Breaking News Archives - Creative Edge

We asked our general counsel what could happen with the Fiduciary Rule.

Here are some potential next steps for the Department of Labor’s case in the Fifth Circuit Court of Appeals. Many questions remain about the fate of the Department of Labor’s Fiduciary Rule following the Fifth Circuit’s opinion vacating the rule on March 15, 2018. Is the rule dead? It’s not so simple. The answer to… Read More

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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


DOL Fiduciary Rule struck down by 5th Circuit

On Thursday, March 15, the 5th Circuit Court of Appeals issued an opinion to vacate the Department of Labor’s Fiduciary Rule in its entirety. However, the Fiduciary Rule will remain in effect for at least 45 days as the DOL decides on whether to appeal the ruling. Join us as we review the legal decision, the… Read More


IMAX and the new Trump tax plan

IMAX

Learn about the 2018 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 Tracker. Understanding… Read More


Colorado Bankers Life increases MYGA rates to 3.35% for 5 years

3.35% guaranteed interest rate* for 5 years   CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.35% 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


New Year’s Resolutions and Revolutions – Part 2

President Trump, while certainly not Mark Twain or Will Rogers, has made a mark with his coined phrases. “Fake news” looks to have substantial life ahead of it. Look at the visceral responses it invokes. Partisans to the right have “trumpeted” the phrase, while leftwing partisans, and much of the established media, decry it. News… Read More

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Update from Allianz on the DOL Fiduciary Rule

Update on DOL fiduciary rule I am writing you today to give you an important update relating to the Department of Labor (DOL) fiduciary rule. Last December, in an email to all Allianz PreferredSM agents, we mentioned that we would be implementing a pilot program through which we would select a limited sample of submitted… Read More


New Year’s Resolutions and Revolutions – Part 1

Predictions are all the rage at the artificial divisions carved by our Gregorian calendar, but they are also a stern master. I wish I had the qualities of a seer, but on topics like the economy and what advisor business will be like next year, the best minds will often be off target. Albert Einstein… 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


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.