Annuities Archives - Creative Edge

Protect Your Practice: Client File Record-keeping Considerations

Let’s do a compliance-inspired thought experiment. You met a married couple at a client seminar and have had a couple of follow-up meetings with them. Based on your initial discussions, it appears a fixed index annuity recommendation may be in their best interest, and you’re busy preparing some proposals for them to consider. Their grandkids,… Read More


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


Colorado Bankers Life increases MYGA rates to 3.6% for 5 years

3.6% guaranteed interest rate* for 5 years   CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.6% interest rate, also provides: Monthly Interest Option available after 30 days 10% free withdrawals after the first year An RMD friendly solution A nursing home waiver This is a limited… Read More


Advisor grows practice by 229%. See how.

How one advisor went from the daily grind to focusing on relationships with his clients Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost one of its key personnel, but that didn’t stop Matt from having a record year…. Read More


Complimentary Retirement Planning Software for CreativeOne Agents

Learn about the 2018 Income Maximizer (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… Read More


Mike Tripses: Two Out of Three Ain’t Bad

The 5th Circuit Court of Appeals in a victory for Appellants, U.S. Chamber of Commerce, et.al., by a 2-1 decision ruled on March 15 against the prior District Court decision for DOL, vacating that decision and erasing the Fiduciary Rule. The Appellants questioned whether 1) the new definition of investment advice fiduciary is consistent with… Read More


DOL Fiduciary Rule struck down by 5th Circuit

On Thursday, March 15, the 5th Circuit Court of Appeals issued an opinion to vacate the Department of Labor’s Fiduciary Rule in its entirety. However, the Fiduciary Rule will remain in effect for at least 45 days as the DOL decides on whether to appeal the ruling. Join us as we review the legal decision, the… Read More


Delaware Life introduces the Target Income 10

Start selling Target Income 10℠ today. A few weeks ago, Delaware Life Insurance Company launched Target Income 10℠, and we’ve had a huge response: people find the exceptionally competitive lifetime income it provides to be the missing piece when they’re trying to solve the puzzle of their clients’ portfolios. If you haven’t looked into it,… 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.


Colorado Bankers Life increases MYGA rates to 3.35% for 5 years

3.35% guaranteed interest rate* for 5 years   CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.35% interest rate, also provides: Monthly Interest Option available after 30 days 10% free withdrawals after the first year An RMD friendly solution A nursing home waiver This is a limited… Read More