Connor WilsonSales Specialist - Creative Edge

Back by Popular Demand: BCA RMD and Legacy 4% Sales Solution

RMD and Legacy Sales Solution Show them a smarter strategy for protecting their legacy while taking RMDs.


Great American new Landmark 3 now available in Nevada

Great American’s NEW American Landmark 3 fixed-indexed annuity is now available for sales in Nevada and offers: Our shortest early withdrawal charge period yet, with charges that end after three years Issue ages up to age 90 Tax-deferred growth opportunity with three indexed strategies with competitive cap rates RMD-friendly systematic withdrawals A death benefit that is the greater of the account value or GMSV A simple, transparent… Read More


Delaware Life’s Target Income 10 delivers principal protection

It’s a flexible premium deferred fixed index annuity built for clients focused on retirement income planning and looking for guaranteed lifetime income. Delaware Life Target Income 10℠ also delivers competitive accumulation potential and principal protection.   Highlights include: There is no direct downside market risk to your money. Guaranteed growth. Receive a guaranteed level of… Read More


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


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


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


Writing 403(b) business?

Are you writing 403(b) business?  North American may have the tools to help your business grow. A 403(b) tax-sheltered annuity is a retirement program allowed by the Internal Revenue code, allowing employees of most tax-exempt 501(c) (3) organizations to contribute pre-tax dollars for their retirement. The 403(b) plan regulations clarify that a 403(b) plan is… Read More


Could Your Clients’ Portfolios Withstand A Bear Market?

Since March 2009, the S&P 500 has gained over 300%. Unfortunately, when long-run bull markets end, the decline can be dramatic. In fact, the average bear market return is -45%. Could your clients afford for their $100,000 investment to become $55,000?   Plus, it can take a significant return to recover from loss. If today’s… Read More


NYSE® EXPANDED OPPORTUNITIES INDEX

Available exclusively in the Transamerica Secure Retirement Index® II Annuity Objective: Long-term growthApproach: Leverages a proprietary asset class forecasting and allocation model that mimics the strategies used by the Solutions & Multi-Asset Group Asset Classes: Represented by 13 indices and exchange-traded funds (ETFs) with global exposure across equities, bonds, and alternatives. 1 Morgan Stanley Investment… Read More