February 4, 2026
This Week's Highlights & Events
LifeCare Bonus Extended. Deadline March 31, 2026. Don’t miss your chance to earn up to 41.25% more on your LifeCare cases. From August 1, 2025 - March 31, 2026, eligible producers can earn big bonus payouts on qualifying LifeCare cases. Download bonus flyer. Access LifeCare resources.
Life Insurance
Do you have clients with than enough money to live comfortably in retirement and they may want an efficient way to pass on that wealth to their loved ones? A Nationwide Heritage Single Premium Whole Life policy could be their solution. With just 3 underwriting questions, it’s a quick way to significantly increase their legacy.
See how our guaranteed income stacks up.
Help customers create a life insurance solution that provides financial protection before and after retirement. Learn about a two-policy solution that addresses dynamic financial risks (aka Butterfly Chart). Engage with your customer with a worksheet and informative video to cusotmize a solution to fit their needs. Share video. Fill out worksheet.
Check out our January 2026 Sales Flash featuring:
SwiftTerm earns recognition from top publications to start 2026
New partner portal enhancements, including multiple document upload
On-demand video library
Fast-facts: 2026 tax updates
2026 Symetra IUL sweep updates
High-net-worth foreign national program enhancements
& more
New RapidProtect Enhancements to help you sell. The RapidProtect IUL improvements you asked for will be available January 24.
Banner Life will make the following changes throughout the month:
New URL: Website domains will transition to www.bannerlife.com on January 13
New forms: New forms will be available through the Partner Dashboard starting January 13. All Legal & general America forms should be discarded, and the newly branded forms should be used immediately. Beginning May 1, LGA and other legacy forms will no longer be accepted
Logos and brand names: All logos and brand names must be updated across websites and marketing materials by January 31. Any materials featuring the LGA or legacy William Penn branding, including Legal & General logos or the blue striped William Penn logos, must be discarded, as they will be out of compliance.
View the latest issue of The Lincoln Life Leader featuring:
Coming Soon: Lincoln WealthProtector IUL
Coming Soon: Rate updates to IUL policies
Coming Soon: Lincoln VUL investment option updates
Updated web content helps clients prepare for 2025 tax season
Driving innovation in the Lincoln MoneyGuard Application Process
Enhanced security measures for Lincoln websites
Address 3 common concerns during Insure Your Love Month.
Check out our January edition of In The Loop featuring:
2025 year in review
VUL in-force illustrations are now available
Two lapse protection guarantees in SOVUL II for client needs
Transition from XRAE to Paperless Solutions Group eValuate
2025 tax documents coming soon
February is Insure Your Love Month
Credit and debit card changes effective end of month
MassMutual ALIR limits increased to better meet client needs. The Additional Life iNsurance Rider (ALIR) allows the policyowner to purchase additional participating paid-up life insurance on the policy date oof the base policy and on each policy anniversary without evidence of insurability, provided this rider is in effect.
Underwriting & New Business
Symetra's Super Preferred Upgrade Program: Extended through July 1.
Symetra has increased our autobind limit from $35M to $55M, giving us significantly more capacity to move quickly on large cases—without added friction or delays. Simply put, we are ready for large-case business and positioned to execute efficiently at higher face amounts.
If you have opportunities that were previously on the edge, now is the time to bring them forward. Let’s put this expanded authority to work.More information to come.
Advanced Markets
Start more conversations with business owners. Nearly 98% of business owners don't know the true value of their company. That's a life isnurance conversation waiting to happen. Offer your business-owner clients a complimentary Calculation of Vale from Marshall & Stevens, Inc. through North American.
Hybrid Products, LTC & DI
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.
Residual Disability: Decause Recovery Isn't All or Nothing. Residual disability coverage protects clients when an illness or injury limits their ability to work or earn at full capacity—even if they are not totally disabled. It helps replace a portion of lost income, creating financial breathing room so clients can recover gradually without pressure to rush back to full productivity. For advisors, it’s a critical planning conversation that aligns income protection with real-world recovery, ensuring coverage adapts when a client’s work ability changes.
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.
Annuity Solutions
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.
3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478
Call 888-533-6275
Site: www.3mark.com