Weekly Update

  • Weekly Update for September 15, 2026

    Marketing

    The Future of Tax Planning Is Here

    Question: is it possible to radically scale the process of tax planning so advisors can become both more comprehensive and more efficient? The answer to that question is “yes.” Using advanced technology, Advisors and agents are able to read an entire tax return and create a customized, white labeled tax report complete with relevant observations in just seconds. Yes, seconds.

    The same technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. This program brings tax planning to every advisor so they can bring it to every client.

    The future of tax planning is here.

    Reach out to your ADC for complete details and access to a free trial.

    Sales

    Book Worth Reading: The 12-Week Year

    By Brian Moran & Michael Lennington

    GET MORE DONE IN 12 WEEKS THAN OTHERS DO IN 12 MONTHS

    The core premise of “The 12-Week Year” is that annualized thinking breeds complacency.

    When you set a 12-month goal, December feels incredibly far away in January, leading to procrastination and a frantic push at the end of the year.

    It’s hard to believe that it’s time to start planning for 2027. Start planning now for next year, so that all your plans have time to be implemented. Example: You need to start scheduling your workshops and dinner seminars now to be able to reserve the spaces needed for Jan – Mar.

    Most people already know what they need to do to succeed; their barrier is a lack of consistent execution.

    The Core Philosophy

    • Execution over Knowledge: The authors argue that most people already know what they need to do to succeed; their barrier is a lack of consistent execution.
    • Predictability: It is nearly impossible to accurately plan daily actions for a goal 12 months away. Planning 12 weeks out is highly predictable and manageable.
    • Periodization: A concept borrowed from sports training. Instead of trying to be good at everything all year, you focus intensely on just 1 to 3 critical goals for 12 weeks, ignore the rest, and then reset.
    • Ultimately, The 12 Week Year is about discarding the illusion of time that a 12-month calendar creates and replacing it with a hyper-focused, action-oriented sprint.

    This is a great start to sharpening your saw for 2027.

    Product

    Revel One: Product Marketing Toolkit: BreakThrough
    Annuity Account™ MYGA

    Why BreakThrough Annuity Account Multi Year Guarantee Annuity (MYGA)?

    • Generally higher guaranteed fixed rates than many CDs*
    • Interest taxed annually during the accumulation phase**
    • No IRS 10% early withdrawal penalty on gains prior to age 59½***
    • Flexible beneficiary structure – multiple beneficiaries can each choose to continue their share of the contract or receive their portion of the payout

    Marketing Assets: Product Education: Customizable Sales Support Materials

    Reach out to your Annuity ADC for access to this very helpful tool.

    Current MYGA Rates

    1 Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Surrender charges and rider fees may reduce principal.

    Bonus annuities generally include higher and longer surrender charges, lower renewal rates, lower caps, and other restrictions that are not included in annuities that do not have bonuses. Annuities are designed to meet long-term needs for retirement income. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This information is provided as general information and is not intended to be specific financial guidance.

    This information is for Financial Professional Use Only and is not intended for distribution to the general public or for use in a consumer solicitation. 5921454-0926

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