CreativeOnewww.creativeone.com - Creative Edge

Educate Retirees on Why Diversification Matters so Much with Sagicor Life

Introducing Sagicor’s Sage Secure FIA is designed for accumulation with index-linked options and a choice of 5, 7, or 10 Year Surrender Charge periods. Sage Secure FIA highlights include:• A global multi-index strategy that utilizes three large indexes with strong PAR• A domestic strategy with competitive CAP• 5, 7 & 10-year durations• No surrender charge… Read More


The Jim Lee Approach – How to Build a Successful Business

On Friday, March 1, over 50 IRS workers filed into a conference on the eighth floor of the Edward J. Schwartz Federal Building in downtown San Diego. They filled their plates with a catered lunch and then, one at a time, stood and spoke about their coworker Malcolm, who was retiring after 42 years of… Read More


Mobilize Sales Concept: Route 65

Have clients looking to maximize their Social Security benefits? North American’s new Mobilize video and sales concept could help. Take Bob, for exampleAge: 62Preferred retirement age: 65 Financial situation: • Healthy, happily and productively working at an annual salary of $80,000• Comfortable level of personal savings • Not counting on Social Security so he can… Read More


Have you completed your IRA Rollover Checklist?

If not Pacific Life can help! In many instances, rolling over your clients retirement plan assets to an IRA can help them better achieve their retirement goals. Before making this decision, it’s important to review key aspects of your client’s financial situation and carefully evaluate the pros and cons that a rollover might offer. This… Read More


“X” Marks the Spot with North American SDA X

Put the retirement X-factor on your side with a fixed index annuity from North American What sets Strategic Design Annuity X apart? A single-premium, fixed index annuity, the Strategic Design Annuity X combines accumulation potential, innovative liquidity features, and options to strategically plan for your client’s retirement income. You and your clients can use its… 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


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