Savvy Strategies Archives - Page 2 of 8 - Creative Edge

Women Face Different Retirement Income Planning Challenges

Have you noticed certain challenges that affect women when it comes to retirement income planning and savings? It’s important to know about these challenges, and create a strategy to combat them, so they may live a comfortable retirement. A startling insight: 70 percent of women leave their advisor after the death of or divorce from… Read More


Get Your Apps IGO and Get Paid for Online Apps

Writing new business with CreativeOne has never been easier! With CreativeOne’s Annuity Solutions Pro, you now have access to FireLight, a multi-carrier e-application solution for handling your data collection and form submission. Benefits include: Spending less time completing paperwork. Reducing not in good order (NIGO) issues. Getting contracts issued faster. Enhanced e-signature capabilities that offer… Read More


Best Sales Practices from a MDRT Top of the Table Producer

November 17 2016

by CreativeOne - www.creativeone.com

In the wake of the April release of the U.S. Department of Labor’s finalized fiduciary rule, retirement advisors understandably have a heightened focus on all things compliance-related: documents, disclosures, compensation and acting in the client’s best interest. With respect to the last task, they might also take a tip from the Labor Department and do… Read More


CreativeOne App Gets a Makeover

Remember how we told you about the new CreativeOne mobile app back in July? Well, it just got better. The responsive and mobile-friendly app has recently had a makeover and is now easier than ever to use. After listening to your feedback, we’ve optimized the app with new features and a new layout that helps you… Read More


The Blitz: Don’t Get Declined, Use a Proper Design

The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions.   Upcoming Webinars Client profile:… Read More


Stay on Top of Your Game with CreativeOne’s Income Series

Short on time, but crave the latest to stay on top of your game? You’re invited to view our library of powerful webinars where you’ll learn about the latest industry topics at a time that fits your busy schedule! What better way to maximize your time? Take a listen and learn! Income Series 101: Accessing… Read More


Knock, Knock … It’s Opportunity at Your Door

At a time when the current-rate environment is forcing carriers to reduce rates, a unique opportunity has presented itself for producers in Alaska, Connecticut, Delaware, Minnesota, Nevada, Oregon, Pennsylvania, Utah and Washington. What’s the opportunity … the rates on Nine Year New Heights Strategy A got better! How much better? You can now provide your clients 20 percent… Read More


Strong Strategies for Estates and Wealth Transfer

Join the discussion as The Lafayette Life Insurance Company takes a look at estate strategies, wealth-transfer techniques, and the ways in which life insurance may play a role. Estate Strategies 101 July 21 at 11:30 a.m. CDT Presented by Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Register >> All of a client’s assets in… Read More


Need Referrals? Get Them with Endless Events

Summer is here, so what better time is there than now to show your clients how much you appreciate them? The bonus of hosting such an event? Referrals! How? By inviting your top clients to fun events and encouraging them to bring their friends, you’ll potentially gain new business. CreativeOne’s Endless Events program helps you… Read More


A Word from the Wise: Stephen Stricklin

A Word from the Wise features expertise from industry-related professionals to put you at the top of your game. When Stephen Stricklin founded Wise Wealth LLC, he was motivated by the desire to bring financial wisdom to his clients. A former teacher and counselor, Stephen understands the role knowledge plays in wealth management and preservation… Read More