Connor WilsonSales Specialist - Creative Edge

2019 Tax Summary courtsey of Allianz

Nothing is permanent, except change   One thing for certain is the federal income tax rate has been subject to change over the years.  Although tax rates may continue to shift in the future, it’s important to understand how the current federal income tax works and how it might impact your client’s retirement income or financial… Read More


National Western “Dynamic” Series Just Got Redefined

NWL® CORE DYNAMIC and PRO DYNAMIC now have higher guaranteed renewals. Read on for some quick info on two of the industry’s well-known products. Guaranteed 70% minimum Participation Rate in renewal years Low Volatility Annual Point-to-Point Index strategy (Option U) No Asset Fee 10% Free Withdrawals each year after the first year; Cumulative to a… Read More


Blackstone Makes Strategic Investment in Annexus

SCOTTSDALE, (Arizona) — Annexus, a leading designer of annuities and insurance-based retirement products, and Blackstone, one of the world’s leading investment firms, announced that funds advised by Blackstone Tactical Opportunities (“Blackstone”) have made a strategic investment in Annexus, acquiring a minority stake in the company. Menes Chee, a Blackstone Senior Managing Director, said: “We are… Read More


Global Atlantic to extend E-App incentive!

December 31 2018

by Connor Wilson - Sales Specialist

Enhanced Commissions for E-Business Through 1/31/19   You will receive and additional 50bps through 1/31/19 for any Fixed Index Annuity (FIA) sale that comes in as an electronic application (e-app) utilizing: Our SnapApp tool (or directly from Firelight) Your IMO’s ordering system Streamline your earnings potential and receive additional commissions when using an electronic application (e-app)… Read More


A.M. Best Upgrades F&G to A-

November 20 2018

by Connor Wilson - Sales Specialist

Today A.M. Best announced that they have upgraded F&G’s main operating companies’ financial strength ratings to A- or “Excellent” (FGLIC/FGLICNY).1 This news signifies the great progress F&G has made over the past year and reflects the strength of their distribution. We are excited about the opportunities F&G’s enhanced ratings profile offers and remain committed to… Read More


Introducing Target Income 10℠ from Delaware Life Insurance Company

A new fixed indexed annuity with exceptionally competitive lifetime income.   Click Here to Download ​the Product Brochure   Click Here to Download Illustrations ​& Literature Select your state to download the Product Profile for your area:  


New Product By North American Webinar Opportunity

While the Strategic Design Annuity X (SDA X) fixed index annuity won’t hit the market until Nov. 6, you can get a head start on the competition by getting trained right away: Be among the first to learn about our first-to-market Inverse Edge Trigger strategy. Clients get 200 percent of interest credited through a guaranteed lifetime… Read More


Introducing the Lincoln Retirement SafeGuard℠

With so many competing retirement priorities to consider, it’s important today’s consumers have access to flexible solutions they can tailor to meet multiple needs. In fact, what if you could present them with a way to leverage one asset to address four important uses? The Lincoln Retirement SafeGuard℠ fixed indexed annuity can help clients: Capitalize… Read More


Single Premium Life Selling Secrets Revealed!

Many advisors serve a customer base who want and need the protection and benefits of Single Premium Life. In particular, the availability of accelerated benefits to help fund long-term care and home health care expenses is in high demand. Despite this need, many agents say, “I’d love to sell Single Premium Life, I just don’t… Read More


Stability and Predictability. CBLA offers both!

September 11 2018

by Connor Wilson - Sales Specialist

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 nursing home wavier For more information call 800.992.2642

Related terms: Annuities