Sales Strategies Archives - 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


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


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


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


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


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.