May 13, 2026

This Week's Highlights & Events

Webinar | Why Business Markets? Why Banner?

Join us for this afternoon for an insightful session as we explore one of the most underutilized—and high-potential—opportunities in today’s market: business owners.

In this webinar, we’ll break down why the business market represents such a powerful growth avenue, and how term insurance can serve as a foundational, high-volume “gateway” product to open the door to more advanced planning opportunities.

If you’re looking to grow your practice, increase production, and start more meaningful conversations, this is a session you won’t want to miss.

Life Insurance

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

Call the FASTeam at 800.950.7372 or the Sales Desk at 800.542.5427 to order meeting-ready laminated versions of these materials.

Check out the rate changes for Allianz Life Accumulator IUL effective May 5.

Tell your clients they can get that convertible.Got clients who can't decide between term and permanent life? Our Nautical Term policy offers ter-priced coverage now and is convertibleto a permanent policy later. It allows clients to lock in healthy rates and guarantee those rates on a conversion to a permanent product.

For our Variable Life Products, we continually monitor our investment line-ups to ensure they provide quality options for you and your clients. As part of that ongoing commitment, some investment options updates occurred on May 1. Visit our Investment Options updated page for more information.

Earn CE credits with valuable insights from our Nationwide Reirement Institute experts. Our live webinars can be used for both state insurance and designation credit hours,

Check out our new video that focuses on elevating retirement planing conversations by discussing extended care options. The video centers on one powerful question you can ssk clients to help them plan ahead without getting overwhelmed.

Join our new on demand webinar, Building Retirement Resilience: Prudential Momentum IUL with BenefitAccess Rider. It highlights how life insurance can play a more meaningful role in retirement planning when chronic illness becomes part of the picture. Check out the case study within the webinar to see how powerful this strategy can be.

Underwriting & New Business

Advanced Markets

Listen to our new podcast - Turning tax season into planning opportunities.

Check out our latest edition of Advanced Market News featuring:

  • Planning focus: Assset positioning and life insurance

  • Central Intelligence

  • Discover what JH Solutions can do for you

Hybrid Products, LTC & DI

 Nationwide CareMatters Suite State Approvals

  • Nationwide CareMatters II is now available for sale in New York

  • Nationwide CareMatters Annuity is now available for sale in Florida, North Dakota, and South Dakota

  • Nationwide CareMatters Annuity is targeted to launch in South Carolina on May 11th

Please note, the Nationwide CareMatters products are not approved in all states or at all firms.

Annuity Solutions

Discover the power of Smart Start. With the Smart Start Accumulator Series, your clients gain access to powerful features from day one—features designed to create a multiplier effect that can meaningfully enhance long-term accumulation outcomes

Check out the 2026 Retirement Planning Guide. This go-to reference covers retirement plan contribution limits, eligibility requirements, target markets and more.  Click here to view the Retirement Planning Guide.

When an IRA owner passes away, their beneficiary inherits the tax-deferred assets. But what happens next?

Do you have clients who have inherited an Individual Retirement Account (IRA)? The tax-deferred assets in an inherited IRA can become a valuable source of financial security, but the rules can also be complex.

Use our interactive guide to help clients understand distribution requirements, tax implications, and available strategies based on their specific circumstances.

As you have conversations about inherited IRA, your clients should also seek the advice of their tax professional to ensure the proper handling of their unique situation.

3 Mark Financial, Inc.
1600 Highway 6 Ste 400
Sugar Land, TX 77478

Call 888-533-6275

Site: www.3mark.com

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