Breaking News Archives - Page 2 of 6 - Creative Edge

Now available: Protective® Guaranteed Income Indexed Annuity

New product available through CreativeOne: Protective® Guaranteed Income Indexed Annuity As part of our ongoing commitment to financial professionals like you who share in our mission of protecting financial futures, we are pleased to offer a new and exclusive indexed annuity that was carefully designed around your specific business model: Protective® Guaranteed Income Indexed Annuity,… Read More


Delaware Life Introduces Life Target Income 10

Delaware Life Introduces Life Target Income 10 It’s a flexible premium deferred fixed index annuity built for clients focused on retirement income planning and looking for guaranteed lifetime income. Delaware Life Target Income 10SM also delivers competitive accumulation potential and principal protection. Highlights include: There is no direct downside market risk to your money. Guaranteed… Read More


DOL Fiduciary Rule Update

As of Friday, May 17, 2018 the Department of Labor’s Fiduciary Rule remains in effect. Despite the Fifth Circuit issuing an opinion vacating the rule, the Circuit has yet to issue a mandate to officially vacate the rule. The earliest the court could have issued the mandate was May 7. This incredibly long delay has… Read More

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BREAKING NEWS: 5th Circuit Court Denies Motions by AARP, States

The Fifth Circuit Court has denied the motions to intervene with the Department of Labor Fiduciary Rule filed on April 26, 2018, by the American Association of Retired Persons (AARP) and the states of California, New York and Oregon. The motions were a last-ditch attempt to salvage the Department of Labor’s Fiduciary Rule. With the… 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


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