Product Training & Knowledge Archives - Page 2 of 10 - Creative Edge

CBLife Rate Changes Effective October 27, 2018

CBLA Multi-year, Tax Deferred Guaranteed Return Annuities Issued by Colorado Bankers Life Insurance Company (CBLife) CBLife 3, 5, 7 Annuities: Rates will change Saturday, October 27, 2018.  To secure current rates, all new business applications must be eApps with eSignatures and submitted prior to 11:59 p.m. EDT on Friday, October 26, 2018.  No paper applications,… Read More


Introducing the Lincoln Retirement SafeGuard℠

With so many competing retirement priorities to consider, it’s important today’s consumers have access to flexible solutions they can tailor to meet multiple needs. In fact, what if you could present them with a way to leverage one asset to address four important uses? The Lincoln Retirement SafeGuard℠ fixed indexed annuity can help clients: Capitalize… Read More


Single Premium Life Selling Secrets Revealed!

Many advisors serve a customer base who want and need the protection and benefits of Single Premium Life. In particular, the availability of accelerated benefits to help fund long-term care and home health care expenses is in high demand. Despite this need, many agents say, “I’d love to sell Single Premium Life, I just don’t… Read More


Delaware Life’s Target Income 10 delivers principal protection

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 growth. Receive a guaranteed level of income… Read More


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