The 1035 exchange isn’t known for efficiency. An exchange between annuities usually requires multiple signed documents, a lengthy compliance and suitability review, and settlement as the funds are transferred between carriers. It’s not unusual for an exchange to take weeks, if not months. That could be changing though. According to a recent article in InvestmentNews,… Read More
February 2019 - Page 2 of 2 - Creative Edge
Annuity Companies Look to Simplify the 1035 Process
Related terms: Annuity Mechanics, Industry News, Sales Strategies, Technology / Software
Get Your Voice Heard on Social Media
There is no better time to stay in front of prospects and clients online then now! Increase your online engagement with CreativeOne’s Social Media Elite program. With Social Media Elite, we take care of everything, so there’s no extra work on your end—but think of what could come of it: more engagement and better… Read More
Related terms: Branding 101, Facebook, Lead Generation, Marketing, Online Marketing, Practice Management, Social Media
Have you considered Target Income 10℠ from Delaware Life Insurance Company?
A fixed indexed annuity with exceptionally competitive lifetime income. Click Here to Download the Product Brochure Click Here to Download Illustrations & Literature Select your state to download the Product Profile for your area:
Related terms: Annuities, Annuity Mechanics, Product Training & Knowledge, Products & Carriers
Redtail CRM: Easy to Use, Quick to Deploy & Delivers a Rapid Return on Investment
Looking for more from your CRM? Well, look no further than Redtail. Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office and email archiving solutions in the financial services industry. Cohosted by David Mehlhorn, Director of Sales at Redtail and Dennis Mattern, VP, Training & Development at… Read More
Related terms: Customer Relationship Management, Practice Management, Sales Strategies, Technology / Software
Global Atlantic to extend E-App incentive!
Enhanced Commissions for E-Business Through 6/30/19 You will receive and additional 50bps through 6/30/19 for any Fixed Index Annuity (FIA) sale that comes in as an electronic application (e-app) utilizing: Our SnapApp tool (or directly from Firelight) Your IMO’s ordering system Streamline your earnings potential and receive additional commissions when using an electronic application (e-app)… Read More
Related terms: Annuities, Carrier Announcements / Updates, Product Training & Knowledge, Products & Carriers
Variable Universal Life: Place Your VUL with Us!
Place Your VUL Business with Us! Access not one, but several of the top-selling variable life insurance carriers and enlist our team to process your VUL paperwork. We’ll ensure cases are in good order to speed up the placement process, position the case with underwriters and negotiate carrier offers on your behalf. If you’re not… Read More
