Sales Strategies Archives - Page 2 of 9 - Creative Edge

Have you completed your IRA Rollover Checklist?

If not Pacific Life can help! In many instances, rolling over your clients retirement plan assets to an IRA can help them better achieve their retirement goals. Before making this decision, it’s important to review key aspects of your client’s financial situation and carefully evaluate the pros and cons that a rollover might offer. This… Read More


Social Selling for Financial Professionals with Pacific Life

Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand.   What is Social Selling? – Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones. The 4 Key Aspects of Social Selling: Create Your Presence… Read More


The Secret to FIA Success? The Index Inside

RIAs, it’s time to rethink….   New Research from ZEBRA CAPITAL for 2019 DOWNLOAD THE research » Last year, Roger Ibbotson wrote a groundbreaking white paper, showing a smart alternative to bonds in retirement portfolios. But NOT ALL bond alternatives are created equal. Now the next chapter in the research from Zebra Capital highlights the… Read More


Writing 403(b) business?

Are you writing 403(b) business?  North American may have the tools to help your business grow. A 403(b) tax-sheltered annuity is a retirement program allowed by the Internal Revenue code, allowing employees of most tax-exempt 501(c) (3) organizations to contribute pre-tax dollars for their retirement. The 403(b) plan regulations clarify that a 403(b) plan is… Read More


#LifeHack – New 4% Rule by AIG

Need help explaining to your clients exactly how much they should be targeting to save for a comfortable retirement?  We all love things that make our jobs easier and faster… This new iteration of the “4% Rule” shows you how to assist your clients in planning their ideal savings for retirement in a few quick… Read More


Help your clients enter retirement confident with Nationwide

February 26 2019

by Connor Wilson - Sales Specialist

A source of income for life As retirement draws nearer, many of us reach a point when we begin to wonder how we’ll generate income and if that income will be enough to carry us through retirement. If you’re invested in equities, it’s natural to consider what impact a major downturn could have on your… Read More


Annuity Companies Look to Simplify the 1035 Process

February 13 2019

by Kati Hess

The 1035 exchange isn’t known for efficiency. An exchange between annuities usually requires multiple signed documents, a lengthy compliance and suitability review, and settlement as the funds are transferred between carriers. It’s not unusual for an exchange to take weeks, if not months. That could be changing though. According to a recent article in InvestmentNews,… Read More


Redtail CRM: Easy to Use, Quick to Deploy & Delivers a Rapid Return on Investment

Looking for more from your CRM? Well, look no further than Redtail. Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office and email archiving solutions in the financial services industry. Cohosted by David Mehlhorn, Director of Sales at Redtail and Dennis Mattern, VP, Training & Development at… Read More


Don’t let thieves steal your clients’ identities

Insure your clients’ assets up to $1 million Instances of identity theft are increasing every year.¹ More than 41 million Americans have had their identities stolen at least once, and older adults are victims of identity theft every four minutes.²⁻³ Offer Identity Theft Protection through CreativeOne CreativeOne recently partnered with IdentityForce, the industry leader with more… Read More


New AIG microsite now available for your use

AIG is excited to launch powerselectannuities.com, a powerful new AIG microsite for you to use with your clients! This easy to navigate site contains Power Select Plus and Power Select Builder videos, brochures and other valuable resources with no login information required.  Access materials to learn how to help grow your clients savings, protect them… Read More