A streamlined approach for underwriting and placement. It’s time to move faster with Principal Accelerated Underwriting One of the biggest challenges in life insurance is the lengthy underwriting process. Anytime you can streamline that process and get the insured a policy quickly is a win — that’s where Accelerated Underwriting comes in. Accelerated Underwriting from the… Read More
March 2015 - Creative Edge
FGL Introduces New Digital Resources for Agents
FGL Introduces New Agent Resource Center and HTML5 Fillable Applications At Fidelity & Guaranty Life, we pride ourselves on listening to feedback from our agents on the latest tools needed to build business and save valuable time. And now, we’re once again taking it a step further! Introducing two new tools to support your practice:… Read More
Related terms: Annuities, Carrier Announcements / Updates, Industry News, Product News, Product Training & Knowledge, Product Updates, Products & Carriers, Training
Marrying life-expectancy and cash-accumulation strategies
Lifetime Foundation is a first-of-its-kind permanent life insurance product with death benefit guarantees that adjust to your clients’ changing needs. This innovative new approach offers more guaranteed coverage early on when their life insurance needs are likely the greatest, while maintaining a proportional death benefit guarantee in later years when their focus transitions to savings… Read More
Retirement Income Plans Simplified with IMAX
The Income Maximizer or IMAX is an easy to understand retirement income planning software program that helps producers create retirement income plans for their clients. IMAX helps give a producer’s product recommendations validity as it shows their effect on a client’s retirement income picture. Many Americans today do not spend the necessary time analyzing what their… Read More
Related terms: Estate Planning, Financial Strategies, Planning Tools, Sales Strategies, Savvy Strategies, Social Security, Technology / Software, Uncategorized, Wealth Management
North American Rate Change Effective March 10, 2015
Interest Rate Decrease Effective March 10, 2015 Effective March 10, 2015, interest rates are decreasing on most North American annuities, excluding the new NAC BenefitSolutionsSM fixed index annuity. New rates are being finalized and will be complete on March 5, 2015. Watch your email for a rate announcement with the updated rate sheets. New interest… Read More
Related terms: Annuities, Carrier Announcements / Updates, Industry News, Product News, Product Updates, Products & Carriers
Focus on Getting Introductions, Not Referrals
We hate to be sold and it’s rampant. Think about when you go to a car lot and the salesman comes up to you and asks if he can help you. What do you say? “I’m just looking.” Because you don’t want to be bothered. Same if you’re shopping for jeans and your wife is… Read More
Related terms: Agency Building, Customer Relationship Management, Lead Generation, Marketing, Practice Management, Referrals, Sales Strategies, Sales Strategies, Savvy Strategies, Women's Market
Business Accelerator: Our New Marketing Credits Program
Be bold. Be seen. Be heard. Grow your business. Let’s build something amazing together! CreativeOne is excited about our new credits program, Business Accelerator! It delivers on the principles of purpose, persistence and prosperity. We reward your everyday premium production with account credits. The more annuity and life insurance premiums you generate, beginning at $500,000… Read More
Related terms: Agency Building, Annuities, Branding 101, Customer Relationship Management, Lead Generation, Life, Market Niches, Marketing, Practice Management, Referrals, Rewards, Technology / Software
Athene Performance Elite Rates
ATHENE Performance Elite® Series of Fixed Index Annuities Athene has announced Performance Elite Series of Fixed Index Annuities changes. Rates effective February 2, 2015. Click here for the latest version of the Athene Performance Elite Rates.
Related terms: Annuities, Carrier Announcements / Updates, Industry News, Product News, Product Training & Knowledge, Product Updates, Products & Carriers









