Faster, Paperless Annuity Replacements Now Available!
Traditionally, annuity replacements have relied on paper requests sent by fax or mail, with funds
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Leadership Update: Annuity Division Updates Effective 01/01/2026
Effective January 1, 2026, Rob TeKolste will assume the role of President, Sammons Financial Group,
Is Your Client’s Financial Home Truly “Move-in Ready”?
After helping your clients organize, inspect, and reinforce their financial home, there’s one last step
[VIDEO] Why BOE Matters: A True Testimonial from MassMutual
Here’s a new video that spotlights the value of Business Overhead Expense (BOE) disability insurance
Term Conversion Benefit Changes in 2026
Important Updates to Term Conversion ProgramAmeritas is making changes to ensure long-term sustainability and continued
Important Year-End Deadlines for Your Business
As the year draws to a close, make sure you meet these key dates for
[REPLAY] Social Security Optimization Part 2 from Athene
Recorded 12/04/2025 Join Andy Robertson, Vice President for the Corporation for Social Security Claiming Strategies, who’ll
New Business Tool You’ve Been Waiting For
Want complete visibility into your team’s pending business? The New Business Downline tool in Producer
Hold Policy Print for Issue Instructions on Policy Change Cases
If you elected to hold policy print until issue instructions on all New Business cases,
ADBE Interest Rate Change
North American continues to make decisions for the long term to help ensure we remain