Marketing News for Centaurus Representatives Ocean Park Asset Management participates in global uptrends, focuses on depth and diversification in the security selection process, and sells according to a Trailing Stop Discipline. When a decline in the markets meets our already determined sell signals, we move swiftly to reallocate our portfolios, and we sell quickly, without emotion, speculation, or market pontification. Importantly, in the absence of uptrends, our products have the flexibility to quickly and temporarily move to cash allocations up to 100%.
Centaurus Workshops & Conferences
QUANTUM LEAP WORKSHOP
Hyatt Regency Mission Bay
San Diego, California
April 22-24, 2026
Coeur d’Alene Resort
Coeur d’Alene, Idaho
October 14-16, 2026
NATIONAL SALES CONFERENCE
Hyatt Regency Huntington Beach
Huntington Beach, California
July 13-17, 2026
Terranea Resort
Rancho Palos Verdes, California
January 10-15, 2027 (16 for Club 16)
Click Here for the Leaders Conference Qualification Requirements
The top 100 licensed registered representatives of Centaurus who qualify, plus Captain’s Picks, are eligible for an invitation to attend. The qualification period runs 12 months inclusive of commissions received and paid from October 1, 2025 to September 30, 2026. Eligible payroll dates must apply.
NEWS FROM: INSURANCE AND ANNUITIES
Product Leaders
Variable Annuities
• AXA Structured Capital Strategies Plus
• Jackson National Perspective II
• Lincoln Life Level Advantage 2
• Nationwide Destination B 2 0
• Transamerica Structured Index Advantage Annuity
Fixed & Indexed Annuities
• Allianz Accumulation Advantage
• Athene Ascent Pro 10
• Forethought Income 150+
• Nationwide New Heights 9
• North American Secure Horizon Accelerator
Mutual Funds
• American Funds Growth Fund of America
• American Funds Investment Company of America
• JP Morgan Growth Advantage
• Sammons Livewell Mutual Fund
Variable Life
• Equitable COIL Institutional Series
• Lincoln National Variable Universal Life
• Midland National VUL III
• Minnesota Life VUL Defender
• Pacific Life KeyExec II
Fixed & Indexed Life
• Allianz Life Pro Plus
• American United Asset Care IV
• Midland National Strategic Accelerator
• Nationwide Indexed UL Accumulator II
• Pacific Life Indexed Accumulator IV
AnnuityRateWatch.com was founded in 1995 with the purpose of providing MYGA - Fixed and Fixed Indexed Annuity rates and product information in real time to the insurance industry.
Since, Annuity Rate Watch has grown to provide customizable annuity databases, illustration systems, Lifetime Income Rider Quoting, SPIA, RILA, IOVA and Traditional Variable Annuity data to the largest institutional distributors and insurance carriers in the nation.
All rate and product information is sourced directly from the insurance carriers.
Jackson: Is Social Security running out?
Does Social Security have a looming expiration date? Maybe Maybe not That really depends upon your point of view
By late 2032, the trust fund built up for decades will officially be depleted, which could lead to an estimated 24% reduction in benefits if no legislative action is taken. For some, especially those who depend on Social Security as their main income, this reduction could have a meaningful impact on their financial security. But that’s not necessarily the whole story. Is Social Security truly approaching insolvency?
Articles abound proclaiming that Social Security is on the verge of going the way of the dodo bird Kaput Goodbye The end And without action from our government, we will face the end of the trust fund as we know it in just six short years.
That's a scary thought for both those currently collecting retirement, and for the millions of workers hoping to collect their fair share in the future But, in reality, the hype is not only overstated, but there are also actions that you can take today to help bridge the possible gap tomorrow
Continue reading here.
Pacific Life: Tax Management - Fresh Starts and Innovations
As 2026 begins, it’s a natural movement to revisit how retirement accounts can help clients manage taxes throughout the year New contribution limits and evolving distribution strategies create timely opportunities for both savers and those already taking RMDs.
Clients have several ways to improve tax efficiency this year:
Potential postponement of employer-plan RMDs if a client is still working and isn’t considered a >5% owner
Continued contributions within IRA-based employer plans even while taking RMDs, helping to soften the income impact.
Qualified Charitable Distributions (QCDs) for clients age 70 ½+ - including inherited IRA owners – to satisfy RMDs without adding to AGI, which may help keep Medicare premiums and Social Security taxation lower
Find the 2026 Retirement Plan and Social Security Limits Overview here
Product Spotlight
1. Nationwide Destination Navigator 2.0
Nationwide Destination Navigator 2 0 is a variable annuity that can help you accumulate assets for retirement Once you're retired, you can take income from your balance Should you pass away unexpectedly before annuitization occurs, a death benefit will be paid to your beneficiary
2. NexAnnuity: NexCompounder
The NexCompounder FIA offers the potential for increased value based on the positive performance of one or more market indices, while providing 100% protection from market downturns. With tax-deferred growth on interest earnings, investors can accumulate assets more efficiently, making NexCompounder a powerful tool for long-term financial security.
3. MassMutual Index Achiever Advisory Annuity
The Index Achiever Advisory registered index-linked annuity is designed to help your clients grow their retirement assets by taking advantage of some market growth, while reducing exposure to market loss The annuity offers growth opportunity, tax treatment that allows faster growth, partial protection from loss, no fees, access to money, a legacy for your loved ones, and guaranteed income
NEWS FROM : INVESTMENT MANAGERS
Prudential
Inflation is Still A Real Challenge For Retirees
While inflation has slowed to an annual rate of 2.7%, many of us continue to feel the impact of several years of steady increases, particularly in key areas such as food, energy, and housing
Capital Group: 5 charts that put market volatility in perspective
Fallout from the intensifying war in the Middle East has once again put market volatility in the spotlight
Oil prices have surged, sending the cost of gasoline higher and increasing the prospect of a global energy-induced economic slowdown. Since U.S. and Israeli strikes on Iran began in late February, the S&P 500 Index fell about 3.16% through March 18. Meanwhile, the yield on the 10-year U.S. Treasury, a cornerstone of the global financial system, rose to 4.26% from 3.94% before the war, though it remains below where it began the year
Should the worst oil supply shock in decades persist, investors may have doubts about their investment approach in such an uncertain environment. It’s natural to seek safer shores when markets are choppy. But it’s equally important to step back, gain perspective, and look beyond the horizon.
History shows the market has always recovered from previous declines These five insights can help you regain confidence and stay invested for the long haul
Continue reading here.
Hartford Funds: How Changing Interest Rates Affect Bond Prices
Understanding the impact of interest rate changes on bond prices is crucial for effectively managing a fixed-income portfolio.
Rising and falling interest rates can have a significant impact on US Treasuries, which are issued by the US government. Other bond types, such as corporate bonds and mortgage-backed bonds, could be impacted differently due to credit risk (i e , concerns about the issuer’s ability to make timely bond payments) and other factors.
Continue reading here.
NEWS FROM: ADVISORY
Ocean Park Asset Management: The Curse of High Expectations: AI Optimism and the Risks Hiding in Plain Sight: Key takeaways:
• The valuations of leading AI stocks assume perfect execution by those companies, but there are substantial risks, including those that the companies may not have control over.
• Major stock index weightings are dramatically skewed toward a handful of leading AI stocks, and that can lead to concentration risk in indexdriven or index-aware portfolios.
• The market’s fixation on AI has led it to ignore looming risks related to the Federal Reserve, the economy and policy, adding vulnerability to recent market gains.
Read full article here.
SEI Forward: First Quarter 2026 Market Review
Global markets struggled during the last month of the quarter as the conflict in Iran and ongoing private credit troubles forced investors to reassess the outlook for global economic growth, the future path of monetary policy, and optimistic expectations for double-digit earnings growth. Equities reversed course during the quarter as fighting in the Middle East erupted, prompting the U.S. market to outperform the rest of the world in the downturn. The spike in energy costs and other commodities weighed on market performance as the energy sector was the lone positive in March and was the strongest performer during the quarter.
The severity of the selloff in global short-term yields was a bit surprising as investors priced in higher inflation and priced out any notion of central bank easing. Credit spreads widened on the growing private credit concerns which were further heighten ed as several high -profile funds gated investor redemptions.
Lastly, the U.S. dollar was among the few beneficiaries of a flight to safety, finishing the quarter in the green, while gold traded well off its all-time highs.
Read full commentary here.
Carrier Spotlight Advisors Capital Management
Advisors Capital Management was built on one simple premise: to deliver a better, more customized portfolio around the things clients cared about. We believe clients should understand how their investment decisions are made and have a say in where they invest their money.
We are not your typical advisory firm. We know that one size does not fit all and we are committed to creating individually tailored portfolio solutions that meet investors’ individual financial objectives, while putting them in control of their financial future
Click here for more information
NEWS FROM: TECHNOLOGY
Broadridge: Rethinking Emergency Savings in a Time of Geopolitical Uncertainty
For years, the standard advice has been simple: Save three to six months of living expenses in an emergency fund. But in today’s environment marked by persistent inflation, rising energy costs and increasing geopolitical uncertainty that rule may no longer be sufficient for many households. While most financial guidance continues to emphasize staying the course with long-term investments, periods of heightened uncertainty often expose a different vulnerability: cash flow resilience The question isn’t whether you have an emergency fund, but whether it’s built for the realities of today’s economy
Continue reading here.
FMG Suite: FInancial Literacy Month for Advisors: How to Turn April into a Growth Opportunity
The Next-Gen Problem No One Is Talking About:
Here’s a number worth sitting with: 52% of affluent investors expecting an inheritance do not plan to keep working with their benefactor’s advisor.
That’s not a small group. That’s the majority of your nextgeneration clients already planning to take that wealth somewhere else – not because of anything you did wrong, but because you haven’t had the chance to build a relationship with them directly
Financial Literacy Month gives you that opportunity
April creates a natural, non-salesy reason to show up with content that speaks directly to younger clients and the families of your existing clients. A timely post about budgeting becomes a reason for your client to forward your content to their adult child. A welltimed email about money basics opens a conversation that might never have happened otherwise
Continue reading here
Kraken
The only AI-powered marketing platform built for financial advisors and firms combining automation, data intelligence, compliance, and award-winning content in one easy-to-use system.
Snappy Kraken gives you everything you need to attract clients, strengthen relationships, and grow your firm seamlessly and efficiently.
ATHENE: WILL YOUR RETIREMENT INCOME KEEP UP WITH INFLATION?
Everyone feels the effects of inflation. It’s unavoidable when buying groceries, paying a medical bill, picking up household goods, buying a car or purchasing plane tickets for vacation Even though the impact on your purchasing power is obvious, the concept itself can sometimes feel unclear.
You have the power to protect yourself — even as fraud complaints rise and billions of dollars are stolen each year. Scams are becoming more convincing, but by combining emotional safeguards like staying calm under pressure with technical defenses such as strong authentication and vigilant monitoring, you can stay one step ahead. In today’s world, awareness and action are your best tools against increasingly sophisticated threats.
