticut Choice 1effective April 30th
Delaware PCS I, PCS II, Choice 1effective April 30th
Nevada Privileged Choice & Classic Selecteffective April 30th
North Dakota Choice 1effective April 23rd

State replacement regulations

Integrity Life
Fixed annuity interest rates for May

Download the rate sheet.

Tools to add value to your client relationships

Social Security Know How
Elephant in the Room
Lifetime Income Planner

Financial facts can reframe how clients see their needs

These Financial Facts can illustrate a point or clarify a need.

John Hancock USA
Spotlight Newsletter

In this issue:
Exceptional underwriting to help you make the sale
Vitality – 3 yeas of proven success
Clearing up the confusion: LTC and Critical Illness riders
Webinar replay - How life insurance can help your clients secure their "Legacy with a Purpose"

Legal & General America

No bulletins this week.

Lincoln National

No bulletins this week.

Minnesota Life

No bulletins this week.

Mutual/United of Omaha
The Extras on Life Protection Advantage IUL

Learn about the value-added features that Life Protection Advantage IUL offers that many competitors don't.

Longevity - The Great Unknown

Use this new brochure to help your clients understand longevity risk, and how a properly-funded Income Advantage IUL policy can help minimize this risk in retirement.

Priority Income Protection - Simple & quick issue DI is here.
Critical Advantage has two great programs in one great portfolio

Learn about Critical Advantage Express and Simplified Underwriting.

Annuity rates have increased – View the rates.

Builder Plus IUL now available in AL, DC, FL, ND & SD
Compare your perceptions

See how well you know the women in your book of business and if there are any potential areas where you can adjust to better meet their expectations. Download the white paper.

Improved annuity suitability forms - coming soon

The new forms will be available May 15, 2018 and required beginning June 15, 2018. The new forms:
- are a full page shorter and easier to complete
- combine both deferred and immediate forms into one
- will soon have a new brochure to answer all your questions and clarify our approach to suitability

Annuity News

In this issue:
Client-friendly website highlights first white paper in series
MYGA rates continue climb
Add your name, contact info to popular flyers
Illustrate withdrawals by dollar amount in addition to percentage
Ways they made it easier to do business with them this month

No bulletins this week.

Pacific Life Lynchburg

No bulletins this week.


No bulletins this week.

Protective Life

No bulletins this week.

Life Essentials Newsletter – May 7th

In this issue:
Lower Pricing on UL Protector coming soon
Fund changes
What the Tax Cuts and Jobs Act of 2017 May Mean to You
Non-U.S. Resident flyer update for China
The Market Doesn't Care When Clients Retire

Royal Arcanum

No bulletins this week.

No bulletins this week.

No bulletins this week.


No bulletins this week.

Voya Financial
Voya News – April 27th

In this issue:
Demographic Change Requests
Voya Annuity Closure Notification

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