Product Training & Knowledge Archives - Creative Edge

Global Atlantic FIA Webinar Opportunities

You may have heard that our fixed index annuity lineup just got stronger! Get in the game – with our informational FIA webinars! Our informational webinars are designed to help you better understand the new features and benefits of our strengthened FIAs – Income 150+ SE, Choice Income II and Choice Accumulation II. I am… Read More


Selling GULs or NLGs? Try this one on for size.

July 24 2018

by Steve Baum

If you haven’t taken a look at Lifetime Foundation ELITE, you probably should. I’m running several illustrations for this product and it’s highly appealing to clients. Here’s why it’s worth taking a look at … the new product aims at death benefit products by offering a simple design, competitive premiums and market-leading guarantee durations. The… Read More


3.80% FG Guarantee-Platinum 5 MYGA

For a limited time, Fidelity & Guaranty Life® is offering 3.80% for the FG Guarantee-Platinum® 5, a single premium fixed deferred annuity for new contracts issued on or after July 9, 2018. This rate is subject to change at our sole discretion at any time. This initial rate is guaranteed for the first five contract… Read More


New Client Brochure Based on Roger Ibbotson’s Groundbreaking Research

Roger Ibbotson’s latest white paper declares FIAs may be a better bond alternative for clients approaching retirement. Now there’s a new client brochure that demonstrates how his behavioral finance research was applied to an index designed to offer the potential for higher returns with less risk. Show your clients how Nationwide New Heights® with the… Read More


National Annuity Awareness Month

Its National Annuity Awareness Month! This means it is a great time to spread your #AnnuityAwareness. For example, data shows pre-retirees who feel most prepared for retirement are 10x as likely to have an annuity in their financial portfolio.1 Join the online conversation by using #AnnuityAwareness, and check out the Indexed Annuity Leadership Council’s educational… Read More


Income with Agility Coming Soon!

Athene Agility Coming June 11, 2018 Help clients open doors to retirement possibilities. Athene Agility gives your clients the flexibility to plan for future income needs. And you can do more of what you do best — deliver the solutions that meet your clients’ needs. The Athene Agility 10-year fixed indexed annuity is designed to… Read More


Help keep your clients exposed to equities with a level of protection

Tools for Your Clients to Understand How Shield Can Help.   Brighthouse ShieldSM Annuities are designed to help clients take advantage of the growth opportunities equities offer while providing a level of protection in down markets. These tools can help clients see it in action. Give your clients a “hands-on” lesson with the Shield Interactive… Read More


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


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


Complimentary Retirement Planning Software for CreativeOne Agents

Learn about the 2018 Income Maximizer (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… Read More