Sales Strategies Archives - Creative Edge

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


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


‘Active relationships’ help producer sell $20 million in annuities

As a top producer, Liz Cornell shares her story and her secrets for success: working hard and being honest. Liz Cornell lives in Lake County, Florida, near Fruitland Park, not far from where she went to high school. At age 30, she’s one of the youngest top producers in the insurance industry — she writes… Read More


What are Diamond Leads?

Diamond Leads

With our exclusive lead generation program, Diamond Leads, we’ll get you in front of hundreds of the right prospects. All you have to do is run the leads and write the business! This turnkey seminar program requires a minimal time commitment, but provides a high volume of leads. You don’t even have to present the… Read More


Nine Unique Event Ideas to Grow Sales

Are you looking for innovative ways to generate sales through your existing relationships and build loyalty in select social circles? Hosting well-thought-out and well-planned events can be a great way to gather individuals interested in your services to network with like minds in a comfortable, enjoyable environment. Create memorable occasions that provide opportunities to cultivate… Read More


Athene BCA Elevate™ Is Here

August just got a lot hotter! BCA Elevate offers one of the strongest combinations of both accumulation potential and guaranteed income available today! Below are links to the new lineup of consumer materials; featuring the new Merrill Lynch RPM Index™, 3 new income riders and the enhanced death benefit rider. Access Marketing Materials: New Merrill Lynch RPM… Read More


Stay on Top of Your Game with CreativeOne’s Income Series

Short on time, but crave the latest to stay on top of your game? You’re invited to view our library of powerful webinars where you’ll learn about the latest industry topics at a time that fits your busy schedule! What better way to maximize your time? Take a listen and learn! Income Series 101: Accessing… Read More


Knock, Knock … It’s Opportunity at Your Door

At a time when the current-rate environment is forcing carriers to reduce rates, a unique opportunity has presented itself for producers in Alaska, Connecticut, Delaware, Minnesota, Nevada, Oregon, Pennsylvania, Utah and Washington. What’s the opportunity … the rates on Nine Year New Heights Strategy A got better! How much better? You can now provide your clients 20 percent… Read More


Download The Barron’s 2016 Best Annuities Chart

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


A Word from the Wise: Stephen Stricklin

A Word from the Wise features expertise from industry-related professionals to put you at the top of your game. When Stephen Stricklin founded Wise Wealth LLC, he was motivated by the desire to bring financial wisdom to his clients. A former teacher and counselor, Stephen understands the role knowledge plays in wealth management and preservation… Read More