Important News & Information

Stay informed with the latest updates, essential announcements, and must-know information all in one place.

Policy Review - Carrier Resources

→ Nationwide - Help your clients stay on track

→ Prudential - Policy review concept kit

→ Principal - Life insurance review marketing guide

→ Symetra - Policy Review Concept Brochure

→ Pacific Life - Start 2026 strong with life insurance policy reviews

→ John Hancock - Policy Review Toolkit

→ Lincoln Financial - Policy Review Advisor Presentation

Managing Your Practice

→ Uncovering long-term care and life insurance needs through Form 1040

→ Know the law

→ 2026 Fingertip Tax Guide

→ Optimize Social Security Strategies

→ Nearing retirement? 10 tax-saving considerations for 2026

→ From procrastination to action: Gen X's retirement wakeup call

Carrier/Product Updates

→ Allianz - Automatic risk-class upgrades end soon

→ Banner LIfe and William Penn officially acquired by Meiji Yasuda Group

→ Prudential - Entitlement benefits and life insurance

→ John Hancock - Discover Vitality PRO

→ Principal - Universal Life Provide Edge II (UL Provider Edge II) will be discontinued in New York at year-end 2025 and Principal UL Provider Edge II will be discontinued in remaining states in January 2026.

→ MassMutual - Additional Life Insurance Rider (ALIR) has new limits

→ Lincoln Financial - Coming Soon : LIncoln WealthProtector IUL

→ Securian - SecureCare IV launch center