June 2018 - Creative Edge

CreativeOne DOL Fiduciary Rule Update

6/28/2018 On June 21, 2018, the 5th Circuit Court of Appeals ruling that the Department of Labor (DOL) had exceeded its authority in issuing its fiduciary rule was officially vacated. This means that the Fiduciary Rule has been revoked in its entirety and is no longer in effect. What does this mean to you? You… Read More


Colorado Bankers Life MYGA Rates on the Move Again!

*As of July 1, 2018; rates are subject to change. RATE INCREASE: Act now! 4.10% – CBLA 7 3.80% – CBLA 5 3.10% – CBLA 3   In addition to the guaranteed interest rate*, these Single Premium Multi-Year Guaranteed Rate Annuities also provide: 10% free withdrawals after the first year An RMD friendly solution A… Read More


New Client Brochure Based on Roger Ibbotson’s Groundbreaking Research

Roger Ibbotson’s latest white paper declares FIAs may be a better bond alternative for clients approaching retirement. Now there’s a new client brochure that demonstrates how his behavioral finance research was applied to an index designed to offer the potential for higher returns with less risk. Show your clients how Nationwide New Heights® with the… Read More


National Annuity Awareness Month

Its National Annuity Awareness Month! This means it is a great time to spread your #AnnuityAwareness. For example, data shows pre-retirees who feel most prepared for retirement are 10x as likely to have an annuity in their financial portfolio.1 Join the online conversation by using #AnnuityAwareness, and check out the Indexed Annuity Leadership Council’s educational… Read More


Big changes to Facebook plus a new Facebook seminar promo!

Facebook’s changing. Here’s what you should know. Facebook’s changing some of its privacy policies, and changing the way advertisers can target consumers. What does this mean to you? You shouldn’t see much of a change when you do a Facebook seminar through CreativeOne. Our CreativeOne Director of Digital Lead Generation, Perry Boles, is now Facebook… Read More


How to choose a CRM platform

Don’t lose sight of your customers. When you’re a small business owner running your own financial services company, you have to wear all of the hats. That includes marketing and customer relations. It’s not just about leads alone — it’s about converting, and about maintaining those connections you make. Do you have the right customer… Read More

Related terms: Marketing



How to Improve Your SEO

You might be making these common SEO mistakes. Search Engine Optimization, known in marketing circles as SEO, means writing, but not for people—SEO is about writing for computers. That’s an entirely different way of thinking, although some principles, like having a point, hold true. Take a look at these 5 Tips for Writing and SEO Optimization from… Read More

Related terms: Marketing



Income with Agility Coming Soon!

Athene Agility Coming June 11, 2018 Help clients open doors to retirement possibilities. Athene Agility gives your clients the flexibility to plan for future income needs. And you can do more of what you do best — deliver the solutions that meet your clients’ needs. The Athene Agility 10-year fixed indexed annuity is designed to… Read More


Help keep your clients exposed to equities with a level of protection

Tools for Your Clients to Understand How Shield Can Help.   Brighthouse ShieldSM Annuities are designed to help clients take advantage of the growth opportunities equities offer while providing a level of protection in down markets. These tools can help clients see it in action. Give your clients a “hands-on” lesson with the Shield Interactive… Read More


Now available: Protective® Guaranteed Income Indexed Annuity

New product available through CreativeOne: Protective® Guaranteed Income Indexed Annuity As part of our ongoing commitment to financial professionals like you who share in our mission of protecting financial futures, we are pleased to offer a new and exclusive indexed annuity that was carefully designed around your specific business model: Protective® Guaranteed Income Indexed Annuity,… Read More