February 25, 2026

This Week's Highlights & Events

Modern Legacy Planning with WealthProtector IUL + Prospecting Strategies

Join us for a sales-focused session featuring Lincoln Financial and the launch of their brand-new WealthProtector IUL. Discover how this innovative product can help you uncover new life insurance opportunities and drive meaningful client conversations:

An overview of Lincoln’s new WealthProtector IUL
Key product design features and positioning concepts
Case Study: Leveraging WealthProtector IUL in legacy planning
Practical ways to uncover and prospect more life insurance opportunities in 2026
Using Lincoln’s “Have Better Client Conversations” tools to deepen planning discussions
How to leverage Lincoln’s blog content to uncover fresh planning ideas and stay top-of-mind with clients

Life Insurance

Coming Soon: Nationwide Indexed UL Accumulator III.

Off-set cost-of-living increases.

Off-set cost-of-living increases (QOL version).

Introducing SmartStart Segments - seamless segment management for IUL 26.

Join us for this month's 5-minute strategy.

National Cancer Prevention Month: Help your clients take action.

Check what's new in the latest Life Essentials:

New Case Study: Optimizing Entitlement Benefits with Life insurance
SVUL Protector 2025 is launching in New York
Momentum IUL is now available in Montana
Expand clients’ legacy-planning options
Entitlement Benefits and the Retirement Gap
Updated Performance Insights are now available
and more

Watch: Mutual of Omaha's Mutual Cup 2026.

Set your trial application up for success.

Get your clients the protection they need when they need it with Term Express...

Design to Align: Create an Efficient Qualified Plan for Small Business Owners. Continue to celebrate National Financial Wellness Month and help business owners understand the benefits of an efficient, qualified plan design.

Help better serve multilingual clients, business owners, and millenials with confidence.

February is the perfect time to reinforce why life insurance matters. Explore new, ready-to-use marketing and social media resources to help engage clients and keep the conversation going all month.

Here for the better. Meiji Yasuda Group has completed the acquisition of Banner Life Insurance Company and William Penn Life Insurance Company of New York from Legal & General Group plc, effective February 2, 2026. Now backed by Meiji Yasuda, Banner Life is well-positioned to further enhance the term life insurance experience for you and your clients.

Love is in the air, so is opportunity.

Join the reveal - new product launching today. Welcome a new era of protection with Lincoln WaelthProtector IUL.

Check out our February 2026 updates in the latest edition of In The Loop.

Join our upcoming webinar with Ed Slott: 2026 Tax Strategies for Financial Professionals - Turning New Tax Law into Opportunity.

Reprice alert for Protective Classic Choice...

Learn more about MMSD Life & DI's 2026 strategy: Deliver a boutique experience.

Here's the scoop on the refreshed pricing of PL Promise Term - plus, other important reasons to consider this product for your clients.

Use the 2026 Federal Tax Amounts and Limits as a handy reference this tax season.

Kick start the new year with two of our most popular client-approved resources.

The findings from our recent small-business owner survey are here - and you should see them.

Comparing life policy living benefit riders? See how our client-friendly "lien method" formula compares to competitors for payouts, costs, underwriting and more. We think you'll like our lien.

Get Principal's latest life insurance and individual disability insurance news.

Underwriting & New Business

Give clients a boost with our Super Preferred Upgrade Program.

Automatic risk-class upgrades end soon.

¡Nuevo! Spanish Queue Now Available. Mutual of Omaha has added a dedicated Spanish queue to make your underwriting calls even smoother.

Choose the eSignature vendor that's best for you.

Already known for our capacity and knowledge to handle your large cases, we can now handle even larger ones. We are pleased to announce that the Auto-bind and Jumbo limits have increases to $75 million, and the AutoPlus reinsurance program has increased to $95 million.

Check out Banner's new accelerated underwriting enhancements for your clients.

Banner has increased retention for ages 20–75 and added capacity to support higher face amounts:

Preferred Plus through Table 4: Now $10M
Table 5–12: Now $2M

With higher retention in place, accelerated underwriting is now available for even larger cases. Exam-free and instant decisions are now eligible for clients ages 20–60 up to $5 million in coverage. Previously, AUW pathways were capped at $4 million.

The increased retention also allows for greater autobind flexibility:

Preferred Plus through Table 4: Now $40M (previously $30M)
Table 5–8: Now $20M (previously $10M)

Advanced Markets

Register for the Life Advanced Markets Spotlight Series - Unique Challenges of Family Business Succession Planning.

What do small-business owners need from you? We know...

Director of Advanced Markets, Polina Engel shares how thoughtfully structured insurance strategies can help business owners protect their companies, retain top talent, and strengthen long-term succession plans. Read the full article and don't miss this valuable insight.

By 2030, women are estimated to control $34 trillion in U.S. assets. Join Lori Seaton, Head of Market Enablement, for a webinar on how the great Wealth Transfer is reshaping opportunities for financial professionals.

Check out our new Foreign National eligibility questionnaire and guidelines. Access our new online tool: Foreign National Questionnaire.

Determine eligibility
No log in required

Available on the Rapid Rater quoting tool.

Plus, check out the updated Foreign National guidelines for lIfe Insurance Sales.

Enhance your clients' Buy-Sell Planning.

Check out our quarterly Advanced Markets sales kit featuring:

Hybrid Products, LTC & DI

Strengthen your client conversations today. With a 76% approval rate, fast turnaround, and flexible options. LifeCare makes it easy to protect your clients against riding long-term care costs.

Visit the SecureCare IV launch center. Stronger benefits, same trusted structure. Explore what's new in SecureCare IV and how it can help you stay competitive.

We wanted to take a moment to provide you with an update regardign the migration efforts to move Long-Term Care service and administration in-house.

Check out our inforce LTCi rate adjustments effective May 1, 2026.

The OneAmerica Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join OneAmerica's free webinars every other Friday at 11:00 am ET. Each session is intended to last 15 - 40 minutes.

As clients’ careers and earnings grow, their financial plans depend on one critical asset: consistent income. Yet income protection is often overlooked. This timely article highlights how disability insurance can help clients replace income, preserve savings, and maintain their financial goals if illness or injury interrupts their earning power. Now is an ideal time to revisit income protection conversations with growing professionals, business owners, and high-income clients.

Annuity Solutions

DIA Calculator Fuels Future Income Discussions: A new deferred income payouts calculator is ready for your use with income-interested clients. Create monthly income quotes by either amount contributed or amount desired. Funding sources can be qualified, nonqualified or QLAC. Give it a click today.

The annual Tax Guide from Western & Southern Financial is packed with facts that you can access fast - all on one single easy to read sheet. Find info on tax brackets, exemptions, dividends, and deductions.

Have you ever reviewed your clients’ 1040 tax return forms with them? While you may not be giving them tax advice, talking through these crucial documents may open avenues to discuss the benefits of tax deferred growth and guaranteed lifetime income with an annuity. Use our interactive 1040 tax form webpage to guide client conversations on the potential benefits of annuities.

Help clients protect their money for retirement. After saving for a lifetime, how can clients ensure their money is protected in case of market downturns or other risk? You can help clients understand their own tolerance for risk and help protect their money for retirement from risks such as.

Why annuities are a powerful retirement strategy for single women. Women are not staying on the sidelines when it comes to their retirement planning, and being single is more common for women than ever. That shift is helping reshape retirement planning. Women are involved and proactive in seeking out new ways to ensure they’re ready for life after work and evaluating the impact of investments or career choices on their long-term financial planning. In many cases doing it independently can be both an opportunity and a challenge.Share this client approved article with your clients to show how annuities have a strategic place women's financial planning.