2026 Taxes, Medicare and Benefits Update
The 2-page update contains information for people that are working, receiving Social Security benefits, receiving Supplemental Security Income (SSI), or are on Medicare
2026 Social Security Changes
Approximately 72.5 million Americans will see an increase in their 2026 benefits. What does this mean for your clients?
2026 Tax Summary Sheet
A concise overview of current tax rates, deductions, and key changes, to help you anticipate how these may impact your clients’ financial plans.
MARKETING
Does your current IMO relationship reimburse you for all or part of your marketing expenses?
Biz Bucks Reimbursement Program
Growing your business requires investing in effective marketing solutions, and our Biz Bucks reimbursement program allows you to invest in your business at no additional cost.
2026 is here and now is the time to ramp up your marketing efforts and you might as well allow us to help cover some or all of the costs.
To learn more about our Marketing Reimbursement program reach out to you Annuity and Life ADC today.
SALES
Simplicity Life Sales Summit
Join us in Atlanta this February 4-5 for our next Life Sales Summit, where industry experts and top producers will share the cutting edge strategies, proven sales techniques, and client retention tactics that drive long-term success.
Whether you’re a seasoned professional or new to the field, this summit will give advisors the tools and insights needed to elevate their sales game and build a thriving insurance business.
Seats are limited. Ask your Advisor Development Consultant how you can reserve your spot at this event.
PROTECTED TOMORROWS: A Simplicity Commitment
Advisor and Agent Referral Program Compassionate planning to protect those with special needs.
Protected Tomorrows: How We Help
The Protected Tomorrows community is made up of parents, guardians, and caretakers of loved ones with special needs all across the country. We understand the unique challenges you face and are here to help make sense of your finances because you deserve security and peace of mind through compassionate planning.
When you connect with Protected Tomorrows, you can be confident in knowing that we will give you the tools to help your clients achieve peace of mind.
To learn more about this unique program and how to interweave it into your practice. Reach out to your ADC today.
PRODUCTS
ibexis WealthDefender Bonus and Bonus Plus
Starting January 1, 2026 WealthDefender Bonus and WealthDefender Bonus Plus will offer a 1% increase in premium bonuses.
WealthDefender Bonus 0-75 as high as 15.50% bonus with no fee.
WealthDefender Bonus plus 0-75 as high as 22.50% bonus with 85 basis point fee.
This enhancement strengthens the WealthDefender’s position as a powerful accumulation-focused FIA:
- Three product variations to choose from
- Guaranteed Par Rates or Premium Bonus
- Premium Bonus with a charge or without
- ADL feature based on full contract value.
To learn more about the WealthDefender products reach out to you Annuity ADC for complete details.
Carrier Updates
Check our Carrier Updates page for the latest news and announcements, including links to resources, webinars and helpful documents.
MYGA Report
Our MYGA Report also gives you an up-to-date look at the highest interest rate guarantees available through InsurMark.