Case Consulting Archives - Creative Edge

Women Face Different Retirement Income Planning Challenges

Have you noticed certain challenges that affect women when it comes to retirement income planning and savings? It’s important to know about these challenges, and create a strategy to combat them, so they may live a comfortable retirement. A startling insight: 70 percent of women leave their advisor after the death of or divorce from… Read More


The Blitz: Don’t Get Declined, Use a Proper Design

The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions.   Upcoming Webinars Client profile:… 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


What is a Living Benefit?

May 20 2016

by Creative Life Sales Team

Living Benefits: Changing Real Lives Robert Sanchez: $733,062.00 Isabella Martinez: $120,552.74 Rachael Roberts: $51,860.10 Bonnie Thomas: $234,364.24 What is a Living Benefit? In insurance terms, Living Benefits are Accelerated Benefit Riders (ABRs)1, which provide the option of receiving a partial or fill accelerated life insurance benefit if the insured experiences a qualifying medical condition. What… Read More


The Importance of Annual Reviews

Now is a great time to start setting up your client annual reviews. Not only are they a great way to stay top-of-mind with clients, but these appointments also create opportunities to ask your best clients for referrals and cross sell life insurance to them. Think about it. Isn’t it easier to ask clients who… Read More


New Product: Signature Guaranteed Universal Life Insurance

Signature Guaranteed Universal Life Insurance … with guaranteed cash-out rider! Your Policy, Your Way! Dial the Guarantee that Works for You: Customize the amount and length of the guaranteed death benefit between ages 95 to 121.1 Highly competitive premiums. Contractual Late-Payment Forgiveness. Additional Flexibility: Guaranteed Cash-Out in Policy Years 15, 20 and 25.2 Cash-Out Value: a… Read More


Nationwide YourLife CareMatters as a Tool in Advanced Planning

February 15 2016

by CreativeOne - www.creativeone.com

Explore opportunities for linked benefit long-term care solutions outside the individual client market

 during this informative webinar. Join us to learn: The value of using Nationwide YourLife CareMatters in an Irrevocable Life Insurance Trust (ILIT). Long-term care — the new executive benefit. Using CareMatters in buy/sell agreements. Case study: Multiple needs met with one solution…. Read More


AG 49 Phase 2 to Bring More Changes

Just as the dust has started to settle from Phase 1 of Actuarial Guideline XLIX—better known as AG 49—more changes are coming with Phase 2, effective March 1, 2016. Originally, AG 49 was adopted to provide more uniformity and consistency within the illustrations used to promote the sale of indexed universal life (IUL). To accomplish… Read More


Social Security Filing Strategies at a Glance

Allianz

The amount of your Social Security benefits can depend on several factors, including marital status and when you start receiving benefits. That’s why some people use certain filing strategies to potentially enhance the total benefits they’re eligible to collect. In this publication, Allianz Life Insurance Company of North America provides an overview of several common… Read More