B2 Report: January

Kick-off the New Year with B2

Back-to-Business Momentum

Let B2 help you make 2026 your best production year yet! To kick things off, B2 has released new and improved features designed to make managing your book even easier, faster, and more impactful.

🆕 NEW ON B2!

• Reporting Support – Use our experts to customize your data to best fit your needs.

• Income Quoter – New filter for selecting and saving your favorite carriers.

• Pro & Pro+ Subscribers – Use our team for case design

Book your consult now

✨Tile Alert:  In Need of LTC!

 With long-term care costs rising and nearly 70% of Americans turning 65 expected to need some form of LTC in their lifetime, planning ahead has never been more important.

Review your B2 LTC report and proactively reach out to clients who may benefit. This is a timely opportunity to protect their future, help them avoid potentially high out-of-pocket costs, and strengthen your client relationships.

B2 Education Center

Come check-out our new Education Center, designed to make it easier than ever to understand and use B2. It brings all you need into one place with short, practical content, quick soundbites, and podcasts – all focused on turning sales concepts into real conversations and action. Less time searching, more time making an impact!

Click for B2 Education Tab

Product Update

Prudential’s new FlexGuard RILA is now live (as of 12/15/2025). The enhanced Performance Lock feature lets you capture gains and reallocate on the same day, while new automatic locks add flexibility and control for planning. Prudential also continues to offer a generous Return of Premium death benefit up to 85%, making it one of only two carriers with this level of flexibility. 

B2 Laughs

Because Every Good Day Starts with a Bad Joke.

Q: What’s a financial advisor’s favorite exercise?

A: Crunching numbers. 🏋️‍♂️