BOLD Solutions for Business Owners
A sound succession strategy can ensure the value of a business Whether your client is
Securian Financial
[REPLAY] A Tale of Two Families from Securian
Recorded 05/14/2026 Join us as we explore the contrasting stories of two fictionalized multigenerational families, the
Update to Thoracic Aorta Underwriting Approach
We’ve updated our underwriting approach to thoracic aorta cases, bringing clearer risk assessment and more
IPA Flex Recap: Case Studies, Sales Ideas and Smarter IUL Design
This month, we focused on how Income Protection Flex Agreement (IPA Flex) can help financial
Semi-Monthly Annuity Rate Notification Effective 06/01/2026
When it comes to your clients achieving their retirement goals, financial strength matters. The guarantees
Underwriting Hot Topic: Updated Chronic Pain Guidelines
Updated chronic pain guidelines support smoother underwriting We’ve enhanced our chronic pain underwriting guidelines to
Why LTC Conversations are Stalling Right Now
Stop letting volatility stall LTC conversationsI’ve been seeing a consistent pattern across firms: When markets
Semi-Monthly Annuity Rate Notification, Effective 05/15/2026
When it comes to your clients achieving their retirement goals, financial strength matters. The guarantees
Boost Accumulation Potential — Even in Tough Underwriting Cases
Unlock more potential with IPA Flex — now with higher rates!Looking for ways to help
BOLD Solutions for Business Owners
Help your clients take BOLD action Business Owner Life-stage Design (BOLD) is a ready-made marketing