August 2019 - Creative Edge

Hibernation Over: Does August’s Volatility Mark the Start of a Bear Market?

Bear Market

For more than a decade, investors have enjoyed the longest bull market in history. It started in March 2009 as a recovery from the 2008 financial crisis. Since then, the financial markets have produced a slow and steady upward march, resulting in a 334% cumulative gain for the S&P 500.1 However, recent market volatility has… Read More


IRS changing tax treatment of advisory fees

The IRS has changed the rules—and it might benefit you and your clients. Previously, registered investment advisers (RIAs) could not pull an advisory fee from an annuity in their client’s account without creating a “taxable event.” Now, the IRS has reversed that rule, allowing RIAs to pull advisory fees from the cash value of a… Read More


Leave a Guaranteed Legacy with Global Atlantic

6 things to know about Global Atlantic’s Enhanced Death Benefit Take a look at the infographic to learn 6 reasons the optional Enhanced Death Benefit1 (EDB) with Choice Accumulation II Fixed Index Annuity can help your client’s leave a lasting legacy. Would your clients like to grow their legacy by 7% for up to fifteen years?… Read More


Your Ag Financial Legacy

The Nationwide Land As Your Legacy® team is hosting a webinar to discuss how advisors can better help their agriculture clients and introduce them to their legacy planning programs for farmers and ranchers. We invite you to attend! Your Ag Financial Legacy Hosted by: Dennis Mattern, Pat McEvoy of CreativeOne and Lacey Preston of Nationwide…. Read More