CreativeOne has partnered with Redtail to offer discounted services. In order to run an efficient business, it is imperative to have a system in place to streamline your customer database processes. Being organized can directly impact your bottom line. The best part? All contracted agents can receive a discount through CreativeOne. Already have a CRM?… Read More
January 2019 - Creative Edge
Use Redtail to streamline your firm
Related terms: Customer Relationship Management, Planning Tools, Practice Management, Technology / Software
Quadrupling a Life Opportunity
See how COLI policy reviews really work Our team reviews in force policies daily, maybe even hourly. For some advisors, it creates a significant stream of new sales. It’s a non-threatening service that creates future opportunities. Reviews can easily add six-digit figures straight to an advisor’s bottom line. Stay tuned, we’ll show you how. It’s… Read More
Need a hand explaining North American SDA X?
Need a little help or clarification explaining North American’s Strategic Design Annuity (SDA X)? Check out this quick video touching on some key points that SDA X might be able to offer to your clients today! For additional information on the SDA X click here to access a copy of the client friendly… Read More
Don’t let thieves steal your clients’ identities
Insure your clients’ assets up to $1 million Instances of identity theft are increasing every year.¹ More than 41 million Americans have had their identities stolen at least once, and older adults are victims of identity theft every four minutes.²⁻³ Offer Identity Theft Protection through CreativeOne CreativeOne recently partnered with IdentityForce, the industry leader with more… Read More
Related terms: Breaking News, Financial Strategies, Sales Strategies, Strategic Partnerships, Wealth Management
National Western “Dynamic” Series Just Got Redefined
NWL® CORE DYNAMIC and PRO DYNAMIC now have higher guaranteed renewals. Read on for some quick info on two of the industry’s well-known products. Guaranteed 70% minimum Participation Rate in renewal years Low Volatility Annual Point-to-Point Index strategy (Option U) No Asset Fee 10% Free Withdrawals each year after the first year; Cumulative to a… Read More
Related terms: Annuities, Carrier Announcements / Updates, Product Updates, Products & Carriers
Top Product Snapshot
Want your copy of the Top Product Snapshot? Complete the form and get instant access to our easy-to-read, printable snapshot of hot products, income riders and carrier ratings!
New AIG microsite now available for your use
AIG is excited to launch powerselectannuities.com, a powerful new AIG microsite for you to use with your clients! This easy to navigate site contains Power Select Plus and Power Select Builder videos, brochures and other valuable resources with no login information required. Access materials to learn how to help grow your clients savings, protect them… Read More
Related terms: Annuities, Carrier Announcements / Updates, Product Training & Knowledge, Products & Carriers, Sales Strategies
Blackstone Makes Strategic Investment in Annexus
SCOTTSDALE, (Arizona) — Annexus, a leading designer of annuities and insurance-based retirement products, and Blackstone, one of the world’s leading investment firms, announced that funds advised by Blackstone Tactical Opportunities (“Blackstone”) have made a strategic investment in Annexus, acquiring a minority stake in the company. Menes Chee, a Blackstone Senior Managing Director, said: “We are… Read More
Related terms: Annuities, Carrier Announcements / Updates, Industry News, Product Training & Knowledge, Products & Carriers
What are the trends for brands and social media in 2019?
Social media never stops evolving. If you’re like us, you’re always looking forward to what’s next. So, what can you expect trend-wise for social media in 2019? Things never stay the same for long in the digital space. Here are a few things CreativeOne is looking at as we plan our social media strategy for… Read More
Jewels H. shares his secrets to winning in life and business.
Meet Jewels H. He’s not like other advisors. For one thing, he used to race motorcycles. We wanted to know more about him and his philosophy, so to learn more about this advisor and his competitive spirit, we sat down with him to talk about his past, his present, and his future as one of… Read More