Volatility. It affects clients. A new piece shows how to address challenging volatility through distinct diversification within Indextra Series fixed indexed annuity. Take advantage of multiple asset classes … and multiple return drivers … all in one volatility-controlled strategy. View our quick-read one-pager for Idextra’s diverification details.

If you work with couples where one spouse is younger, you know how joint life payouts can feel underwhelming. 

Check out scenario #3 in the attached collection of case studies where an older spouse used single life income with Estate Lock℠ to boost their payout while still protecting the full investment for the younger spouse. It’s a simple “have your cake and eat it too” situation.

Recent rate increases have pushed Mutual of Omaha into a leadership position across key durations. That gives you a strong story to lead with right now.

Our current indexed annuity rankings:

• 10-year products: No. 1 out of 24 tracked products
• 7-year products: No. 1 out of 20 tracked products
• 5-year products: No. 1 out of 18 tracked products

View our rates effective 5/4/26

For clients looking for growth potential, principal protection and confidence in a trusted name, this is the kind of market position that can help open the door to stronger conversations.

Now is the time to reconnect.

Use this momentum to follow up with prospects, revisit pending opportunities and show clients how Mutual of Omaha’s Ultra Advantage FIA^® can help support their retirement goals.

Mutual of Omaha’s Ultra Advantage FIA® now accepts inherited funds to purchase an annuity, including both qualified and non-qualified assets.

This enhancement gives you a new way to support beneficiaries who are navigating inherited assets and distribution considerations, while still offering principal protection and growth potential.

Why This Matters:

• Allows the acceptance of inherited annuity funds
• Provides flexibility during a key financial transition
• Backed by Mutual of Omaha’s continued investment in annuity capabilities

This funding tool is another way to help you meet beneficiaries where they are — when it matters most.

Transition Rules:
Please begin using the new application version (ICC24L688A ICC-26). To support the transition, we will continue accepting the previous version (ICC24L688A ICC-25) through June 11, 2026. Beginning June 12, 2026, all submissions must be on the new version, as any applications submitted on the prior version will require corrections and may delay processing.

We're rolling out a new Customer Identification and Suitability Confirmation Worksheet for the Athene MaxRate^® multi-year guaranteed annuity applications in all states except New York. This new form is more streamlined, may reduce the number of client questions by up to 30% and helps create a clearer and more efficient process. 

The new forms (Ver. 05/06) shown below will be available on Athene Connect beginning May 23, 2026, and should be used immediately.* Applications signed on or after May 23, 2026, with outdated or missing forms will be considered “not in good order” (NIGO). Be sure to use up-to-date materials when offering Athene annuities.

• 26088: CA only
• 26087: MN only
• 26062: All other states except NY

*At this time, the new forms will replace the current worksheet (17341, Ver. 05/24) for National (non-New York) MaxRate products only. The current form will continue to be used for all other Athene annuity products.

Periods of financial uncertainty often leave clients searching for stability and protection. Fixed annuities offer strong guaranteed solutions, and American National Insurance Company can help you deliver the secure strategies your clients are looking for. Protect their future.

Western & Southern Financial Group ranked second in the J.D. Power 2025 U.S. Individual Annuity Study^SM, a national benchmark of customer satisfaction in the individual annuity market. The annual study measures the experiences of more than 4,600 customers of the largest individual annuity companies across eight core dimensions: trust, value for price, ability to get service, ease of doing business, people, product offerings, digital channels and problem resolution. Learn more...

Every client’s financial journey is unique. That’s why we offer a suite of Multi-Year Guarantee (MYG) annuities designed to meet a range of financial goals. View our MYG Comparison Chart to help you guide clients.

Effective May 4^th Athene will be accepting Non Spousal Inherited IRA’s. The maximum allowable withdrawal charge period is limited to 8 years, unless further restricted based on the original owner's date of death.

Available Products: Activate, MaxRate, AccuMax, Performance Elite

10-year Rule Based on the SECURE Act:

With Ultra Advantage FIA^®, clients don’t have to choose between growth opportunity and protection—they can have both.

With Ultra Advantage FIA^®, they can: