February 25, 2026
Performance and Guarantees Combined
Rate Certainty Annuity stands out with its three powerful performance trigger strategies, all exclusively utilizing a single index. With the upside potential of an indexed annuity and guarantees similar to their Multi-Year Guarantee annuities; this product is an excellent addition to your annuity offerings. Browse the product brochure to learn more.
Advertising compliance – Download the guidelines.
New quick & easy Foreign National tools determine eligibility
Access the new online tool: Foreign National Questionnaire
Plus, check out the updated Foreign National Guidelines for Life Insurance Sales that include the elimination of IRS form W-9 and W-8BEN.
SmartStart Segments: A clearer, stronger first-year story
Improve both your experience and your clients’ first-year policy experience with a powerful new enhancement to our Protection and Accumulation IUL products: SmartStart Segments.
Spotlight
In this issue:
Meet Lincoln WealthProtector IUL – Watch the webinar recording.
Life in Focus
In this issue:
Express
In this issue:
The new Nationwide Indexed UL Accumulator III
In early March, you’ll be able to offer Nationwide Indexed UL Accumulator III to clients who need death benefit protection and tax-advantaged growth. It still has a transparent, low-cost design and now also features some valuable enhancements.These are 2 of the new enhancements that you’ll probably want to learn more about right away:
Website Security Enhancements – Get details that affect your login.
Meet diverse planning needs with Prudential’s survivorship products
Survivorship life insurance is a cornerstone of estate planning—and Prudential’s survivorship suite offers innovative solutions designed to meet diverse client needs. With options to customize the protection, living benefits, and investment options or index-crediting accounts, you can explore opportunities that suit the goals of clients you work with.
Entitlement benefits & life insurance
Incorporating life insurance into clients’ financial plans early can help them optimize their Social Security and Medicare benefits.
Visit the February Trimester page to explore the newest case study that shows how this strategy can also help clients:
Super Preferred Upgrade Program: Extended through July 1st
If clients qualify for a Preferred Non-Nicotine rating on Accumulator Ascent IUL cases, Symetra will automatically bump them up to Super Preferred to bring their overall insurance premiums down even further. See program details.
