B2 Report: October
- B2
- Oct 31
- 2 min read
New Feature Highlight – “Send Reminders Right to Your Inbox!
Never miss an Insight again. You can now have B2 Insights emailed directly to you — weekly, monthly, or quarterly!
Automate reminders for yourself or your team in just three steps:
1️⃣ Go to My Profile
2️⃣ Select Email Notifications
3️⃣ Choose your preferred schedule and recipients
✨ Stay in the know — without even logging in!
We’ve Made Some Exciting Updates!
Index Horizons to Envisions have now been updated, and any policies containing riders have been excluded to ensure more accurate reporting. We’ve also added all of your rider information for Index Horizon policies.
We’ve also created a new Annuity RMD tile — with the end of the year approaching, you’ll want to ensure all RMDs are met. Check out the list of clients with annuities to make sure no one forgets to pay Uncle Sam!
🔗 View the Annuity RMD Report
Don’t Let Financial Frights Haunt Your Clients 👻
Halloween is here — and while ghosts and goblins are fun, financial scares are not. This season, help clients dodge “spooky” money mistakes with proactive planning and smart protection.
💡 Advisor Tip:
Explore Gift of a Lifetime — a strategy that uses life insurance to set up future generations for success.
Product Spotlight Coming Soon:
Prudential FlexGuard 2 Rolling out in 42 states this November! A next-generation RILA product featuring:
New Performance Lock option
Enhanced growth potential
Updated client resources
📅 Available November 3 — keep an eye on your B2 Quoting Center!
What’s Next from B2
Here’s what’s brewing behind the scenes:
• Marketing to Clients Toolkit — new templates and strategies to elevate your outreach
• MetLife Fix Data Update — improved accuracy, coming soon
B2 Laughs
Because Every Good Day Starts with a Bad Joke.
Q: Why did the vampire become a financial advisor?
A: Because he knew how to make your assets suck less! 🧛♂️💸
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