Annuities Archives - Page 2 of 30 - Creative Edge

3.85% FG Guarantee-Platinum 7 MYGA

For a limited time, Fidelity & Guaranty Life® is offering 3.85 percent for the FG Guarantee- Platinum® 7, a single premium fixed deferred annuity for new contracts issued on or after April 1, 2018. This rate is subject to change at our sole discretion at any time. This initial rate is guaranteed for the first seven… Read More


Breaking News: States, AARP move to save the DOL Fiduciary Rule

Three states and the AARP work to salvage DOL Fiduciary Rule California, New York and Oregon — and the American Association of Retired People (AARP) — have made a last-ditch effort to save the DOL Fiduciary Rule. In a motion filed with the Fifth Circuit Court today, these states and the AARP are seeking to… Read More


$10 MM Producer Shares Secrets of Educational Course

Robin Hofheinz has worked in the financial field for more than 15 years. Recently, she’s found great success with our Simplify Your Retirement (SYR) course, which allows her to help her clients learn about various retirement income strategies. We sat down with Robin to talk about the exclusive CreativeOne program, how she came to believe… Read More


CreativeOne teams up with Brighthouse Financial

CreativeOne is excited to team up with Brighthouse Financial. Contact your CreativeOne sales team at 800.992.2642 for details.


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