THIS WEEK’S PRODUCER NEWS STORIES – SEPTEMBER 15, 2025

Tax Facts at a Glance – After the OBBBA

Transamerica’s Advanced Markets team provides financial professionals strategic guidance on retirement, estate, and tax strategies to help grow their businesses and serve clients with complex financial situations. To that end, check out this one-pager that has been updated to reflect the OBBBA.

Income Protection for Clients

For most of us, it's hard to imagine losing our income due to an unexpected illness or injury. Our lifestyle and how we plan for the future depends on our income. Let's walk your clients through the questions to help them understand what income protection is and why it's important. Download the Income Protection brochure from Principal.

Policy Conversion for Your Business Owner Clients

Goal: Secure short-term life insurance coverage for business partners while deferring the purchase of universal life insurance. Learn how an early policy conversion could lock in lower premiums, avoid additional underwriting, and ensure guaranteed acceptance with an equivalent risk class. Get Case Study from Pacific Life.

Start the LIAM Conversation

To start the Life Insurance Awareness Month conversation with your clients, share our article, “Life Insurance at Any Age: How Coverage Can Help Now and in the Future” – from Symetra.

Protection Planning for Your Clients’ Life Stages

Help clients leverage the benefits of both term and permanent life insurance throughout the personal and professional stages of their lives:

·       For Financial Professionals

·       For Clients

From Securian.

Offering Beneficiary Reviews

Beneficiary reviews give you the opportunity to check in with current or prospective clients. They can often lead to new sales opportunities. Learn how you can offer this critical, value-added service – from The Standard.