--- title: News you can use (2) description: Annuity Rates, Marketing Ideas, Annuity Leads, Life Leads, Long-term care information (2) --- [Skip to content](https://synergyannuity.com/news-you-can-use/page/2#main-content) ![Synergy Logo-#](https://synergyannuity.com/hs-fs/hubfs/Synergy%20Logo-%23.png?width=150&height=101&name=Synergy%20Logo-%23.png) - [Home](https://synergyannuity.com/) - [About](https://synergyannuity.com/about) - [Contact](https://synergyannuity.com/contact) Open main navigation Close main navigation - [Home](https://synergyannuity.com/) - [About](https://synergyannuity.com/about) - [Contact](https://synergyannuity.com/contact) - [Contact us](https://synergyannuity.com/contact) [Contact us](https://synergyannuity.com/contact) # Feel free to give us a call - we love a good conversation! In the meantime, allow us to share valuable insights from our top producers. [![](https://synergyannuity.com/hubfs/Health-Wealth-Checkup-scaled.jpeg)](https://synergyannuity.com/news-you-can-use/nationwide-carematters-annuity-a-new-twist-on-the-pension-protection-act-conversation) [LTC](https://synergyannuity.com/news-you-can-use/tag/ltc) ## [Nationwide CareMatters® Annuity: A New Twist on the Pension Protection Act Conversation](https://synergyannuity.com/news-you-can-use/nationwide-carematters-annuity-a-new-twist-on-the-pension-protection-act-conversation) ![Picture of Eric Estrada](https://synergyannuity.com/hs-fs/hubfs/EE%20Head%20shot%202.jpg?width=50&name=EE%20Head%20shot%202.jpg) [Eric Estrada](https://synergyannuity.com/news-you-can-use/author/eric-estrada) Jun 4, 2026, 9:58:32 AM For years, advisors have used Pension Protection Act (PPA) annuities to help clients reposition non-... [Read more](https://synergyannuity.com/news-you-can-use/nationwide-carematters-annuity-a-new-twist-on-the-pension-protection-act-conversation) [![](https://synergyannuity.com/hubfs/ChatGPT%20Image%20Mar%209%2c%202026%2c%2004_53_53%20PM.png)](https://synergyannuity.com/news-you-can-use/stretching-inherited-annuities-a-strategy-many-advisors-overlook) [Smart Tax Planning](https://synergyannuity.com/news-you-can-use/tag/smart-tax-planning), [FIA](https://synergyannuity.com/news-you-can-use/tag/fia) ## [Stretching Inherited Annuities: A Strategy Many Advisors Overlook](https://synergyannuity.com/news-you-can-use/stretching-inherited-annuities-a-strategy-many-advisors-overlook) ![Picture of Eric Estrada](https://synergyannuity.com/hs-fs/hubfs/EE%20Head%20shot%202.jpg?width=50&name=EE%20Head%20shot%202.jpg) [Eric Estrada](https://synergyannuity.com/news-you-can-use/author/eric-estrada) Mar 13, 2026, 9:15:00 AM As the generational wealth transfer accelerates, financial advisors are encountering more situations... [Read more](https://synergyannuity.com/news-you-can-use/stretching-inherited-annuities-a-strategy-many-advisors-overlook) [![](https://synergyannuity.com/hubfs/ChatGPT%20Image%20Mar%209%2c%202026%2c%2004_50_42%20PM.png)](https://synergyannuity.com/news-you-can-use/the-hidden-tax-problem-with-inherited-retirement-money) [Smart Tax Planning](https://synergyannuity.com/news-you-can-use/tag/smart-tax-planning), [FIA](https://synergyannuity.com/news-you-can-use/tag/fia) ## [The Hidden Tax Problem With Inherited Retirement Money](https://synergyannuity.com/news-you-can-use/the-hidden-tax-problem-with-inherited-retirement-money) ![Picture of Eric Estrada](https://synergyannuity.com/hs-fs/hubfs/EE%20Head%20shot%202.jpg?width=50&name=EE%20Head%20shot%202.jpg) [Eric Estrada](https://synergyannuity.com/news-you-can-use/author/eric-estrada) Mar 11, 2026, 10:30:00 AM Over the next two decades, more than $80 trillion is expected to move from one generation to the nex... [Read more](https://synergyannuity.com/news-you-can-use/the-hidden-tax-problem-with-inherited-retirement-money) [![](https://synergyannuity.com/hubfs/ChatGPT%20Image%20Mar%209%2c%202026%2c%2004_48_21%20PM.png)](https://synergyannuity.com/news-you-can-use/what-happens-when-you-inherit-an-annuity) [Smart Tax Planning](https://synergyannuity.com/news-you-can-use/tag/smart-tax-planning), [FIA](https://synergyannuity.com/news-you-can-use/tag/fia) ## [What Happens When Your Client Inherits an Annuity?](https://synergyannuity.com/news-you-can-use/what-happens-when-you-inherit-an-annuity) ![Picture of Eric Estrada](https://synergyannuity.com/hs-fs/hubfs/EE%20Head%20shot%202.jpg?width=50&name=EE%20Head%20shot%202.jpg) [Eric Estrada](https://synergyannuity.com/news-you-can-use/author/eric-estrada) Mar 9, 2026, 4:48:42 PM Over the next two decades, an estimated $80+ trillion will transfer between generations. A meaningfu... [Read more](https://synergyannuity.com/news-you-can-use/what-happens-when-you-inherit-an-annuity) [![](https://synergyannuity.com/hubfs/ChatGPT%20Image%20Aug%2015%2c%202025%2c%2001_35_54%20PM.png)](https://synergyannuity.com/news-you-can-use/replacements-are-now-driving-the-fixed-annuity-market) [Marketing](https://synergyannuity.com/news-you-can-use/tag/marketing) ## [Replacements Are Now Driving the Fixed Annuity Market](https://synergyannuity.com/news-you-can-use/replacements-are-now-driving-the-fixed-annuity-market) ![Picture of Eric Estrada](https://synergyannuity.com/hs-fs/hubfs/EE%20Head%20shot%202.jpg?width=50&name=EE%20Head%20shot%202.jpg) [Eric Estrada](https://synergyannuity.com/news-you-can-use/author/eric-estrada) Jan 23, 2026, 11:00:00 AM Why Advisors Should Start With Their Own Book 4 [Read more](https://synergyannuity.com/news-you-can-use/replacements-are-now-driving-the-fixed-annuity-market) [![](https://synergyannuity.com/hubfs/Health-Wealth-Checkup-scaled.jpeg)](https://synergyannuity.com/news-you-can-use/the-hidden-money-sitting-in-plain-sight) [Marketing](https://synergyannuity.com/news-you-can-use/tag/marketing) ## [The Hidden Money Sitting in Plain Sight:](https://synergyannuity.com/news-you-can-use/the-hidden-money-sitting-in-plain-sight) ![Picture of Eric Estrada](https://synergyannuity.com/hs-fs/hubfs/EE%20Head%20shot%202.jpg?width=50&name=EE%20Head%20shot%202.jpg) [Eric Estrada](https://synergyannuity.com/news-you-can-use/author/eric-estrada) Jan 21, 2026, 3:50:41 PM Most advisors think of annual reviews as a retention task. [Read more](https://synergyannuity.com/news-you-can-use/the-hidden-money-sitting-in-plain-sight) [![](https://synergyannuity.com/hubfs/ChatGPT%20Image%20Sep%209%2c%202025%2c%2012_07_29%20PM.png)](https://synergyannuity.com/news-you-can-use/the-hidden-risk-in-ill-figure-it-out-why-living-benefits-matter-more-than-ever-for-entrepreneurs-and-modern-workers) [Life](https://synergyannuity.com/news-you-can-use/tag/life) ## [The Hidden Risk in “I’ll Figure It Out”: Why Living Benefits Matter More Than Ever for Entrepreneurs and Modern Workers](https://synergyannuity.com/news-you-can-use/the-hidden-risk-in-ill-figure-it-out-why-living-benefits-matter-more-than-ever-for-entrepreneurs-and-modern-workers) ![Picture of Eric Estrada](https://synergyannuity.com/hs-fs/hubfs/EE%20Head%20shot%202.jpg?width=50&name=EE%20Head%20shot%202.jpg) [Eric Estrada](https://synergyannuity.com/news-you-can-use/author/eric-estrada) Jan 9, 2026, 11:30:00 AM Most financial plans are built on an outdated assumption: That income, benefits, and protection are ... [Read more](https://synergyannuity.com/news-you-can-use/the-hidden-risk-in-ill-figure-it-out-why-living-benefits-matter-more-than-ever-for-entrepreneurs-and-modern-workers) [![](https://synergyannuity.com/hubfs/AI-Generated%20Media/Images/a%20big%20bill%20for%20medical%20expenses.jpeg)](https://synergyannuity.com/news-you-can-use/what-living-benefits-cover-that-health-insurance-often-doesnt) [Life](https://synergyannuity.com/news-you-can-use/tag/life) ## [What Living Benefits Cover That Health Insurance Often Doesn’t](https://synergyannuity.com/news-you-can-use/what-living-benefits-cover-that-health-insurance-often-doesnt) ![Picture of Eric Estrada](https://synergyannuity.com/hs-fs/hubfs/EE%20Head%20shot%202.jpg?width=50&name=EE%20Head%20shot%202.jpg) [Eric Estrada](https://synergyannuity.com/news-you-can-use/author/eric-estrada) Jan 7, 2026, 11:30:00 AM One of the biggest misconceptions clients have is believing health insurance solves every problem du... [Read more](https://synergyannuity.com/news-you-can-use/what-living-benefits-cover-that-health-insurance-often-doesnt) [![](https://synergyannuity.com/hubfs/AI-Generated%20Media/Images/rising%20health%20care%20costs%20displayed%20with%20stacks%20of%20coins%20rising%20and%20a%20stethascope%20woven%20in.jpeg)](https://synergyannuity.com/news-you-can-use/living-benefits-101-how-they-work-when-they-trigger-and-what-clients-actually-get-paid) [Life](https://synergyannuity.com/news-you-can-use/tag/life) ## [Living Benefits 101: How They Work, When They Trigger, and What Clients Actually Get Paid](https://synergyannuity.com/news-you-can-use/living-benefits-101-how-they-work-when-they-trigger-and-what-clients-actually-get-paid) ![Picture of Eric Estrada](https://synergyannuity.com/hs-fs/hubfs/EE%20Head%20shot%202.jpg?width=50&name=EE%20Head%20shot%202.jpg) [Eric Estrada](https://synergyannuity.com/news-you-can-use/author/eric-estrada) Jan 5, 2026, 10:48:46 AM Living benefits are one of the most misunderstood—but most powerful—features in modern life insuranc... [Read more](https://synergyannuity.com/news-you-can-use/living-benefits-101-how-they-work-when-they-trigger-and-what-clients-actually-get-paid) [![](https://synergyannuity.com/hubfs/ChatGPT%20Image%20Oct%203%2c%202025%2c%2011_25_11%20AM.png)](https://synergyannuity.com/news-you-can-use/october-playbook-easy-ways-advisors-can-start-living-benefit-conversations) [Life](https://synergyannuity.com/news-you-can-use/tag/life) ## [October Playbook: Easy Ways Advisors Can Start Living Benefit Conversations](https://synergyannuity.com/news-you-can-use/october-playbook-easy-ways-advisors-can-start-living-benefit-conversations) ![Picture of Eric Estrada](https://synergyannuity.com/hs-fs/hubfs/EE%20Head%20shot%202.jpg?width=50&name=EE%20Head%20shot%202.jpg) [Eric Estrada](https://synergyannuity.com/news-you-can-use/author/eric-estrada) Oct 6, 2025, 7:00:09 AM October Playbook: Easy Ways Advisors Can Start Living Benefit Conversations October is Breast Cancer... 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