April 15, 2026
New CA Annuity Application
Effective April 25, 2026, California will transition to a state-specific annuity application—Form 11059-CA. This new form includes updated, required fraud-prevention language, aligning with regulatory expectations and reinforcing our commitment to responsible business practices.
To ensure a smooth transition, a 30-day grace period will follow the effective date. During this time, both the current and new versions of the application will be accepted.
Annuity Watch
In this issue:
It's not about what they have – it's what they keep
Taxes on your customers mind? It’s a great time to have a conversation.
Help your clients focus on what really matters: tax-efficient retirement income.
Share this “Tax Dilemma” flyer.
Gerber Life Agent Portal Features
Whether you are a new or an experienced agent with Gerber Life, their Agent Portal is designed to help you manage cases, access commissions, download documents, create quotes, and submit applications.
As a reminder - Agent Portal passwords expire every 90 days. You can reset this password by using the Forgot Your Password? link on the Agent Portal login screen.
Download the Agent Portal Guide.
Enjoy a better buying experience — for you and your clients
John Hancock's flexible, digital purchase process delivers our fastest path to policy issue — particularly on cases $5M and under — while giving you and your clients a simpler, more convenient experience.
Why submit digitally:
A quick RMD idea
A lot of clients are concerned while watching RMDs slowly chip away at what they plan to leave their loved one.
Scenario #2 in this collection of case studies shows how a Lincoln annuity with Estate Lock helped one client meet RMDs and still protect the full investment amount for their beneficiaries. It’s a nice way to calm those “forced withdrawal” concerns.
When Headlines Raise Questions, Be Ready with Answers.
See the 2nd quarter Market Intel Exchange.
Leader for Life Solutions
In this issue:
Choosing the right annuity – Download the annuity guide.
Express
In this issue:
Help your clients prepare for a longer life
A longer life is a gift and a bit of a challenge. For a healthy couple, there’s a 20% chance that 1 of them will live past age 100. And do you know about the anxiety they’re feeling?
You can help with the new Nationwide Indexed UL Accumulator III. It provides a death benefit for their loved ones and a tax-efficient way to invest more for their retirement. View the client video.
CareMatters Annuity launched in FL, ND, and SD
Effective April 13, CareMatters Annuity is available in Florida, North Dakota, and South Dakota. See the product hightlights.
How agents are using Spanish-language FIA resources
Agents are using these materials to:
NACcelerate is gaining speed – see what’s new
Here’s what they’ve added in the last few months:
Establish your digital edge
Did you know that approximately 41% of financial professionals have successfully converted prospects into clients through social media platforms? If you don’t have a social media presence, you may not be reaching a large segment of potential clients.
Below are cut-and-paste templates you can use to get started:
Unlock better flexibility for paying premiums
Give clients flexibility to choose the premium option that works best for their needs. Protective Lifetime Assurance UL now accepts short pays, single pays and 1035 exchanges in addition to ongoing premiums for new policies.
Clients can also benefit from:
Sales Strategy: Tax Efficiency in Retirement – Activate the sales idea.
Life Essentials
In this issue:
