May 13, 2026
Safe Money Thoughts
Periods of financial uncertainty often leave clients searching for stability and protection. Fixed annuities offer strong guaranteed solutions, and American National can help you deliver the secure strategies your clients are looking for. Learn more about the benefits of fixed annuities.
Non-Spouse Inherited IRA Support
Support for Non-Spouse Inherited IRAs now available on select Athene products - giving you more flexibility when working with beneficiaries following the SECURE Act changes.
Effective May 4, 2026, you can submit business where the “Deceased Relationship to Annuitant” is a non-spouse, subject to product eligibility and administrative guidelines. Learn more.
Planning opportunities after tax season
In this new episode of Hancock Talks, an attorney breaks down how to leverage the post-tax season window and how it can strengthen your planning conversations. You’ll hear about navigating recent tax legislation changes, strategic retirement asset management, and the role of life insurance in comprehensive legacy planning.
Capital Group Dividend Value (CGDV) ETF Participation
If you have clients looking for growth potential, but are concerned about concentration risk, this strategy offers a powerful solution.
1 Year Capital Group Dividend Value (CGDV) ETF Participation
Express
In this issue:
CareMatters Annuity launching in South Carolina
Effective May 11, 2026, CareMatters Annuity will be available in South Carolina.
CareMatters Annuity is Nationwide’s latest cash indemnity long-term care (LTC) solution; and is already active in Compact states and includes the following features:
The conversation clients avoid, but families remember
When families are forced into end-of-life decisions without a plan, the emotional weight can be overwhelming. But when those conversations happen ahead of time, they become something else entirely…an act of care.
Lori Seaton, Head of Market Enablement, shares her perspective as a daughter navigating unexpected loss and discovering first-hand the difference preparation can make. Read her story.
VersaChoice 10: now even more competitive
With recent rate increases, NAC VersaChoice 10 fixed index annuity (FIA) is now even better positioned to help your clients pursue strong accumulation potential.
Are you reaching every client you could be?
Build trust and unlock new client opportunities. Tune in for a conversation about empowering financial professionals and their clients, focusing on our new Spanish-language materials initiative.You’ll hear more about:
Field News Monthly
In this issue:
May Sales Strategy: The Extended Care Conversation
The May sales kit includes:
SecureCare IV now available in DE, IN, ND and SC
SecureCare IV is Securian’s newest long-term care (LTC) and whole life insurance policy. With this release, SecureCare IV is now available in all states except California, Montana and New York. Discover SecureCare IV sales tools.
Stronger accumulation starts with better design
Updated Income Protection Flex Agreement (IPA Flex) and Income Protection Agreement (IPA) rates are increasing income potential, with average max distributions now up to 11 percent higher on average compared to policies without. The lift is even stronger for some key segments.
This gives you a timely reason to rethink how you design life insurance policies for accumulation and income.
In this article, Securian broke down what they changed and where it matters most.
BOLD solutions for business owners
Business Owner Life-stage Design (BOLD) is a ready-made marketing program for financial professionals to use with business-owner clients.
BOLD helps you guide business owners to the right solution for their current business life stage. Whether they’re fully operational, focused on attracting and retaining key talent, or planning for retirement, BOLD has a solution.
Symetra’s IUL index crediting method makes a difference
Symetra index credits are based on beginning segment values, not the average or ending segment values. That can make a big difference over time, producing:
In fact, this little difference can translate into tens of thousands of dollars for your clients. See how it works.
