Monday Minute – April 13, 2026

---

MARKETING

The Future of Tax Planning is here

Is it possible to radically scale the process of tax planning so advisors can become both more comprehensive and more efficient? This software reads an entire tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds.

Simplicity brings tax planning to every advisor so they can bring it to every client. The future of tax planning is here.

What others are saying: Your software has quickly become indispensable to my practice. This is a game- changer for my practice.

Reach out to your ADC for more information about this radical new software and how to implement this into your practice, today.

SALES

Proactive Tax Planning Using Life Insurance Solutions

Master Proactive Tax Planning for Business Owners

Help your business owner clients navigate growth and succession while uncovering missed planning opportunities. Join Simplicity’s David Foster and Pacific Life’s Stephen Alloy to discover how to align advanced life insurance strategies with a company’s specific life cycle stages.

Key Takeaways:

• Identify the unique goals and risks business owners face today.
• Implement advanced, stage-specific life insurance solutions.
• Engage clients effectively with proven strategies for every phase of business growth.

Proactive Tax Planning Using Life Insurance Solutions

Wednesday, April 29, 2026 | 1:00 PM ET

Reach out to your life ADC for Registration link and further details.

PRODUCTS

NEW Allianz Accumulation Advantage Classic™ Annuity is coming soon! Allianz is making another splash in the accumulation space.

Launching April 21, 2026, Allianz Accumulation Advantage Classic™ Annuity offers highly competitive rates and flexible access for your accumulation-focused clients. Highlights include:

• Option to choose enhanced rates for an additional charge
• Enhanced penalty-free withdrawals allow for unused free withdrawal to carry over into the following year, up to 20%
• Non-volatility-controlled S&P 500 ®  Futures Index ER
• 1-year Performance Trigger and 1-year Highest Daily Value with a participation rate crediting methods on certain allocations

** Allianz Accumulation Advantage Classic™ Annuity will not be available at launch in OR. We will provide an update when it becomes available. **

OPERATIONS

Operations Spotlight: Agent Center Tip of the Week

Time-Saving Tip: Customizing Quick Links
To enhance your efficiency and streamline your workflow, we highly recommend customizing the Quick Links section located on the Agent Center Home page. This feature allows you to pin frequently used tools directly to your dashboard for immediate access.

To customize your links:

1. Locate the Quick Links section on the Agent Center Home page.
2. Click the Configure button on the right-hand side.
3. Select the tools and resources you wish to add from the expanded menu.

Bringing these tools directly to your homepage will significantly reduce navigation time.

Need Assistance? We understand that acclimating to a new system requires an adjustment period. If you have any questions or need guidance navigating the Agent Center portal, please do not hesitate to reach out to your Case Manager for support.