Past Issues

Regulatory Updates

  • January 2023

    Tax Season is Upon Us!

  • January 2023

    2023 Holiday Telemarketing Reminders

  • November 2022

    In Case you Missed the News: US Fundamental and Global Balanced Indexes are Now Available on Older Policies!

  • October 2022

    Hurricane Ian – What You Need to Know for Your Florida Clients

  • August 2022

    New Mexico Agents Take Note!

  • April 2022

    Mandated Workplace Retirement Plans: SIMPLE IRA Simply Makes Sense

  • August 2021

    The NAIC Suitability in Annuity Transactions Model Regulation

  • August 2021

    For Texas Agents: Annuity Training and Suitability Updates Effective September 1

  • January 2020

    NY Reg 187 for Life Business Effective Feb 1: Training Required

  • January 2020

    New Training Available: NY Regulation 187 effective Feb 1