All Posts

Spring cleaning is here and it’s the perfect opportunity to tidy up your book of business and uncover low-hanging fruit that can help jumpstart a strong Q2 for your clients. With that in mind, here’s some timely and relevant news for your business, B2, and beyond. 💡 B2 Advisor Week During the week of March 23rd, we hosted B2 Advisor Week for all subscribers on our platform. Thank you to the over 350 people that joined , asked thoughtful questions, and shared excellent fee

All session invites will be sent directly to each advisor and their team, including the meeting link. B2 will record each session and share the corresponding video and PowerPoint  after the sessions take place. If you have any questions, please feel free to reach out to Christina Campbell at christina@getb2.com .

🆕 NEW ON B2! Investment Tab  – The platform has been updated to clearly show Non-Qualified vs. Qualified accounts on the Investment page. B2 Advisor Week  – We will be hosting a week of sessions where subscribers and their teams can join the courses that best fit their needs, from Back to Basics and Product specific (Annuity and Life) reviews to more advanced training. More details will be shared soon. Proxy User Update  – Proxy users will now receive all outreach communicat

In this article, we’re going to discuss laddering fixed indexed annuities and how this strategy can provide: More liquidity to the client through the respective CDSC periods An opportunity cost of only 5% in ending account value for maximum liquidity How to find eligible clients in B2 In high-interest rate environments, a huge driver of fixed annuity sales comes from the concept of laddering MYGAs. The premise is simple- divvy up the premium that would be used for one MYGA an

B2 Report: New Year with B2 🥳 This month’s B2 Report is packed with new features and updates to keep you informed to kick-off 2026!

B2 Report: October – Tricks, Treats, and Smart Money Moves 🎃 This month’s B2 Report is packed with updates to keep you informed and ahead of the curve. Automate your Insights emails, explore improved Index Horizons reporting, and check out the new Annuity RMD tile to stay on top of year-end requirements. Plus, don’t miss our Advisor Tip — “Gift of a Lifetime” — and get ready for the release of Prudential FlexGuard 2 coming November 3!