BREAKING NEWS: 5th Circuit Court Denies Motions by AARP, States

The Fifth Circuit Court has denied the motions to intervene with the Department of Labor Fiduciary Rule filed on April 26, 2018, by the American Association of Retired Persons (AARP) and the states of California, New York and Oregon. The motions were a last-ditch attempt to salvage the Department of Labor’s Fiduciary Rule. With the… 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


Breaking News: States, AARP move to save the DOL Fiduciary Rule

Three states and the AARP work to salvage DOL Fiduciary Rule California, New York and Oregon — and the American Association of Retired People (AARP) — have made a last-ditch effort to save the DOL Fiduciary Rule. In a motion filed with the Fifth Circuit Court today, these states and the AARP are seeking to… Read More


$10 MM Producer Shares Secrets of Educational Course

Robin Hofheinz has worked in the financial field for more than 15 years. Recently, she’s found great success with our Simplify Your Retirement (SYR) course, which allows her to help her clients learn about various retirement income strategies. We sat down with Robin to talk about the exclusive CreativeOne program, how she came to believe… Read More


CreativeOne teams up with Brighthouse Financial

CreativeOne is excited to team up with Brighthouse Financial. Contact your CreativeOne sales team at 800.992.2642 for details.


SEC Proposes New Rule for Broker-Dealers

On Wednesday, April 18, the SEC proposed a best-interest standard for broker-dealers. Under this proposed standard, broker-dealers and associated persons would be required to adhere to the best interest of the client and to develop policies and procedures to mitigate and disclose conflicts of interest. It would also prohibit BDs and associated persons from holding… Read More


We asked our general counsel what could happen with the Fiduciary Rule.

Here are some potential next steps for the Department of Labor’s case in the Fifth Circuit Court of Appeals. Many questions remain about the fate of the Department of Labor’s Fiduciary Rule following the Fifth Circuit’s opinion vacating the rule on March 15, 2018. Is the rule dead? It’s not so simple. The answer to… Read More

Related terms: Breaking News



Protect Your Practice: Client File Record-keeping Considerations

Let’s do a compliance-inspired thought experiment. You met a married couple at a client seminar and have had a couple of follow-up meetings with them. Based on your initial discussions, it appears a fixed index annuity recommendation may be in their best interest, and you’re busy preparing some proposals for them to consider. Their grandkids,… 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


You’re Invited: April 12 Women’s Empowerment Webinar

Join North American for an exciting webinar Empowered: Women and retirement Help women embrace increasing responsibility as financial decision-makers As of 2014, 96 percent of women 25 to 70 years old reported being at least partly responsible for making financial decisions in their households1. And it’s estimated that 90 percent of women will be solely… Read More

Related terms: Uncategorized



View a snapshot of our Top Annuity Products

Creative Edge