#LifeHack – New 4% Rule by AIG

Need help explaining to your clients exactly how much they should be targeting to save for a comfortable retirement?  We all love things that make our jobs easier and faster… This new iteration of the “4% Rule” shows you how to assist your clients in planning their ideal savings for retirement in a few quick… Read More


Stay Above Board with Your Social Media

March 19 2019

by Kati Hess

Social media is the name of the game these days. Recently, LinkedIn found that 81% of all small and medium businesses use some kind of social platform. And while social media is known for being a seamless and fast form of communication, it also brings with it a level of record-keeping for financial advisors. FINRA… Read More


How to Implement a Formal Referral Program

We’re already three months into 2019. Are you on track to hit your new client goals for the first part of the year? If your answer is no, you’re not alone. The good news is you still have time to get on track and hit your growth objectives. One way to acquire new clients is… Read More


F&G Shakes It Up With a Bold New Identity

A leading provider of annuities and life insurance to over 700,000 Americans, unveiled a distinctive and innovative corporate identity program highlighting the company’s commitment to raise its visibility in the financial marketplace and reinforce how it stands out from competitors. The cornerstones of this program include the decision to simplify their name from Fidelity &… Read More


Help your clients enter retirement confident with Nationwide

February 26 2019

by Connor Wilson - Sales Specialist

A source of income for life As retirement draws nearer, many of us reach a point when we begin to wonder how we’ll generate income and if that income will be enough to carry us through retirement. If you’re invested in equities, it’s natural to consider what impact a major downturn could have on your… Read More


How do I make sure my Facebook seminars are guaranteed?

February 22 2019

by Kati Hess

Are you currently doing a Facebook seminar? Let’s make sure it’s guaranteed! Below you will find our best practices, terms and conditions designed to help you get the best performance out of your Facebook seminar with CreativeOne. Only seminars that follow these best practices will qualify for our guarantee. We will still run your seminar,… Read More


How a $7 MM Advisor Got His Leads with a Golf Ball

Generate Awareness with Golf Sponsorship Are you looking for a way to raise your brand’s awareness among affluent prospects? With CreativeOne’s Hole in One program, you’ll have the opportunity to connect with high-net-worth individuals over golf while potentially expanding your referral network at the same time. How does it work? Contact your local country club… Read More


How to Boost Your Practice’s Organic Referrals

February 21 2019

by CreativeOne - www.creativeone.com

If only I could clone my best clients. It’s a thought that’s crossed every financial professional’s mind at some point. Your best clients are the ones who generate revenue and are easy to work with. If you could gain a few dozen more clients like your 10 best, it would transform your business. The good… Read More


If Indexed Universal Life Was Like Football

OK football fans, if you’re tiptoeing in the IUL market, take a look at NACOLAH’s flyer on IUL. It has a great analogy that shows the main advantages of index accounts that shields from negative returns through a zero-percent floor.  Right now, NACOLAH’s IUL is one of our leading products—it’s well priced and has excellent… Read More

Related terms: Life



Life Policy Reviews are Overlooked Opportunities

February 21 2019

by Steve Baum

Right now, is the perfect time to begin scheduling policy reviews! Not only does life change from year to year, but life insurance products can also change over time.  As you meet with your clients, here are a few items to consider: Could your client retain the same coverage, but at a lower cost? Is… Read More

Related terms: Life



View a snapshot of our Top Annuity Products

Creative Edge