November 2017 - Creative Edge

Say hello to PrimePath

  It’s prime time to talk to clients We’ve made it easy to talk about the PrimePath® fixed index annuity series with clients. Share these pieces individually or in combination to initiate conversations on PrimePath’s unique set of features and benefits. Choose a path that helps address their challenges: Contact your CreativeOne sales team today at… Read More


North American introduces CapitalElite

  Capitalize on time clients have left until retirement If clients are approaching retirement and need to play catch-up, you can help them capitalize on the time they have left with the new CapitalEliteSM fixed index annuity from North American. Clients can choose from a fixed account or index account. While clients aren’t actually able to… Read More


Allianz: Three major items that can impact a client’s retirement

Join us as Cory Zafke of Allianz Life discusses the three major items that can impact a client’s retirement including: Health care Inflation Taxation  


Full DOL rule delayed. What does this mean for you?

The Department of Labor has officially announced the 18-month extension for the start of key provisions of the fiduciary rule. Join us for this interview with Andrew Payne, General Counsel at CreativeOne as we break down: What’s delayed. What’s STILL in effect…and your requirements. What this means to you and your practice.    


How Can You Get Paid Faster?

No one wants to go back to their client for more information. By submitting clean business, we can also get you paid faster. Not all paperwork is completed equal. We’d like to tell you red tape doesn’t matter, but it does — and it can make the difference between being paid after 20 days (our… Read More


A successful company isn’t just profitable. It’s also compassionate.

November 14 2017

by CreativeOne - www.creativeone.com

It’s not just about the work. It’s also about giving back to the community. This summer, as part of its effort to provide more and better outreach to the community, CreativeOne started an internal committee, Creative Cares, and tasked it with organizing the company’s charitable initiatives. The first chairman of the committee, David Shopmaker, is… Read More

Related terms: Breaking News



Introducing 3.25% MYGA for 5 years

November 13 2017

by CreativeOne - www.creativeone.com

3.25% guaranteed interest rate* for 5 years CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.25% interest rate, also provides:   Monthly Interest Option available after 30 days 10% free withdrawals after the first year An RMD friendly solution A nursing home waiver   This is… Read More


Welcome Terry Pierce, Senior Vice President, Annuity Sales

We’re excited to add a new player to our team. We’re always growing at CreativeOne. Please welcome Terry Pierce. Terry will serve as one of CreativeOne’s Senior Vice President of Annuity Sales, and he’ll also oversee our external broker-dealer relationships. Terry has worked in the financial services industry for more than 12 years. He’s led… Read More


Get 20 New, Affluent Clients in 90 Days with Power Business Coaching

Utilize raving referrals • Double your clients • Cut office hours in half During this 30-minute Power Business Coaching webinar, you’ll learn: Why referrals are 70 percent more likely to buy from you than a seminar attendee. The six-step referral process that makes it easy to get introduced. The “wrong” question most people ask clients…. Read More