New Products / Announcements

  • Allianz Life Introduces New Excess Return Indexes
    Allianz Life Introduces New Excess Return Indexes

    Innovative Allocation Options Help Address Concerns over Market Volatility

    To help offer clients the opportunity for a level of stability in rates and flexibility amid market volatility and changing short-term interest rates, Allianz Life Insurance Company of North America (Allianz Life®) has announced three new index allocation options for select life insurance and fixed index annuity (FIA) products: Bloomberg US Dynamic Balance II ER…
    read more
  • Fidelity® Launches Fidelity Digital Assets℠
    Fidelity® Launches Fidelity Digital Assets℠

    New Company to Provide Enterprise-Grade Digital Asset Solutions for Institutional Investors

    Fidelity Investments, one of the world’s largest and most diversified financial services providers with more than $7.2 trillion in client assets, today announced the launch of a new company, Fidelity Digital Asset Services, LLC (“Fidelity Digital Assets”).
    read more
  • American Equity Launches New Fixed Index Annuity
    American Equity Launches New Fixed Index Annuity

    AssetShield 5, 7, 10 offers strong growth opportunities, new liquidity option

    American Equity Investment Life Insurance Company®, a leading underwriter of index and fixed rate annuities, announced a new fixed index annuity product to its competitive product portfolio.
    read more
  • LOMA Launches Customer Experience Certificate Program, Anchored by Award-Winning Impact CX: The Quest Course
    LOMA Launches Customer Experience Certificate Program, Anchored by Award-Winning Impact CX: The Quest Course

    The course and certificate program now available to individual employees

    LOMA today established a customer experience certificate program, Certificate, Customer Experience Essentials, for industry professionals working for life insurance and financial services companies. The three-course program provides students with foundational knowledge of an insurer’s products and services and a practical understanding of how employees across all areas of an insurance company can positively influence the…
    read more
  • TD Ameritrade Invests in ErisX, a New Regulated Cryptocurrency Exchange for Spot and Futures Trading
    TD Ameritrade Invests in ErisX, a New Regulated Cryptocurrency Exchange for Spot and Futures Trading

    A Regulated Derivatives Exchange

    After being among the first financial services firms to offer approved clients with access to bitcoin futures contracts last year, TD Ameritrade Holding Corporation (Nasdaq: AMTD) announced today it has made a strategic investment in ErisX, a regulated derivatives exchange and clearing organization that will include digital asset futures and spot contracts on one platform.
    read more
  • John Hancock Freedom 529 offers the Education Navigator Tool For College Planning
    John Hancock Freedom 529 offers the Education Navigator Tool For College Planning

    An online tool to help customers plan and save, making a complex process manageable

    ohn Hancock Investments today announced that the John Hancock Freedom 529 education savings plan has launched the Education Navigator tool, a complimentary, online suite of college planning tools for clients.
    read more
  • Unum Completes Purchase of Poland-Based Pramerica
    Unum Completes Purchase of Poland-Based Pramerica

    Polish market entry expands Unum’s European footprint

    Unum Group (NYSE: UNM) completed its purchase of Pramerica Życie TUiR SA (“Pramerica”), a financial protection provider in Poland that will support Unum’s long-term growth strategy of protecting more people.
    read more
  • Values-Driven for 158 Years: Guardian’s Story Comes to Life
    Values-Driven for 158 Years: Guardian’s Story Comes to Life

    “Everyone Deserves a Guardian” Launches as First Integrated Brand Campaign in Company’s History

    After a century and a half of quietly taking care of its policyholders and customers, The Guardian Life Insurance Company of America® (Guardian) is stepping forward to tell its story. Since its founding in 1860, the company has grown to become a leading national provider of employee benefits, dental and life insurance.
    read more
  • A SPIA For RIAs
    A SPIA For RIAs

    Nationwide Advisory Solutions Launches Industry’s First Single Premium Immediate Annuity Designed Expressly for RIAs and Fee-Based Advisors

    Nationwide Advisory Solutions, a leading innovator of investing solutions for registered investment advisors (RIAs), fee-based advisors and the clients they serve, has launched Nationwide Advisory Income℠, the industry’s first single-premium immediate annuity (SPIA) designed expressly for RIAs and fee-based advisors.
    read more
  • Securities Training Corporation Announces Availability of Securities Industry Essentials (SIE) Series 7 and Series 79 Top-Off Courses
    Securities Training Corporation Announces Availability of Securities Industry Essentials (SIE) Series 7 and Series 79 Top-Off Courses

    Designed to meet the visual, cognitive and practical needs of today’s learner

    Securities Training Corporation (STC), the market leader in securities training, announced that the company’s FINRA Exam prep Series 7 and Series 79 top-off courses are available for purchase.
    read more
  • Brighthouse Financial Broadens its Product Lineup with Two New Fixed Annuities
    Brighthouse Financial Broadens its Product Lineup with Two New Fixed Annuities

    Latest offerings target growing fixed annuity market, build on strength of existing annuity portfolio

    Brighthouse Financial (Nasdaq: BHF), one of the largest providers of annuities and life insurance in the U.S., announced today the launch of two new fixed annuity products: the BrighthouseSM Fixed Rate Annuity and BrighthouseSM Fixed Rate Annuity MVA through Brighthouse Life Insurance Company.
    read more
  • Principal Launches Principal® Milestones, New Financial Wellness Program
    Principal Launches Principal® Milestones, New Financial Wellness Program

    The holistic, customizable tools and resources seek to boost participant confidence with financial topics

    Nearly half of Americans say their financial situation stresses them out1, and they don’t know where to get help or where to start. In response to this research and feedback from participants, Principal Financial Group® is expanding its financial wellness resources with iGrad’s Enrich™ financial wellness platform.
    read more
  • Penn Mutual Life Insurance Company And M Financial Group Announce New Strategic Relationship
    Penn Mutual Life Insurance Company And M Financial Group Announce New Strategic Relationship

    Partnership aligns high standards and values amid growing demand for whole life products

    The Penn Mutual Life Insurance Company (Penn Mutual) and M Financial Group (M Financial), a collaborative network of independent firms headquartered in Portland, Oregon, are pleased to announce a new specialty carrier relationship that will make Penn Mutual the primary provider of whole life insurance for M Financial.
    read more