F&G launches S&P Participation Rate Strategy

As of today F&G has officially launched their S&P Participation Rate Strategy.  F&G will finally have an annual, uncapped strategy for you to offer to your clients! Accumulator Plus 7 & 10  50% Par – 5.91% illustrated rate Accelerator Plus 10 & 14  45% Par –  5.33% illustrated rate For additional information about this new… Read More


Annuity Companies Look to Simplify the 1035 Process

February 13 2019

by Kati Hess

The 1035 exchange isn’t known for efficiency. An exchange between annuities usually requires multiple signed documents, a lengthy compliance and suitability review, and settlement as the funds are transferred between carriers. It’s not unusual for an exchange to take weeks, if not months. That could be changing though. According to a recent article in InvestmentNews,… Read More


Get Your Voice Heard on Social Media

February 12 2019

by Connor Wilson - Sales Specialist

There is no better time to stay in front of prospects and clients online then now! Increase your online engagement with CreativeOne’s Social Media Elite program.   With Social Media Elite, we take care of everything, so there’s no extra work on your end—but think of what could come of it: more engagement and better… Read More


Redtail CRM: Easy to Use, Quick to Deploy & Delivers a Rapid Return on Investment

Looking for more from your CRM? Well, look no further than Redtail. Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office and email archiving solutions in the financial services industry. Cohosted by David Mehlhorn, Director of Sales at Redtail and Dennis Mattern, VP, Training & Development at… Read More


Global Atlantic to extend E-App incentive!

Enhanced Commissions for E-Business Through 6/30/19   You will receive and additional 50bps through 6/30/19 for any Fixed Index Annuity (FIA) sale that comes in as an electronic application (e-app) utilizing: Our SnapApp tool (or directly from Firelight) Your IMO’s ordering system Streamline your earnings potential and receive additional commissions when using an electronic application (e-app)… Read More


Use Redtail to streamline your firm

CreativeOne has partnered with Redtail to offer discounted services. In order to run an efficient business, it is imperative to have a system in place to streamline your customer database processes.  Being organized can directly impact your bottom line. The best part? All contracted agents can receive a discount through CreativeOne. Already have a CRM?… Read More


Quadrupling a Life Opportunity

See how COLI policy reviews really work Our team reviews in force policies daily, maybe even hourly. For some advisors, it creates a significant stream of new sales. It’s a non-threatening service that creates future opportunities. Reviews can easily add six-digit figures straight to an advisor’s bottom line. Stay tuned, we’ll show you how. It’s… Read More

Related terms: Case Studies, Life



Need a hand explaining North American SDA X?

Need a little help or clarification explaining North American’s Strategic Design Annuity (SDA X)?  Check out this quick video touching on some key points that SDA X might be able to offer to your clients today!     For additional information on the SDA X click here to access a copy of the client friendly… Read More


2019 Tax Summary courtesy of Allianz

Nothing is permanent, except change   One thing for certain is the federal income tax rate has been subject to change over the years.  Although tax rates may continue to shift in the future, it’s important to understand how the current federal income tax works and how it might impact your client’s retirement income or financial… Read More


Don’t let thieves steal your clients’ identities

Insure your clients’ assets up to $1 million Instances of identity theft are increasing every year.¹ More than 41 million Americans have had their identities stolen at least once, and older adults are victims of identity theft every four minutes.²⁻³ Offer Identity Theft Protection through CreativeOne CreativeOne recently partnered with IdentityForce, the industry leader with more… Read More


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