Growth, Protection and Income - Transamerica Secure Retirement Index II It’s Time to Break With Tradition…. PREPARING FOR RETIREMENT IS NEVER GOING TO BE THE SAME Preparing for retirement doesn’t have to be a challenge. Even with low interest rates, potential market downturns and a retirement that could last 30 years or more, there are… Read More
February 2019 - Creative Edge
Help your clients enter retirement confident with Nationwide
A source of income for life As retirement draws nearer, many of us reach a point when we begin to wonder how we’ll generate income and if that income will be enough to carry us through retirement. If you’re invested in equities, it’s natural to consider what impact a major downturn could have on your… Read More
Related terms: Annuities, Case Studies, Product Training & Knowledge, Products & Carriers, Sales Strategies
How do I make sure my Facebook seminars are guaranteed?
Are you currently doing a Facebook seminar? Let’s make sure it’s guaranteed! Below you will find our best practices, terms and conditions designed to help you get the best performance out of your Facebook seminar with CreativeOne. Only seminars that follow these best practices will qualify for our guarantee. We will still run your seminar,… Read More
Related terms: Facebook, Lead Generation, Marketing, Practice Management, Uncategorized
How a $7 MM Advisor Got His Leads with a Golf Ball
Generate Awareness with Golf Sponsorship Are you looking for a way to raise your brand’s awareness among affluent prospects? With CreativeOne’s Hole in One program, you’ll have the opportunity to connect with high-net-worth individuals over golf while potentially expanding your referral network at the same time. How does it work? Contact your local country club… Read More
How to Boost Your Practice’s Organic Referrals
If only I could clone my best clients. It’s a thought that’s crossed every financial professional’s mind at some point. Your best clients are the ones who generate revenue and are easy to work with. If you could gain a few dozen more clients like your 10 best, it would transform your business. The good… Read More
Related terms: Branding 101, Customer Relationship Management, Lead Generation, Marketing, Practice Management, Referrals
If Indexed Universal Life Was Like Football
OK football fans, if you’re tiptoeing in the IUL market, take a look at NACOLAH’s flyer on IUL. It has a great analogy that shows the main advantages of index accounts that shields from negative returns through a zero-percent floor. Right now, NACOLAH’s IUL is one of our leading products—it’s well priced and has excellent… Read More
Life Policy Reviews are Overlooked Opportunities
Right now, is the perfect time to begin scheduling policy reviews! Not only does life change from year to year, but life insurance products can also change over time. As you meet with your clients, here are a few items to consider: Could your client retain the same coverage, but at a lower cost? Is… Read More
CreativeOne teams up with the Veterans Community Project.
They’re the heroes working to end homelessness among veterans. We’re just helping. For many veterans, the reality of becoming homeless is all too real. With the help of Veterans Community Project, that reality is changing, and CreativeOne is proud to partner VCP as part of our Creative Cares initiative. For starters, we sponsored a two-by-four… Read More
AIG Power Select Builder 8 - Now Available in CT, LA, MO, OH, OR, PA & WA
AIG and the Market Synergy Group are pleased to announce the launch of a new solution – The Power Select Builder 8SM Index Annuity – in the Power Select Index Annuities family to help clients build their confidence in growing and protecting their retirement savings. This new annuity will be available on and after February… Read More
F&G launches S&P Participation Rate Strategy
As of today F&G has officially launched their S&P Participation Rate Strategy. F&G will finally have an annual, uncapped strategy for you to offer to your clients! Accumulator Plus 7 & 10 50% Par – 5.91% illustrated rate Accelerator Plus 10 & 14 45% Par – 5.33% illustrated rate For additional information about this new… Read More



