Annuities Archives - Creative Edge

CreativeOne Presents “The Promise”

As a professional in the financial and insurance industry, you know things can go from zero to 100 in no time. How do you keep up? With a reliable partner by your side. As a diversified financial services organization, CreativeOne provides you innovative products, trendsetting lead-generation and award-winning marketing. We don’t simply follow industry best… Read More


Why Should You Meet a Golf Pro?

Generate Awareness with Golf Sponsorship Are you looking for a way to raise your brand’s awareness among affluent prospects? With CreativeOne’s Hole in One program, you’ll have the opportunity to connect with high-net-worth individuals over golf while potentially expanding your referral network at the same time. How does it work? Contact your local country club… Read More


Meet Matt. He Lost But He Ultimately Won.

A story’s worth a million words. Rather than tell you about ChangePath’s effect on a hypothetical firm, we thought we’d show you a real advisor, Matt, talking about what it did for him. Matt Green had $15 million in assets under management (AUM). Then he lost a key operations person. But — as the cliché goes —… Read More


Say hello to PrimePath

  It’s prime time to talk to clients We’ve made it easy to talk about the PrimePath® fixed index annuity series with clients. Share these pieces individually or in combination to initiate conversations on PrimePath’s unique set of features and benefits. Choose a path that helps address their challenges: Contact your CreativeOne sales team today at… Read More


North American introduces CapitalElite

  Capitalize on time clients have left until retirement If clients are approaching retirement and need to play catch-up, you can help them capitalize on the time they have left with the new CapitalEliteSM fixed index annuity from North American. Clients can choose from a fixed account or index account. While clients aren’t actually able to… Read More


Allianz: Three major items that can impact a client’s retirement

Join us as Cory Zafke of Allianz Life discusses the three major items that can impact a client’s retirement including: Health care Inflation Taxation  


Full DOL rule delayed. What does this mean for you?

The Department of Labor has officially announced the 18-month extension for the start of key provisions of the fiduciary rule. Join us for this interview with Andrew Payne, General Counsel at CreativeOne as we break down: What’s delayed. What’s STILL in effect…and your requirements. What this means to you and your practice.    


How Can You Get Paid Faster?

No one wants to go back to their client for more information. By submitting clean business, we can also get you paid faster. Not all paperwork is completed equal. We’d like to tell you red tape doesn’t matter, but it does — and it can make the difference between being paid after 20 days (our… Read More


Introducing 3.25% MYGA for 5 years

November 13 2017

by CreativeOne - www.creativeone.com

3.25% guaranteed interest rate* for 5 years CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.25% 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… Read More


Welcome Terry Pierce, Senior Vice President, Annuity Sales

We’re excited to add a new player to our team. We’re always growing at CreativeOne. Please welcome Terry Pierce. Terry will serve as one of CreativeOne’s Senior Vice President of Annuity Sales, and he’ll also oversee our external broker-dealer relationships. Terry has worked in the financial services industry for more than 12 years. He’s led… Read More