June 10, 2026
Annuity Watch
In this issue:
Private Credit in the News
Athene has received many questions regarding recent commentary and media coverage surrounding private credit exposure. Athene has always been highly transparent about their investment philosophy and portfolio construction, and encourage you to review their three-part video series, Athene: In Context.
Secure their future with a term conversion
Transitioning your clients to permanent coverage today can provide the long-term security they may need. Visit the "Term-to-Perm Pivot" page for resources!
Today’s clients want speed and ease — John Hancock’s enhanced underwriting delivers
Through John Hancock ExpressTrack, eligible term and permanent cases up to and including $5M have the potential to receive an exam- and lab-free experience along with an instant underwriting decision. And this is just one of several ways they make it easier and faster to move from app to issue. Learn more about their streamlined underwriting.
Deliver UL and IUL faster — and grow your business with it
John Hancock has expanded their enhanced digital policy delivery experience to newly issued UL and IUL products - designed to help you move faster, close more cases, and create a better client journey. See the edelivery guide.
Living Longer. Healthier. Better
In this issue:
Express
In this issue:
CareMatters Annuity to launch in DE June 15th – See the product highlights.
The new annuity conversation
Rising client interest in annuities reflects a growing demand for guaranteed retirement income, creating an opportunity for FPs to guide proactive conversations while supporting greater confidence and stronger retirement outcomes. Read the blog.
Disciplined investing in a politicized climate
Political headlines drive short term volatility, election noise fuels emotional misperceptions, but history shows fundamentals dominate long term returns, reinforcing the value of staying invested. Read the paper.
Retirement planning made simple – or fully customizable
RetireAssist offers FPs flexible retirement plan solutions – either turnkey or customizable – featuring diverse investment options, competitive pricing, and comprehensive support to meet varied client needs.
Simplified screening designed to help support retirement needs
CareMatters Annuity features simplified underwriting with minimal medical requirements, eligibility screening questions, and suitability guidelines, providing long-term care benefits tied to annuity contracts for qualified applicants. Learn about their simple underwriting.
Using a SPIA in Medicaid planning
Income Promise Select helps convert assets into Medicaid-compliant income streams, aiding eligibility when structured per federal rules and attorney guidance while aligning with state requirements and long-term care planning needs. Learn more.
Convert excess assets into a meaningful legacy
Nationwide Heritage Single Premium Whole Life helps clients turn excess retirement assets into a larger legacy, supported by resources to guide FPs from initial conversations through implementation.
The retirement income conversation just got easier
Income Pay Pro fixed index annuity (FIA) is stepping up this summer with competitive Lifetime Payment Percentage (LPP) increases across all ages – creating stronger guaranteed lifetime income opportunities across a broader range of retirement conversations.
Combined with an 8% guaranteed roll-up and increasing income options, Income Pay Pro continues to offer a compelling guaranteed lifetime income story both now and while clients wait. Run an income quote in seconds.
Field News Monthly
In this issue:
June Sales Strategy: Estate Planning for All
Estate planning is a core component of every client’s financial plan. Use this month’s resources to show all clients how estate planning can help them create a lasting legacy that’s more than just the wealth they leave behind.
A sound succession strategy can ensure the value of a business
Whether your client is starting a new business or retiring from a long-established enterprise, a business succession strategy can be essential. When it comes time to transfer a business to new ownership, bold action on succession can ensure the business owner’s hard work and commitment can be turned into value they’ve earned. Business Owner Life-stage Design (BOLD) strategies and tools can help get them there.
Income Protection Flex Agreement (IPA Flex)
See how IPA Flex can help financial professionals improve income potential through smarter Indexed Universal Life (IUL) design. From tobacco and table-rated cases to income-focused strategies, IPA Flex may help create stronger outcomes without increasing premium. Explore resources.
The Scoop
In this issue:
Bridge Income Gaps - Build a Bridge with a SPIA Period Certain Payout
Span a variety of client needs with a Single Premium Immediate Annuity “period certain” payout. It provides a set income for a set timeframe that can help build income bridges. See the sales flyer.
