Sales Strategies Archives - Page 2 of 6 - Creative Edge

What It Takes to Be Successful at Prospecting

In the November 2015 issue of Research:, industry veteran Bill Good wrote about what it takes to be successful at prospecting. Below is a recap of Good’s article. There are times when things aren’t working the way they should in prospecting, which should signal you to stop and think. You can usually fix any prospecting… Read More


SECOND CHANCE: Balanced Growth Advantage IUL Launch Webinar

  Due to overwhelming response, we have scheduled a second webinar! Join this exclusive webinar for financial professionals hosted by Annexus to find out more about an IUL policy with unlimited growth potential. Don’t miss out — this product is only available to an exclusive group of financial professionals. Balanced Growth Advantage Indexed Universal Life (BGA) from Minnesota Life is… Read More


NAFA 2015 Year in Review & 2016 Perspectives

Join NAFA’s Executive Director, Chip Anderson, for a comprehensive review of NAFA’s 2015 key initiatives as well as details on NAFA’s strategic approach for 2016. Thursday, December 17, 2015 UPDATED START TIME 11:30 a.m. PT | 12:30 p.m. MT | 1:30 p.m. CT | 2:30 p.m. ET Can’t see the button? Register Now. Looking for… Read More


Exploring the “De-Accumulation” Side of Annuities

Over the last 10 years, more than $2.3 trillion of annuity products have been sold in the United States. The overwhelming majority of those sales were into deferred annuity products with the primary intention of tax-deferred growth. Join us for one (or all!) of the webinars in CreativeOne’s Webinar Series: Exploring the “De-Accumulation” Side of… Read More


CreativeOne Offers First-To-Market Turnkey Asset Management Platform for Fixed Indexed Annuities to RIAs

ChangePath Next-Gen TAMP

CreativeOne is excited to announce it has partnered with ChangePath, a next-generation turnkey asset management platform (TAMP). This exclusive opportunity gives CreativeOne producers a competitive advantage because we’re the only agent development organization bringing this to the market. ChangePath’s groundbreaking technology brings together actuarial product development, insurance professionals, third-party asset managers, sub advisors and principal owners of large… Read More


Risk Control Indices in Fixed Indexed Annuities: 10 Good Reasons to Like Them

Risk-control indices have become the second most popular allocation within fixed indexed annuities—join us for a conversation! We’ll explain how they work and outline reasons why they are a good option in today’s volatile and low-interest-rate market. 10:30 a.m. CDT September 17, 2015 Register now


Making it with Millennials: How to Build Trust

In my last article “Why Annuities are Appealing,” I described how the effect of the recession, corporate scandals and 9/11 left Millennials feeling distrustful of large institutions wanting to invest our money in the stock market and why we find annuities so appealing. In this article, I will explain how you can best reach my… Read More


It’s National Annuity Awareness Month!

As an insurance professional with in-depth knowledge of products and services available, the advantages of annuities are no surprise to you, yet they can be surprisingly hard to sell. Many clients have preconceived ideas of what they are, how they work and have some sort of second-party horror story from friends, family members or even… Read More


A Plethora of Marketing Tools at Your Fingertips

With CreativeOne’s Dynamic Marketing Portal (DMP), you can gain access to a multitude of executable marketing tools available online 24/7. Using these custom, hand-selected tools, you’ll be able to implement turnkey programs, connect with prospects and clients cost-effectively, and systematize your marketing. The DMP can make marketing easier, leaving you to what you do best–running the business…. Read More


FIAs: Fact or Fiction

Fact or Fiction? The Truth about FIAs As we forge full speed ahead in 2015, clients continue to look for workable strategies to bridge their retirement gaps and protect their financial futures. With the simplicity of self-education using the Internet, newspapers, magazines and word-of-mouth suggestions from friends and colleagues, clients may think they know the… Read More