MARKETING
It’s MYGA Season again.
The most effective marketing strategy isn’t a flashy ad campaign—it’s the people who already trust you. Client-referral events leverage this trust by encouraging your current clients to invite guests to exclusive, engaging gatherings.
Based on industry estimates from financial data provider Curinos, approximately $1.6 trillion in Certificates of Deposit (CDs) are expected to mature at traditional financial institutions over the course of 2026.
Everything your clients should know about ANNUITIES vs CDs
If your clients are looking for alternatives to CDs, we’re offering you this collection of materials you can use to help them learn more about MYGA options, the differences between annuities and CDs and how they can find the right solution for their economic needs.
Presentation Kit includes:
- What Are the Advantages?
- How Do They Compare?
- Reducing Taxes with a CD Rollover
- The Power of Triple Compounding
- Client Fact Finder
Contact your Advisor Development Consultant today to get access to this timely resource as well as the Top MYGA Rates for the Week.
SALES
Sales Growth and Strategy Series: Convert Conversations to Closings
Clients are asking:
- “Can I count on my income?”
- “How do I avoid paying more in taxes?”
- “Can I spend money and still leave something behind?”
We can help you answer those questions clearly and confidently, increasing your sales and referral rates.
In this session, you’ll learn how to:
- Turn income fear into high-payout planning conversations.
- Use RMDs and Roth conversions to create urgency and action.
- Solve the income vs legacy conflict (and win both).
And most importantly, close with three simple questions that lead directly to appointments and applications. Join us to learn how to have conversations that matter. Monday April 13 th 11 am CT
Ask your ADC for the link to save your seat.
PRODUCTS
Rev It Up : BonusRev FIA is here!
Two Premium Bonus Rider options:
Core 16% Premium Bonus*
- A Premium Bonus applied to the initial Accumulation Value, subject to a vesting schedule.
- Free Partial Surrenders
Max 22% Premium Bonus
- A higher Premium Bonus applied to the initial Accumulation Value, subject to a vesting schedule.PLUS:
- Higher Fixed, Cap and Par Rates on index strategies
Free Partial Surrenders, PLUS cumulative carryover up to 20% for a given Contract year
Index Lock Rider: Because Timing Matters
BonusRev helps clients respond quickly to market movement with three ways to lock in
index performance:
- Manually lock in the current index crediting rate
- Set an Automatic Upper Lock threshold
Reach out to your ADC for rates, positioning ideas and Illustrations
OPERATIONS
Operations Spotlight: Agent Center Tip of the Week
Maximizing Efficiency with Proxy Access
Did you know you can grant one or more staff members Proxy Access to your Agent Center account?
Authorizing your team to use the Agent Center Portal streamlines your agency’s workflow by enabling them to:
- Efficiently locate policy information
- Manage and update client data
- Initiate applications
- Assist with essential administrative tasks
Next Steps: To learn how to fully leverage this feature for your team, please reach out to your dedicated Case Manager for assistance.
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.