Industry News Archives - Page 2 of 25 - Creative Edge

3.85% FG Guarantee-Platinum 7 MYGA

For a limited time, Fidelity & Guaranty Life® is offering 3.85 percent for the FG Guarantee- Platinum® 7, a single premium fixed deferred annuity for new contracts issued on or after April 1, 2018. This rate is subject to change at our sole discretion at any time. This initial rate is guaranteed for the first seven… Read More


CreativeOne teams up with Brighthouse Financial

CreativeOne is excited to team up with Brighthouse Financial. Contact your CreativeOne sales team at 800.992.2642 for details.


SEC Proposes New Rule for Broker-Dealers

On Wednesday, April 18, the SEC proposed a best-interest standard for broker-dealers. Under this proposed standard, broker-dealers and associated persons would be required to adhere to the best interest of the client and to develop policies and procedures to mitigate and disclose conflicts of interest. It would also prohibit BDs and associated persons from holding… 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


New Index Crediting Strategies on Symetra’s Accumulator IUL

Have you checked out the new Index Crediting Strategies on Symetra’s Accumulator IUL? Flexibility is a key component in any type of planning, and insurance planning is no exception. That fact alone makes the addition of new index crediting options to an already compelling IUL from Symetra a good thing. When these additions, including an index… Read More


Delaware Life Communication to Your Clients

Update: Delaware Life, Group One Thousand One and a New Look You may recall that in September, Delaware Life Holdings, LLC was renamed Group One Thousand One, LLC. Group One Thousand One, LLC is the direct parent company of Delaware Life Insurance Company and the indirect parent of its subsidiary Delaware Life Insurance Company of… Read More


Can your wealth affect your health? Researchers say yes.

As reported in The Washington Post, a new study in the Journal of the American Medical Association has found two very alarming things: (1) sudden losses of wealth between people ages 51 and 61 are surprisingly common; and (2) they increase the person’s chance of dying quite substantially, from any cause. Among the people studied by researchers,… Read More

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Colorado Bankers Life increases MYGA rates to 3.6% for 5 years

3.6% guaranteed interest rate* for 5 years   CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.6% 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


Up 15.81% in 2017: NYSE Zebra Edge Index

The first NYSE® index inside a fixed indexed annuity applies the behavioral finance research of renowned economist Roger Ibbotson. The NYSE® Zebra Edge® Index selects less popular stocks for a greater growth opportunity with less volatility. When combined with the Nationwide New Heights® fixed indexed annuities, clients may benefit from: • 15.81% Index Return in 20171 • 150% Index… 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