CreativeOnewww.creativeone.com - 2/26 - Creative Edge

3 Tips for Stellar Annual Reviews

You probably have yearly reviews for your clients. But are you getting the most out of them? Most agents and advisors make time to meet with their clients once a year, whether the client needs to talk or not. If everything’s going smoothly, you might not have a reason to meet per se, but it’s… Read More

Related terms: Marketing



$10 MM Producer Shares Secrets of Educational Course

Robin Hofheinz has worked in the financial field for more than 15 years. Recently, she’s found great success with our Simplify Your Retirement (SYR) course, which allows her to help her clients learn about various retirement income strategies. We sat down with Robin to talk about the exclusive CreativeOne program, how she came to believe… Read More


SEC Proposes New Rule for Broker-Dealers

On Wednesday, April 18, the SEC proposed a best-interest standard for broker-dealers. Under this proposed standard, broker-dealers and associated persons would be required to adhere to the best interest of the client and to develop policies and procedures to mitigate and disclose conflicts of interest. It would also prohibit BDs and associated persons from holding… Read More


You’re Invited: April 12 Women’s Empowerment Webinar

Join North American for an exciting webinar Empowered: Women and retirement Help women embrace increasing responsibility as financial decision-makers As of 2014, 96 percent of women 25 to 70 years old reported being at least partly responsible for making financial decisions in their households1. And it’s estimated that 90 percent of women will be solely… Read More

Related terms: Uncategorized



Delaware Life Communication to Your Clients

Update: Delaware Life, Group One Thousand One and a New Look You may recall that in September, Delaware Life Holdings, LLC was renamed Group One Thousand One, LLC. Group One Thousand One, LLC is the direct parent company of Delaware Life Insurance Company and the indirect parent of its subsidiary Delaware Life Insurance Company of… Read More


Can your wealth affect your health? Researchers say yes.

As reported in The Washington Post, a new study in the Journal of the American Medical Association has found two very alarming things: (1) sudden losses of wealth between people ages 51 and 61 are surprisingly common; and (2) they increase the person’s chance of dying quite substantially, from any cause. Among the people studied by researchers,… Read More

Related terms: Industry News



Up 15.81% in 2017: NYSE Zebra Edge Index

The first NYSE® index inside a fixed indexed annuity applies the behavioral finance research of renowned economist Roger Ibbotson. The NYSE® Zebra Edge® Index selects less popular stocks for a greater growth opportunity with less volatility. When combined with the Nationwide New Heights® fixed indexed annuities, clients may benefit from: • 15.81% Index Return in 20171 • 150% Index… Read More


Find out how to roll out money from your client’s 401(k) anytime without penalty

What is an In-Service Alternative Rollover? The In-Service Alternate Rollover is a revolutionary process that has made it possible to transform financial planners’ businesses across the nation. An In-Service Alternate Rollover (ISAR) process allows your clients to rollover money that was formerly inaccessible. Roll money out of your client’s 401(k) into an independent retirement account (IRA)… Read More


F&G adds new products to FireLight platform

As of today, F&G has added the following products to FireLight: F&G Accumulator Plus 7 & 10 F&G Prosperity Elite 7, 10, & 14 F&G Performance Pro Questions? Contact your CreativeOne sales team at 800.992.2642.


IMAX and the new Trump tax plan

IMAX

Learn about the 2018 IMAX Updates SIGN ME UP » As a CreativeOne agent, you have complimentary access to our Income Maximizer (IMAX) software. With the New Year comes change, and IMAX has several updates we want to share with you including: How to uncover potential Roth conversion opportunities using IMAX’s new Bracket Tracker. Understanding… Read More