Finding Opportunities Through a Longevity Lens
What if every client conversation went deeper than finances alone? As clients live longer, factors such
Product Type
New Suitability Process Coming Soon
Updates will be implemented November 16 in order to standardize suitability rules, questions, and Not-In-Good-Order
A Timely Roth Conversion Opportunity for Your Agents
Year-end is a great time to talk Roth conversions.As clients review their retirement plans and
eDelivery Expands Owner/Insured Eligibility
Effective immediately, North American is excited to announce an enhancement to our eDelivery electronic signature
[REPLAY] Economic Update with S&P Global From Athene
Recorded 11/05/2026Anu Ganti, Head of U.S. Index Investment Strategy at S&P Global, will provide a
Now Effective: ForeLifetime Income (FIA) Enhanced Lifetime Withdrawal Percentages
We’ve enhanced our ForeLifetime Income Fixed Index Annuity (FIA) to boost income outcomes for many
2026 Year-End Dates
A list of key year-end dates for submission, processing, and other operational considerations to help
Cincinnati Life Reduces Face Amount Restrictions Through iGO
Cincinnati Life has made it even easier to submit business through iPipeline’s iGO drop ticket
[REPLAY] Life Pension School 2026 Day 2: Servicing Qualified Plans: The Role of the TPA From Security Mutual
Recorded 11/05/2026 Join Armando Testani along with Tom Bacharach and Tamara Middleton, from RMC Group, as
Updated Individual Life Allocation and Transfer Forms: What You Need to Know
New signature requirements for allocation and transfer forms We’re updating individual life inforce allocation and transfer