Nationwide New Heights™ Fixed Index Annuity Join us for a product webinar to learn about the recently launched Nationwide New Heights Fixed Indexed Annuity Topics Covered: Explanation of illustration outputs Payout factor calculation and outputs New Heights Benefits: Exclusive product from one of the most recognized brands in the industry Payout factor of up to… Read More
July 2014 - Page 2 of 2 - Creative Edge
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Related terms: Annuities, Carrier Announcements / Updates, Industry News, Product News, Product Training & Knowledge, Product Updates, Products & Carriers, Sales Strategies, Training
Blueprint to Freedom: A Guide for Going Independent, Part IV
BLUEPRINT TO FREEDOM PART IV: IMPLEMENTATION You’ve taken the finals steps to freedom, and now it’s time to capitalize on your pre-planning efforts. By identifying those clients who make up your target market, you’ve begun building your awareness and branding yourself as “the expert” – two steps that are essential to growth. It’s at this point… Read More
Related terms: Agency Building, Customer Relationship Management, Financial Planning, Life, Planning Tools, Practice Management, Sales Strategies, Technology / Software, Uncategorized
North American Expands on Types of Trusts Accepted
Through a recent review, North American has decided to expand on the types of trusts they accept through annuity new business. The following changes are effective immediately: The trust grantor is no longer required to be the annuitant Additional types of trust will be accepted, call Sales Support for details A new Certification of Trust Agreement form is… Read More
Related terms: Annuities, Carrier Announcements / Updates, Industry News, Product Updates, Products & Carriers
FGL: Submit Apps Via iPad for All FGL Annuity Products!
Doing business with FGL just got even easier! Download FGL’s Pathfinder Annuity iPad App and you can now submit applications electronically for ALL of our annuity products. Why waste time manually filling out an application? There are so many benefits to submit applications electronically: Access all required state forms – at your fingertips Pre-fill applications with… Read More
Related terms: Annuities, Carrier Announcements / Updates, Industry News, Products & Carriers, Technology / Software
Blueprint to Freedom: A Guide to Going Independent, Part III
BLUEPRINT TO FREEDOM PART III: EXECUTION Before making the big announcement that you’re transitioning into life as an independent agent, refine your business goals, develop the strategies needed to capture the eye of your former clients and craft smart tactics to build a network of qualified prospects. When you plan to make your new firm… Read More
Related terms: Agency Building, Customer Relationship Management, Financial Planning, Life, Planning Tools, Practice Management, Sales Strategies, Technology / Software, Uncategorized
Blueprint to Freedom: A Guide for Going Independent, Part II
BLUEPRINT TO FREEDOM PART II: PREPARATION Once the evaluation of your business and prior commitments is underway, it’s time to cultivate alliances and brand yourself to your clientele. At this critical junction, you are ready to build your unique blueprint for transitioning into life as an independent agent, but first you must decide how this… Read More
Related terms: Agency Building, Customer Relationship Management, Life, Planning Tools, Practice Management





