Annuities Archives - Creative Edge

Clients Need $50k in Income? 4 Innovative Options

September 5 2019

by CreativeOne - www.creativeone.com

It’s a familiar scenario for any financial advisor who works with retirees. You sit down with a couple who has saved a significant amount of retirement assets over the course of their career. As they approach retirement, they’re looking for a way to convert those assets into income that will last for life. CreativeOne Sales… Read More


New FIA Solutions from AIG now on RetireUp

September 5 2019

by CreativeOne - www.creativeone.com

We are pleased to announce that the AIG Power Select Plus Income & Power Select Builder are now a part of the RetireUp Pro product platform!  Producers that utilize RetireUp Pro to assist their clients in structuring sustainable retirement income plans will now be able to incorporate the Power Select Plus Income and Power Select… Read More


Fee-Based Annuities? Positive Developments from the IRS

September 3 2019

by CreativeOne - www.creativeone.com

In August, the IRS delivered a sign of hope for fee-only advisors who want to offer annuities to their clients.   The IRS issues private letter rulings (PLR) to Nationwide, Lincoln Financial, and Great American Insurance that allows up to 1.5% to be deducted from their non-qualified annuity products each year without triggering a taxable… Read More


More Market Drama as Trump, China Escalate Trade War

U.S., China Trade War

The markets tumbled on Friday as China escalated the ongoing trade war and President Trump signaled his intention to continue the economic battle. On Friday, China retaliated by announcing new tariffs on $75 billion in American goods, set to begin on September 1. That news pushed the markets down. Dow futures dropped by more than… Read More


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


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


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