July 2019 - Creative Edge

NEW Suitability & Best Interest Requirements in New York

The New York State Department of Financial Services (NY DFS) has released the final version of best-interest Regulation 187 (NY 187) Suitability and Best Interests in Life Insurance and Annuity Transactions. This regulation requires producers and insurers to implement a process that ensures they’re acting in the consumer’s best interest when recommending an annuity or… Read More


Empowered: Women and retirement

In 2017, North American sought to better understand women – the way they approach retirement, how they work with financial professionals, and why businesses that figure out how to market to women see significant growth and sustainability. 1 A fair assumption can be made. The health of your professional relationships with the women in your… Read More


BCA Suite of FIAs: Leverage the Innovation of Professor Jeremy Siegel

Leverage Index Innovation from an Industry Legend Advanced methodologies offer more consistent long-term growth in the latest index from Wharton Professor Jeremy Siegel, available exclusively in BCA FIAs.       The WisdomTree Siegel Strategic Value IndexTM, available exclusively in the Athene® BCA® Suite of Fixed Indexed Annuities, is an innovative index from economic icon… Read More


Colorado Bankers Life terminates all agents

As you know, Colorado Bankers Life Insurance Company (CBLife) was placed into rehabilitation by the North Carolina Department of Insurance on June 27, 2019. As a result, CBLife is in the process of terminating all agents’ appointments and notifications will follow shortly. Please note all agents will still have admin access to their client’s contact… Read More


Rolling Stones Keep on Giving—Just Like Annuities

July 17 2019

by Kati Hess

It’s 2019 and The Rolling Stones are back… with a sponsorship from the Alliance for Lifetime Income. You heard it right. The rebellious English rock band is going on tour and spreading the word about annuities at the same time. Sounds a little out of the box, doesn’t it? It is, but when you take… Read More


Lincoln Retirement SafeGuard now available in California

Lincoln Retirement SafeGuard℠ Don’t forget — The Lincoln Retirement SafeGuard℠ is now available in California! Knowing you have a retirement income plan with flexibility that’s SafeGuarded from market turns with the opportunity for growth can help your clients rest easier as they prepare for retirement. Together with Lincoln Financial Group and BlackRock we can help… Read More


Ibbotson’s Behavioral Finance Index

2-minute Video Introducing Clients to the NYSE® Zebra Edge® Index.       NEW CLIENT VIDEO     Press Play to introduce clients to the NYSE® Zebra Edge® Index     This new, two-minute client video is a powerful way to introduce your clients to the Nationwide New Heights® fixed indexed annuities and the NYSE®… Read More


Take Back Your Privacy with Facebook

July 5 2019

by Kati Hess

Privacy. We all want it but it’s hard to obtain in our digital day and age. Facebook understands they have a mountain to climb when it comes to earning back users’ trust and they are making up ground with their latest announcements. Think transparency, advertising and targeting. Facebook is rolling out a feature that will… Read More