Life Policy Reviews are Overlooked Opportunities

February 21 2019

by Steve Baum

Right now, is the perfect time to begin scheduling policy reviews! Not only does life change from year to year, but life insurance products can also change over time.  As you meet with your clients, here are a few items to consider: Could your client retain the same coverage, but at a lower cost? Is… Read More

Related terms: Life



CreativeOne teams up with the Veterans Community Project.

February 19 2019

by Kati Hess

They’re the heroes working to end homelessness among veterans. We’re just helping. For many veterans, the reality of becoming homeless is all too real. With the help of Veterans Community Project, that reality is changing, and CreativeOne is proud to partner VCP as part of our Creative Cares initiative. For starters, we sponsored a two-by-four… Read More

Related terms: Breaking News



AIG Power Select Builder 8 – Now Available in CT, LA, MO, OH, OR, PA & WA

February 19 2019

by Connor Wilson - Sales Specialist

AIG and the Market Synergy Group are pleased to announce the launch of a new solution – The Power Select Builder 8SM Index Annuity – in the Power Select Index Annuities family to help clients build their confidence in growing and protecting their retirement savings. This new annuity will be available on and after February… Read More


F&G launches S&P Participation Rate Strategy

As of today F&G has officially launched their S&P Participation Rate Strategy.  F&G will finally have an annual, uncapped strategy for you to offer to your clients! Accumulator Plus 7 & 10  50% Par – 5.91% illustrated rate Accelerator Plus 10 & 14  45% Par –  5.33% illustrated rate For additional information about this new… Read More


Annuity Companies Look to Simplify the 1035 Process

February 13 2019

by Kati Hess

The 1035 exchange isn’t known for efficiency. An exchange between annuities usually requires multiple signed documents, a lengthy compliance and suitability review, and settlement as the funds are transferred between carriers. It’s not unusual for an exchange to take weeks, if not months. That could be changing though. According to a recent article in InvestmentNews,… Read More


Get Your Voice Heard on Social Media

February 12 2019

by Connor Wilson - Sales Specialist

There is no better time to stay in front of prospects and clients online then now! Increase your online engagement with CreativeOne’s Social Media Elite program.   With Social Media Elite, we take care of everything, so there’s no extra work on your end—but think of what could come of it: more engagement and better… Read More


Have you considered Target Income 10℠ from Delaware Life Insurance Company?

A fixed indexed annuity with exceptionally competitive lifetime income.   Click Here to Download ​the Product Brochure   Click Here to Download Illustrations ​& Literature Select your state to download the Product Profile for your area:  


Redtail CRM: Easy to Use, Quick to Deploy & Delivers a Rapid Return on Investment

Looking for more from your CRM? Well, look no further than Redtail. Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office and email archiving solutions in the financial services industry. Cohosted by David Mehlhorn, Director of Sales at Redtail and Dennis Mattern, VP, Training & Development at… Read More


Global Atlantic to extend E-App incentive!

Enhanced Commissions for E-Business Through 6/30/19   You will receive and additional 50bps through 6/30/19 for any Fixed Index Annuity (FIA) sale that comes in as an electronic application (e-app) utilizing: Our SnapApp tool (or directly from Firelight) Your IMO’s ordering system Streamline your earnings potential and receive additional commissions when using an electronic application (e-app)… Read More


Variable Universal Life: Place Your VUL with Us!

February 1 2019

by Mark Shelton

Place Your VUL Business with Us! Access not one, but several of the top-selling variable life insurance carriers and enlist our team to process your VUL paperwork. We’ll ensure cases are in good order to speed up the placement process, position the case with underwriters and negotiate carrier offers on your behalf. If you’re not… Read More

Related terms: Life



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