April 2019 - Creative Edge

Social Selling for Financial Professionals with Pacific Life

Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand.   What is Social Selling? – Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones. The 4 Key Aspects of Social Selling: Create Your Presence… Read More


Leverage Two Exclusive Shiller Value Strategies in the Athene BCA Suite of FIAs

  New Global Strategy from Shiller Expands Diversification Possibilities. Athene BCA Now Features Two Exclusive Shiller Value Index Options Leverage U.S. and Global index options designed by renowned economist Professor Robert Shiller – available only with the Athene® BCA® Suite of Fixed Indexed Annuities (FIAs). Offer clients even broader diversification with: NEW! Shiller Barclays Global… Read More


New Transamerica FIA Client Microsite

  Introducing SecureRetirement.com – The new microsite that puts the top client-approved content at your fingertips. Introducing SecureRetirement.com – the new microsite that puts all client-approved content at your fingertips. Walk clients through all of the core benefits of Transamerica Secure Retirement Index® II fixed index annuity, including: Growth and Protection Show clients how to… Read More


National Western Life 1% Agent Commission Bonus

National Western Life is offering a limited time 1% commission bonus on all annuity applications (except Prevail Seven and SPIA). To qualify for the bonus, applications must: Be received between April 15, 2019 and May 15, 2019. Be issued and paid by July 15, 2019. But there’s more! For the same period above we’re offering… Read More


How to Implement a Formal Referral Program

We’re already four 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


Nationwide New Heights Renewal Rates

Nationwide’s Ongoing Commitment to Our Members.     Honoring our commitmentto our members Nationwide is committed to offering competitive index allocations at contract purchase and the highest possible index allocations when interest earnings are credited. Consistent Renewal Index Allocations


The Secret to FIA Success? The Index Inside

RIAs, it’s time to rethink….   New Research from ZEBRA CAPITAL for 2019 DOWNLOAD THE research » Last year, Roger Ibbotson wrote a groundbreaking white paper, showing a smart alternative to bonds in retirement portfolios. But NOT ALL bond alternatives are created equal. Now the next chapter in the research from Zebra Capital highlights the… Read More


Identity Force packages available to CreativeOne agents

Identity Theft Protection $1 million ID theft insurance and recovery   Did you know more than 41 million Americans have had their identities stolen1? Many of those individuals are older adults, and maybe it’s happened to someone you know. Why not be part of the solution that protects your clients?  Introducing IdentityForce, a company with 40… Read More


National Western Life Raises Withdrawal Benefit Rider Rollup Rates to 5%

Rollup Rates on the Rise National Western Life Insurance Company (NWL®) has increased the interest rate (sometimes referred to as a rollup rate) to 5% on its Income Outlook and Income Outlook Plus 5 Guaranteed Withdrawal Benefit Riders. “This increased rollup rate solidifies our leadership position in solves for early income and extends our ability… Read More


Cheers to 35 Years and Many More to Come!

CreativeOne celebrates 35 years of diversified financial services. CreativeOne is celebrating its 35th anniversary as one of the industry’s premier annuity and life insurance wholesalers in the independent space. The company was founded in 1984 as a life insurance wholesaler that was started out of a basement and has quickly evolved into a broad diversified… Read More