Sarah WilliamsDirector of Marketing Services - Creative Edge

Redtail CRM: Easy to Use, Quick to Deploy & Delivers a Rapid Return on Investment

Looking for more from your CRM? Well, look no further than Redtail. Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office and email archiving solutions in the financial services industry. Cohosted by David Mehlhorn, Director of Sales at Redtail and Dennis Mattern, VP, Training & Development at… Read More


Need a hand explaining North American SDA X?

Need a little help or clarification explaining North American’s Strategic Design Annuity (SDA X)?  Check out this quick video touching on some key points that SDA X might be able to offer to your clients today!     For additional information on the SDA X click here to access a copy of the client friendly… Read More


How to use social media this holiday season.

The holiday season is upon us. Don’t waste it. You know them: Christmas Eve and Christmas Day (December 24 and 25), Hanukkah (now past—it ended on December 10), Kwanzaa (December 26 to January 1) and New Year’s Eve and Day. If you’re in Canada, you have Boxing Day, too. Or maybe you’re a Seinfeld fan… Read More


Making a marketing plan for 2019.

We know what works and what doesn’t to grow your firm. Let us show you firsthand. Every year it’s the same. You resolve to take advantage of the new year to reinvigorate your business. You start off hot, burning up new ideas, but there are too many to choose from, and you’re not sure what… Read More

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Strategic Design Annuity℠: The Industry X-Factor

New fixed index annuity offers income potential, maximizes flexibility Launching Nov. 6, introduce your clients and prospects to the all-new Strategic Design Annuity℠ X, North American’s new fixed index annuity with the income X-factor. Double up – 200 percent of interest credited through a guaranteed lifetime withdrawal benefit (GLWB) value roll-up. Dynamic retirement income – Up… Read More


CBLife Rate Changes Effective October 27, 2018

CBLA Multi-year, Tax Deferred Guaranteed Return Annuities Issued by Colorado Bankers Life Insurance Company (CBLife) CBLife 3, 5, 7 Annuities: Rates will change Saturday, October 27, 2018.  To secure current rates, all new business applications must be eApps with eSignatures and submitted prior to 11:59 p.m. EDT on Friday, October 26, 2018.  No paper applications,… 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 10SM 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 income… Read More


CBLife Annuity Business Goes Paperless

CBLife is committed to making your experience faster and easier when: Submitting apps; Receiving confirmations and updates on new business processing; Delivering policies to contract owners CBLife is making significant investments in technology, as demonstrated by their recent launches of eApplication and eDelivery for our annuity products. Effective October 1, 2018, CBLife moved to a… Read More


Barron’s 50 Best Annuities for 2018

Barron’s, one of America’s top financial newspapers and magazines, recently published its annual review of the most competitive annuity products in the marketplace focusing on providing guaranteed income for life. It highlights the 50 most competitive products available today, comparing and contrasting the primary income annuity alternatives including variable annuities, deferred income annuities, immediate income… Read More


Big changes to Facebook plus a new Facebook seminar promo!

Facebook’s changing. Here’s what you should know. Facebook’s changing some of its privacy policies, and changing the way advertisers can target consumers. What does this mean to you? You shouldn’t see much of a change when you do a Facebook seminar through CreativeOne. Our CreativeOne Director of Digital Lead Generation, Perry Boles, is now Facebook… Read More