Industry News Archives - Page 2 of 21 - Creative Edge

Life Insurance Can Change Lives—Ask Sarah W.

Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More


Why Do Consumers Hate Annuities?

CreativeOne + The American College of Financial Services

Turning retirement savings into retirement income is a challenging proposition, but consumers seem to want it more and more. The problem? They’re hesitant to fully embrace annuitization strategies. How do you address this challenge? Despite wanting guaranteed income during retirement, annuity adoption still lags. During this webinar, we’ll discuss: Specific challenges facing the annuity industry…. Read More


Breaking News: DOL Proposes to Extend the January Applicability Date of the Fiduciary Rule

The DOL is proposing to extend the January applicability date of the fiduciary rule by 18 months. The proposed delay would extend the transition period and delay of applicability from Jan. 1, 2018, to July 1, 2019. Watch for more details >> In a filing in the District Court of Minnesota, Labor Secretary Acosta told… Read More


ChangePath VP of Business Development Named 30 Under 30 by ThinkAdvisor

Martin Pfannenstiel, ChangePath’s vice president of business development, has been named one of ThinkAdvisor’s Life Health 30 Under 30. According to the magazine, “these millenials have made a mark, fast, despite having to put up with waiting in more lines, for longer, than about two-thirds of their peers.” Read the article to learn more about Martin… Read More


CreativeOne Adds OneAmerica® to its Carrier Arsenal

In order to provide a broader range of products and services, CreativeOne is expanding its asset-based, long-term care (LTC) offerings by representing an A+ rated* insurance and financial service organization, OneAmerica®. Unlike traditional LTC insurance, OneAmerica Care Solutions® are based on tangible assets (life insurance or annuities) that may be tapped to pay for care… Read More


Expanded E&O Insurance with Fiduciary Coverage: Do You Need It?

With the Department of Labor (DOL) fiduciary rule, CreativeOne suggests you expand your E&O coverage to include fiduciary coverage. As an active producer with CreativeOne, you can receive a preferred rate on your Errors & Omissions (E&O) insurance through our partnership with CalSurance. Improve the cash flow of your business Tiered coverage means you only… Read More


Introducing CreativeOne’s 5-Star DOL Plan

With the impending deadline of the Department of Labor (DOL) fiduciary rule fast approaching, it’s imperative to your business that you’re prepared. That’s where we come in—we have a plan. In order to remain compliant with the fiduciary rule, we suggest you follow five steps, which we will outline in the webinar. Join us Monday,… Read More


NOW AVAILABLE: New Heights 9 Launches in California

Nationwide New Heights® fixed indexed annuities deliver the growth and protection clients may count on — but now with TWO NEW INDEX OPTIONS! Recent changes to Nationwide New Heights® include two new opportunities for consistent growth in a variety of market environments: J.P. Morgan Mozaic IISM Index This global, multi-asset index leverages broad diversification, momentum… Read More


What’s a TAMP?

ChangePath: Investment Platforms 101

Many agents and advisors haven’t heard of turnkey asset management platforms (TAMPs). And, unbeknownst to some investment advisor representatives in larger firms, they unknowingly have limited exposure to a TAMP. Have you been exposed? Do you know what a TAMP can do for independent advisors? Let’s discuss … TAMPs Create Efficiencies TAMPs* provide advisors a complete… Read More


Get to the Hill. Get on Top of Fixed Annuity Issues

Join us in Washington, D.C. June 21-23 As one of our most valued agents, we’re asking you to join us at NAFA’s seventh annual Annuity Leadership Forum. For years, this premier industry event was open only to insurance carriers and IMOs, but now, you have the chance to participate and make your voice heard on… Read More