November 2015 - Creative Edge

Big changes to Social Security are set to take effect in 2016. The Bipartisan Budget Act of 2015, passed by Congress and signed into law by President Obama on October 30, 2015, will dramatically impact two Social Security claiming strategies: restricted application benefits and voluntary suspension benefits. These changes are incredibly important to recognize as… Read More

An income base that can roll up each year … so, what’s new about that? How about: One that can roll up by 250% of the interest earned for the year, prior to the first withdrawal? One that may continue to roll up by 150% of interest earned for the year after the first withdrawal?1 One… Read More

What if there was a proven dinner seminar service system that helped build your business AND did most of the administrative work for you, including planning and set up? There is! Introducing … Forked. This program is designed to take care of everything so you can concentrate on connecting with prospects and building relationships. You… Read More

CreativeOne has developed a scalable, performance-based appointment-setting program for producers designed to take prospective clients from names on a list to in-person appointments. Converting leads and prospects isn’t easy, but to meet your business goals, your prospect list needs to be tended to every day. That’s a daunting task for most producers who would rather… Read More

Social events are fun, and are a great way to get in front of many of your clients all at once, treat them to a good time and meet their friends. If done right, these events can then potentially bring you new business in the form of current clients’ referrals. CreativeOne’s Endless Events program helps… Read More

Do you Understand the Difference between BOES and SERPs? Do You Know When to Recommend one Over Another? CreativeOne works in conjunction with the business experts at Principal® Financial Group. They live and breathe Executive Bonus Plans (BOES) and Supplemental Executive Retirement Plans (SERPs) every day, and are only a phone call away. Let us… Read More

For a limited time, Fidelity & Guaranty Life is increasing the initial interest rate for the FG Guarantee-Platinum® 5, a single premium fixed deferred annuity. This is for new contracts issued on or after November 30, 2015. This rate is subject to change at our sole discretion at any time. This initial 3 percent rate… Read More