Hibernation Over: Does August’s Volatility Mark the Start of a Bear Market?

Bear Market

For more than a decade, investors have enjoyed the longest bull market in history. It started in March 2009 as a recovery from the 2008 financial crisis. Since then, the financial markets have produced a slow and steady upward march, resulting in a 334% cumulative gain for the S&P 500.1 However, recent market volatility has… Read More


IRS changing tax treatment of advisory fees

The IRS has changed the rules—and it might benefit you and your clients. Previously, registered investment advisers (RIAs) could not pull an advisory fee from an annuity in their client’s account without creating a “taxable event.” Now, the IRS has reversed that rule, allowing RIAs to pull advisory fees from the cash value of a… Read More


Leave a Guaranteed Legacy with Global Atlantic

6 things to know about Global Atlantic’s Enhanced Death Benefit Take a look at the infographic to learn 6 reasons the optional Enhanced Death Benefit1 (EDB) with Choice Accumulation II Fixed Index Annuity can help your client’s leave a lasting legacy. Would your clients like to grow their legacy by 7% for up to fifteen years?… Read More


Your Ag Financial Legacy

The Nationwide Land As Your Legacy® team is hosting a webinar to discuss how advisors can better help their agriculture clients and introduce them to their legacy planning programs for farmers and ranchers. We invite you to attend! Your Ag Financial Legacy Hosted by: Dennis Mattern, Pat McEvoy of CreativeOne and Lacey Preston of Nationwide…. Read More


NEW Suitability & Best Interest Requirements in New York

The New York State Department of Financial Services (NY DFS) has released the final version of best-interest Regulation 187 (NY 187) Suitability and Best Interests in Life Insurance and Annuity Transactions. This regulation requires producers and insurers to implement a process that ensures they’re acting in the consumer’s best interest when recommending an annuity or… Read More


Empowered: Women and retirement

In 2017, North American sought to better understand women – the way they approach retirement, how they work with financial professionals, and why businesses that figure out how to market to women see significant growth and sustainability. 1 A fair assumption can be made. The health of your professional relationships with the women in your… Read More


BCA Suite of FIAs: Leverage the Innovation of Professor Jeremy Siegel

Leverage Index Innovation from an Industry Legend Advanced methodologies offer more consistent long-term growth in the latest index from Wharton Professor Jeremy Siegel, available exclusively in BCA FIAs.       The WisdomTree Siegel Strategic Value IndexTM, available exclusively in the Athene® BCA® Suite of Fixed Indexed Annuities, is an innovative index from economic icon… Read More


Colorado Bankers Life terminates all agents

As you know, Colorado Bankers Life Insurance Company (CBLife) was placed into rehabilitation by the North Carolina Department of Insurance on June 27, 2019. As a result, CBLife is in the process of terminating all agents’ appointments and notifications will follow shortly. Please note all agents will still have admin access to their client’s contact… Read More


Rolling Stones Keep on Giving—Just Like Annuities

July 17 2019

by Kati Hess

It’s 2019 and The Rolling Stones are back… with a sponsorship from the Alliance for Lifetime Income. You heard it right. The rebellious English rock band is going on tour and spreading the word about annuities at the same time. Sounds a little out of the box, doesn’t it? It is, but when you take… Read More


Lincoln Retirement SafeGuard now available in California

Lincoln Retirement SafeGuard℠ Don’t forget — The Lincoln Retirement SafeGuard℠ is now available in California! Knowing you have a retirement income plan with flexibility that’s SafeGuarded from market turns with the opportunity for growth can help your clients rest easier as they prepare for retirement. Together with Lincoln Financial Group and BlackRock we can help… Read More


View a snapshot of our Top Annuity Products

Creative Edge