Sales Strategies Archives - Creative Edge

Have you checked out the most recent enhancements of Symetra’s IUL?

Symetra has introduced crediting strategy additions and new illustration updates. These changes deliver better illustrative performance at a broader range of illustrative rates. Symetra has added new Base Index Strategies to Accumulator IUL, for a total of nine diversified index crediting strategies.¹ Base Index Strategies: Guaranteed credits, lower participation rates and/or index caps. The new… 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


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


AIG: Faster Coverage on IUL and VUL Policies? OH YEAH!

March 19 2018

by Creative Life Sales Team

With AIG, beginning April 16, 2018, Max Accumulator + and AG Platinum Choice VUL 2 can be processed with non-medical underwriting1… Non-med underwriting details >> Meaning, a purchase process that is simpler for your client, faster for us to support, and easier for you to complete! No labs, APS’s, Para-meds, or physical exams. Easy processing… Read More


The Power of IUL

March 13 2018

by Creative Life Sales Team

The Best IUL Product Becomes ELITE In the indexed universal life space, we are the experts. Does your indexed universal life (IUL) carrier: Trace its origins to the beginning of the IUL marketplace? Employ people with firsthand knowledge and experience gained by developing and marketing products that have led the IUL industry? Use product designs… Read More


The Conversation before the Conversation: RSVP Today

Hear from Eleanor Johnson, CPA, CLU, CGMA & National VP of Institutional Sales at John Hancock about how to create a common dialogue that motivates clients to incorporate life insurance into their planning, while at the same time revealing assets and future sales opportunities. Welcome to: The Conversation before the Conversation. Tuesday, March 20 8:30 a.m…. Read More


Global Atlantic Underwriting Advantage: High Net Worth Foreign Nationals

February 21 2018

by CreativeOne - www.creativeone.com

If you did not have the opportunity to join Global Atlantic’s webinar last week reviewing their Foreign National Underwriting Program, you are in luck. Here is a link so you can listen to a recording of the webinar at your leisure. Bill Crane – VP of Advanced Markets, highlights the important details of our Foreign National Underwriting Program… Read More


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


IUL Sales Tool – Tax-Smart Retirement

May 23 2017

by Creative Life Sales Team

I was in your shoes. I’m a former NWM advisor who sold life insurance. Here’s a strategy I created and have shared with many advisors. This strategy has helped dozens of practices take their minuscule life insurance revenue and turn it into six-digit figures. Here’s why. If you’re not talking about the importance of tax… Read More


Danica Patrick Reminds You September is Life Insurance Awareness Month!

Are your clients taking unnecessary risks? September is here, which means Life Insurance Awareness Month (LIAM) is upon us—the perfect opportunity to remind your clients about the importance of having proper insurance coverage for whatever stage of life they’re in. Take America professional stock car racing driver, model and advertising spokeswoman, Danica Patrick’s, story for… Read More