The Stream Plan

Webinar | "Put $5.50 to Work for Every $1 Your Client Contributes"

What if your clients could leverage up to $5.50 for every $1 they contribute? Join us for an eye-opening webinar with The Stream Plan and discover a unique approach that combines Indexed Universal Life with pre-packaged bank funding to help clients potentially create significantly larger retirement income and legacy benefits. You'll learn how Stream's financing structure works — without personal guarantee, collateral, or credit checks for clients; why producers are using Stream to help high-income clients pursue larger tax-advantaged retirement income streams; how business owners, professionals, and HENRY clients may benefit; real-world case studies comparing self-funded IUL strategies to the Stream approach; and how to identify opportunities and get started with your first Stream case.

• Register for the session

Columbus Life

• When markets drop, the floor matters — flyer on the power of downside protection in Columbus Life IULs and FIAs
• How buy-sell agreements help business owners prepare for retirement, disability or death (video)
• Estate planning priorities: how ILITs can reduce estate tax exposure and preserve family assets for high-net-worth clients

Nationwide

• Variable Life — May 1 Investment Options updates
• Earn CE credits with Nationwide Retirement Institute webinars

Corebridge

• Coming June 29: Accumulation IUL enhancements
• Coming June 29: Accumulation IUL enhancements (QOL Bulletin)
• 72% of Gen Xers share this retirement fear
• 72% of Gen Xers share this retirement fear (QOL version)

John Hancock

• Deliver UL and IUL faster — and grow your business with it
• Join us. Stand out with a stronger Protection VUL 26 story
• Latest news & updates in Spotlight
• Close faster, sell more: enhanced purchase experience

Securian

• Turn rough IUL cases into income opportunities
• Help agents unlock more income potential

National Life Group

• Check out our top 12 life insurance marketing materials
• Uncover the valuable resources you can leverage when doing business with National Life Group. Bookmarking these will help you avoid some of the common pitfalls and mistakes.

Symetra

• How Symetra's IUL index crediting method makes a difference
• View the latest Symetra Sales Flash

Prudential

• What's new this week in Life Essentials
• Video: elevating retirement planning with extended care
• On-demand webinar: Momentum IUL with BenefitAccess Rider

Mutual of Omaha

• Simple. Flexible. Built for Income Potential — Income Advantage IUL: cash value growth, flexible income potential and reliable protection
• Go All In on IULs
• Term Life Answers — Why Term Still Leads

North American

• Raised cap rates on select inforce IUL products
• Reminder of life insurance illustration requirements
• Replacement/existing insurance regulations reminder

Banner Life

• Reminder: Stay compliant with our latest advertising compliance guidelines
• Final reminder: forms retiring May 1, 2026
• Large Case Toolkit: talking points, studies, flyers, FAQs

Lincoln Financial

• Latest edition of The Lincoln Leader
• Don't miss this month's important dates for economic and market indicators
• It's here: your monthly index performance report

Protective

• Better pricing for Protective Strategic Objectives II VUL
• Looking for business market prospects?
• Offer a competitive term solution without compromise

MassMutual

• Producer delegate enhancement launched on the MMSD Portal
• Variable product fund substitutions occurred April 24

Pacific Life

• PL Promise case study: grow client relationships and unlock new opportunities
• Retirement Income & Healthcare Planning When the Rules May Change
• Life Uncomplicated: GUL vs. Term — flyer breaking down key differences to help clients choose

Allianz

• Why Americans may not retire when they think — and it might not be their choice
• Retirement Income Calculator: determine how much clients need to save to withdraw a target monthly amount in retirement
• Turnkey programs on IUL for business owners

Principal

• Latest Life & Individual DI Underwriting News
• Inside the minds of business owners: priorities & gaps

National Life Group

• PIN to Sign Streamlines Life Insurance eSignatures

Securian

• Exploring underwriting innovation
• Redefining our underwriting experience
• How WriteFit Underwriting helped reshape the industry

North American

• Expanded WriteAway Accelerated Underwriting Program

Symetra

• Symetra Informal Underwriting Guidelines
• Get On the Fast Track with Symetra's Accelerated Underwriting Program
• Give your business cases an underwriting edge

Pacific Life

• A Full-Picture Approach to Underwriting — Pacific Healthy Rewards helps unlock better risk class outcomes

John Hancock

• Today's clients want speed and ease — our enhanced underwriting delivers

Prudential

Their future, their plan: Estate planning for every client

Join us Thursday June 11 for "Their future, their plan: Estate planning for every client." Brett Berg, Vice President of Advanced Planning, will discuss how protection, legacy, tax efficiency, and control come together in a holistic estate plan. Walk away with ideas to confidently lead estate planning conversations with every client.

• Register for the session

John Hancock

• Check out our latest Advanced Markets News

Securian

• Help business owners recruit, reward and retain top talent
• BOLD Solutions for business owners

Mutual of Omaha

• Join us for: Holistic Retirement Planning With Insurance Products
• Large Cases — no problem for our Advanced Markets team
• The Retirement Risk No One Talks About

Securian

• Stop letting volatility stall LTC conversations

OneAmerica

• OneAmerica Care Solutions Deep Dive Series: Why Joint Life/LTC?
• Paying the Long-Term Care Premiums Using the Company Checkbook

Mutual of Omaha

• Long-Term Care Claims Value Overview — strength and reliability behind LTC coverage, backed by decades of claims experience
• Reminder: Use Our New Long-Term Care In-Force Quoting Tool (now available in Sales Professional Access)

John Hancock

• A more effective solution for rising long-term care costs — LifeCare

NorthCentral DI

• Summer spending makes income protection more relatable — leverage seasonal family expenses to spark DI planning conversations
• Grow your DI business by specializing in niche markets for stronger client conversations

EquiTrust

Flexible Roth IRA conversions — simple process

With EquiTrust's Partial Tax Conversion (PTC) approach, Roth IRA conversions are flexible, turnkey and simple — with one mirrored contract. Your Roth conversion kit is one click away, packed with resources including a dynamic new Roth IRA calculator.

• View Roth Conversion Sales Kit
• Open the Roth Conversion Calculator

Prudential

New fixed indexed annuity solutions: Elevate Accumulator & Elevate Income

Prudential has added two new fixed indexed annuity solutions. Elevate Accumulator offers principal protection with index-linked growth potential for clients concerned about market volatility. Elevate Income is designed for guaranteed lifetime income with a 25% day-one bonus, 8% annual roll-up credited daily, and a 5% income deferral bonus at year 10.

• Elevate Accumulator 7 Rates
• Elevate Accumulator 10 Rates
• Elevate Income Rates
• Register for the Product Launch Webinar (June 11 at 2:00 pm CT)

Axonic

Waypoint MYGA from Axonic Insurance

The Waypoint MYGA from Axonic Insurance (AXI) continues to offer competitive rates designed to help clients grow and protect assets with confidence. Whether clients are reallocating conservative assets, looking for stability in uncertain markets, or diversifying beyond traditional fixed-income products, Waypoint MYGA offers a stable solution backed by the service and support financial professionals expect from AXI.

• View current rates