April 1, 2026
Athene ranked #1 in U.S. annuity sales for third year – Read the bulletin.
Important product & illustration updates
Effective March 28th we are making the following changes:
Review the bulletin for more details.
Answers to Income for Life rider questions
Get answers to frequently asked questions regarding the unique Income for Life rider on Max Accumulator+ IUL.
Questions like:
Corebridge Financial and Equitable Holdings Announce Transformational Merger
Read the announcement.
NOW AVAILABLE - Signature by Text Message
The new feature - signature by text message/SMS - is now available on Gerber eApplications. See this short guide for an overview of what to expect and a few items to assist in troubleshooting any issues.
Income that keeps going
Losing a spouse is hard enough. Losing part of the household income on top of that makes it even tougher.
In scenario #4 from this collection of case studies, each spouse had their own annuity contract with Estate Lock, so when the first spouse passed away, the survivor kept their income and received the full investment amount from the other contract. It’s a thoughtful way to bring added security when it’s needed most.
Changes made to address coverage gaps for top-earning executives
MassMutual has increased issue and participation limits for their Executive Select Program, giving eligible high-earning executives access to more individual disability income (DI) coverage beyond standard thresholds. Learn more and access materials.
MMSD Underwriting
In this issue:
Updated and improved face amounts for our IUL Express (IULE) and Term Life Express (TLE)
Effective April 1, 2026, Mutual of Omaha is increasing the maximum face amounts available on IUL Express (IULE) and Term Life Express (TLE). This enhancement gives producers more flexibility to recommend coverage that better aligns with today’s incomes, mortgages, and protection needs.
The Closing Concept
Beyond the Max: New Strategies for High-Income Professionals
What do you recommend when your high-earning clients have already maxed out their qualified retirement contributions?
Traditional avenues like deferred compensation or Roth conversions don't always offer the flexibility or protection these clients truly need. Most of them are sitting on portfolios heavily weighted toward future taxable income, leaving them vulnerable to rising tax rates.
This Closing Concept offers a strategic “tax-free bucket” pivot using one of Mutual of Omaha’s Indexed Universal Life products. This isn’t just a policy; it’s a precision tool designed specifically for the client.
Express
In this issue:
Make retirement conversations easier with client-ready videos
Introducing the Annuity 101 video series, a collection of short, client-friendly videos you can instantly share on social media to make retirement planning conversations easier with clients and prospects.
New Tools to support agents serving Spanish-speaking clients
North American has expanded their fixed index annuity (FIA) resources with Spanish-language product and consumer materials providing additional tools to support agents serving Spanish-speaking and bilingual clients. Visit the resource hub.
Care Solutions News
In this issue:
Short pays, single pays and 1035 exchanges welcome
Clients need the flexibility to choose a premium option that works best for their needs. Protective Lifetime Assurance UL now accepts short pays, single pays and 1035 exchanges in addition to ongoing premiums for new policies.
Clients can also benefit from:
Life Essentials
In this issue:
AG49-A update – Read the article.
One case. One story. A third bucket for retirement
High earners are maxing out plans and hitting Roth limits. They need another retirement income conversation. That's what we're here to help you deliver. Learn more and watch the webinar replay.
Help clients earn interest in flat markets with trigger rate
What’s the significance of 81%?
It’s the percentage of time when the Nasdaq 100® Index has had returns of 0% or greater since its inception. A trigger rate option that credits interest in flat or positive index years can help support more consistent accumulation. (See the bulletin.)
This trigger rate feature is now available on all Symetra Edge Elite fixed indexed annuity indexed accounts.
Here's how a 7% trigger rate could look:
Sales Flash
In this issue:
