In this issue:
Axonic: New carrier
Have you heard? URL Added a new annuity carrier. We’ve added Axonic (A-) AM BEST rating, and the rates are something to get excited about.
Highlights:
- Competitive MYGA Rates as high as 5.70%
- 10% Withdrawal beginning Year 2
Materials available:
Lincoln: OptiBlend income with Protected Pay & Estate Lock Rider
A unique opportunity featuring one of the first estate-focused benefits on an FIA product.
Key advantages:
- Competitive income potential with powerful death benefit based on initial premium
- Differentiated estate planning feature (Estate Lock Rider)
Materials available:
Nassau: Resources and updates
Following our Symposium, Jake from Nassau has posted these 6 great resources.
OceanView: MYGA rate increase
A rated carrier providing good guarantees, accumulation options and has raised their rates recently!
Key advantages:
- 6 year at 5.50% (high band)
Materials available:
Thank you!
For those who attended our recent Life & Annuity Sales Symposium—thank you for your time, participation, and energy. We truly appreciate your support and hope you enjoyed it as much as we did!
Strategy corner with Cody:
Now is the time: We’re seeing a strong uptick in sales, and for good reason—this is the right environment for market conversations.
- The S&P 500 has seen notable volatility this year
- As of April 10, 2026, the market remained negative year-to-date, even after a strong week
Many of your clients have experienced 10-20% gains over the past couple of years—but that pace isn’t holding right now.
This is your opportunity to:
- Help clients lock in gains
- Introduce guarantees, bonuses and income (making their money work for them)
- Position accumulation strategies with downside protection
Lean into the conversation and don’t be afraid to ask—your clients need it now more than ever!
