Chris ConroySenior Vice President, National Accounts Annuity Sales - Creative Edge

Since CreativeOne’s inception in 1984, we’ve been at the forefront fighting amendments that could potentially impact our industry in order to better serve you. Back in 2008, CreativeOne partner Mike Tripses served on the board for the National Association of Fixed Annuities (NAFA) and was a leader against the SEC’s proposed Rule 151A, known as… Read More

During the recent National Association for Fixed Annuities (NAFA) Annuity Distribution Summit in Coral Gables, Florida, I, along with CreativeOne president Mike Tripses, engaged with other industry leaders in our continued efforts to fight against the Department of Labor (DOL) rule given its potentially devastating impact to the $20-trillion, qualified money market. NAFA Executive Director… Read More

As you likely know, the hot issue in the industry right now is the proposal by the Department of Labor (DOL) to change and revamp the definition of “fiduciary” with the intention of protecting investors from conflicting investment advice and imposing a uniform standard. The definition would make all advisors, including insurance agents, fiduciaries and… Read More

Webinar: How will the DOL fiduciary proposal impact you?   Wednesday, August 19, 2015 10:30 a.m. CDT 8:30 a.m. PDT | 9:30 a.m. MDT | 11:30 a.m. EDT   The proposal is supposedly helping the clients; however, the DOL proposal is probably going to do just the opposite. Join Executive Director of the National Association… Read More

Ever wonder who’s watching your back in the fixed indexed annuity industry? Who looks out for YOU to make sure you can continue providing reliable retirement savings products to your clients? Fortunately there is someone — the National Association for Fixed Annuities (NAFA). CreativeOne has been a long-standing and supportive member of NAFA’s roots for… Read More

“Everything should be made as simple as possible, but no simpler.” - Albert Einstein* Although 80 years old, Einstein’s comment related to theoretical physics can be applied to today’s income planning solutions. The annuity income sale process has evolved considerably over the last decade. It used to be simple. Just solve for how much payout… Read More

Legend has it that Paul Bunyan ate 50 pancakes in one minute because he loved the food and was so hungry from digging out the Great Lakes. How would your clients like a super stack of “retirement pancakes” that serves higher lifetime income checks on all the hard-earned money they’ve saved throughout their lives? The new BalancedAllocation Lifetime Income Rider^TM (BALIR) from Annexus, available only on the BalancedAllocation Annuity (BAA) series, does just that. It offers your clients a new living benefit rider that stacks interest tied to the S&P 500 on top of a 5% guaranteed fixed rate, which in turn means higher income checks for life. The Retirement Landscape

Are you looking for a new way to explain what annuity income riders can do for your clients? Consider starting with a specific income need and then work backward to solve the problem.