May 20, 2026

This Week's Highlights & Events

Webinar | Turn LTC Conversations Into Powerful Planning Opportunities

Long-term care planning doesn't have to feel difficult or uncomfortable.

Join Alyssa De La Cruz and Cody Anderson from Nationwide for a high-impact session focused on helping you create stronger, more compelling LTC conversations using flexible cash indemnity solutions.

Discover how Nationwide's CareMatters solutions can help clients address one of retirement's biggest risks — while giving you new ways to differentiate your planning approach.

Life Insurance

Catch up on new Roth rules.

Shape the future. Your Field Advisory Council and our sales leadership are slated to meet in July. Now is the time to share your voice. Connect with council members to share ideas on products, initiatives and trends. Ensure your insights are reflected in the decisions shaping our future.

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,

Here's what's new this week in Life Essentials.

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

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

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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