In this issue:
We’re already one month into 2026, and this is the perfect time to build momentum.
If we didn’t connect at the end of the year, let’s fix that. Schedule time so we can help you:
- Sell more annuities in 2026
- Create stronger cross-selling conversations
- Position FIA solutions more confidently with clients
Live Conference: March 26, 2026
At the Colonial Country Club, featuring: EquiTrust, Nassau, American National / American Equity
Why attend?
- Actionable sales ideas you can use immediately
- Direct carrier access
- Networking with other producers
- Market positioning strategies for today’s environment
If you haven’t registered, you still have time! Register now.
Equitrust: Limited-time opportunities
3% Bonus Increase continues through March 31, 2026.
Products involved : Market edge (23% bonus), Market power (15% bonus),and Market ten (12% bonus). Now is the time to lock in enhanced bonuses for clients before the special ends!!
Income future updates (now the income future bonus):
- Enhanced payout structure
- Strong 8% bonus to jumpstart income (accumulation value and income value bonus)
- Excellent income positioning at 7+ years
- FYI: Market early remains highly competitive after just 1 year deferral
Let income be the strength of your sale and give your client more flexibility in their retirement.
Ocean View: Strong short-term play
- Built-in Cap Lock feature in their FIA
- 3-Year FIA option
- Guaranteed 6.5% first year interest rate
- 60% participation in the S&P market Annual PTP
- Great strategy to transition MYGA clients into FIA
Perfect positioning conversation: “Let’s move from fixed-only to growth potential with only tying your money up for 3 years Mr. or Mrs. Client.”
Lincoln: Accumulation made simple
- Performance trigger: credits full rates for any flat or positive increase after 1 year
- Dual trigger: credits full rates for any flat or positive increase after 1 year. Also works in a negative market and will return positive returns in a negative market (up to the cap)
- 10% DRC trigger: credits full rates for any flat or positive increase after 1 year. This index has a risk control feature moving between cash and S&P 500 depending on the volatility
Let’s connect and map out where these fit in your current book of business.
There are real opportunities right now — and we want to help you capitalize on them.
Looking forward to working with you this year. Lets continue to rock 2026 together!!
