Sales Strategies Archives - Creative Edge

Introducing the Lincoln Retirement SafeGuard℠

With so many competing retirement priorities to consider, it’s important today’s consumers have access to flexible solutions they can tailor to meet multiple needs. In fact, what if you could present them with a way to leverage one asset to address four important uses? The Lincoln Retirement SafeGuard℠ fixed indexed annuity can help clients: Capitalize… Read More


CreativeOne’s has a new game-changing app.

Welcome to the CreativeOne app and the GLWB Investigator. For licensed financial professionals, finding the right product for the right client isn’t always easy. You have to do a lot of research if you want to do your job right. Enter CreativeOne’s new app. Before this app came out, advisors and agents had to follow… Read More


New Client Brochure Based on Roger Ibbotson’s Groundbreaking Research

Roger Ibbotson’s latest white paper declares FIAs may be a better bond alternative for clients approaching retirement. Now there’s a new client brochure that demonstrates how his behavioral finance research was applied to an index designed to offer the potential for higher returns with less risk. Show your clients how Nationwide New Heights® with the… Read More


Are you asking your clients the wrong referral question?

You can ask for referrals in a way that doesn’t make your client uncomfortable. Asking for referrals is difficult. First, who do you ask for one? Not all of your customers will give you qualified leads, and not all of them will act as a brand evangelist for you. Second, people don’t like being asked 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


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


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


Hit It Hard and Utilize Diamond Leads

Diamond Leads

With 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 seminar—all you do is show… Read More


In-Person IMAX Training

Join us for a live 1 1/2 day in-person event in Scottsdale, Arizona hosted by Thomas Gold Solutions. Super charge your knowledge of Income Maximizer. 10 hours of software education and appointment training. Small class size, 14 attendees max, breakfast & lunch included. Multiple locations and dates for your convenience. March – Scottsdale (March 22-23,… Read More