Annuities Archives - Page 2 of 35 - Creative Edge

Are your clients income ready for retirement?

Access new resources to get clients income ready for retirement with Global Atlantic One of the most important financial-planning decisions a retiree will make is deciding if they can afford to retire. This means considering if they are ready to cross over from accumulating assets to depending on those assets to pay monthly bills throughout… Read More


Let i4Life Lead the Way

i4LIFE® Indexed Advantage – Income Option i4LIFE® Indexed Advantage is an annuity payout option rider available with Lincoln Level Advantage® Indexed Variable Annuity contracts. The rider provides lifetime income, upside potential, access to the Account Value and a death benefit, and tax-efficient income with nonqualified contracts. i4LIFE® Indexed Advantage provides: Lifetime Income: An income stream… Read More


Educate Retirees on Why Diversification Matters so Much with Sagicor Life

Introducing Sagicor’s Sage Secure FIA is designed for accumulation with index-linked options and a choice of 5, 7, or 10 Year Surrender Charge periods. Sage Secure FIA highlights include:• A global multi-index strategy that utilizes three large indexes with strong PAR• A domestic strategy with competitive CAP• 5, 7 & 10-year durations• No surrender charge… Read More


Important Changes to PrimePath®

As one of North American’s top sellers, the PrimePath fixed index annuity has delivered an attractive mix of income potential, protection, accumulation, and legacy. Effective June 4, they have launched more options for your clients with new index strategies and the Morgan Stanley Dynamic Contribution (MSDC) Index with the following crediting methods: Annual Point-to-Point with… Read More


CreativeOne offers four seminars with FINRA letters

FINRA

We all know seminars have been a long-standing way to generate leads within the financial and insurance industry. CreativeOne understands the importance of having strong, compelling content available to engage attendees. But having that content be in line with compliance guidelines is a whole other story. The good news? We’ve done the work for you. We’re… Read More


DOL sets date to propose new fiduciary rule

In December, the Department of Labor plans to propose a new fiduciary rule as a continuum of the battle to overhaul investment advice for retirement accounts. The rule will likely be contoured to the SEC’s new advise standards. Read more about the proposed rule here.   CreativeOne will continue to monitor the situation. For more information,… Read More


Mobilize Sales Concept: Route 65

Have clients looking to maximize their Social Security benefits? North American’s new Mobilize video and sales concept could help. Take Bob, for exampleAge: 62Preferred retirement age: 65 Financial situation: • Healthy, happily and productively working at an annual salary of $80,000• Comfortable level of personal savings • Not counting on Social Security so he can… Read More


Back by Popular Demand: BCA RMD and Legacy 4% Sales Solution

RMD and Legacy Sales Solution Show them a smarter strategy for protecting their legacy while taking RMDs.


Great American new Landmark 3 now available in Nevada

Great American’s NEW American Landmark 3 fixed-indexed annuity is now available for sales in Nevada and offers: Our shortest early withdrawal charge period yet, with charges that end after three years Issue ages up to age 90 Tax-deferred growth opportunity with three indexed strategies with competitive cap rates RMD-friendly systematic withdrawals A death benefit that is the greater of the account value or GMSV A simple, transparent… Read More


Have you considered Performance Choice Series by North American?

What sets Performance Choice Series apart? Performance Choice 8 is a deferred, flexible-premium, fixed index annuity. The value will grow at a rate based on the fixed or index account (or index accounts) chosen. Index accounts are tied to market performance, but they are not an actual investment in the stock market. In other words,… Read More