To help reduce NIGOs and keep business moving faster, FireLight as of 2/25/26 will require bank account information for all submissions in FireLight. The option to pay by check or money order will be removed in order to streamline the process and minimize delays caused by missing or incomplete payment details. Check out the Firelight advantages. 

Our 2026 Tax Guide is packed with facts you can access fast - all in one quick reference. Track facts on brackets exemptions, dividends, deductions and more.

Clients in a giving mood? Help them know the way to go. Check out our “Charitable Giving Strategies Planning Grid.” It covers advantages and actions for a variety of charitable giving options. Help them help others.

Discover the key reasons fixed annuities continue to stand out in today’s market. This short piece highlights the advantages your clients value most while offering a preview that encourages them to explore further, making it an easy, compelling resource to share and a great way to spark deeper conversations.

Please review the updated regional map to confirm your current representative’s contact information.

Click here to view Corebridge Financial’s Action Planner Insights about Living and Funding Longer Lives! 

When working with clients who inherit non-qualified annuities, they usually face three options:

1. Lump Sum – fully taxable in year of receipt.
2. 5-Year Rule – short deferral, but all taxes due within five years.
3. Lifetime Stretch – distributions spread across life expectancy.

By leveraging our OptiBlend Fixed Indexed Annuity as the stretch vehicle, you can provide your clients with:

• Principal Protection – safeguarding inherited dollars against market volatility.
• Upside Growth Potential – linked to market indexes while avoiding downside risk.
• Spread out the taxes – give clients the ability to take taxable distributions gradually over their life expectancy.
• No Additional Cost – protection built into the product design.

This approach allows advisors to help clients preserve inherited wealth, optimize distribution strategies, and offer peace of mind in an uncertain market.

2026 is the Year of Acceleration: Acceleration for your sales, acceleration for your business. Transamerica FE Express Solution^SM (FE Express) now offers the highest face amount in the market: $100,000 for ages 18–75 (previously $50,000).

This increase empowers you to provide more options to your clients, making FE Express an even stronger option.

Explore everything FE Express and our other final expense options have to offer.

Visit our FE toolkit →

Download the agent guide to take a closer look at the latest upgrade. 

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Many clients are sitting on non-qualified annuities and Multi-Year Guaranteed Annuities (MYGA) with embedded taxable gains often unsure how or when to exit without triggering an unnecessary tax bill. 

Nationwide’s CareMatters® Annuity offers a compelling solution. 

Through a 1035 exchange, clients can reposition a nonqualified annuity into CareMatters Annuity and wash away taxable gain above cost basis when dollars are used for qualified long-term care expenses, while still maintaining principal protection and guaranteed growth. 

Why this strategy resonates with clients right now:

• Convert taxable annuity gains into tax-free LTC benefit dollars
• Ideal for MYGAs nearing maturity or underperforming legacy annuities
• 2x or 3x leverage on LTC benefits
• Indemnity-style LTC benefits (cash, not reimbursement)
• Simplified underwriting with just six health questions
• Available for clients up to age 80

For clients who don’t need more accumulation—but do need a smarter way to reposition existing annuity dollars—CareMatters® Annuity can transform a tax problem into a planning solution.