August just got a lot hotter! BCA Elevate offers one of the strongest combinations of both accumulation potential and guaranteed income available today! Below are links to the new lineup of consumer materials; featuring the new Merrill Lynch RPM Index™, 3 new income riders and the enhanced death benefit rider. Access Marketing Materials: New Merrill Lynch RPM… Read More
Sales Strategies Archives - Creative Edge
Athene BCA Elevate™ Is Here
Related terms: Accumulation Strategies, Annuities, Carrier Announcements / Updates, Financial Strategies, Industry News, Planning Tools, Product News, Product Updates, Products & Carriers, Sales Strategies, Uncategorized, Wealth Management
Stay on Top of Your Game with CreativeOne’s Income Series
Short on time, but crave the latest to stay on top of your game? You’re invited to view our library of powerful webinars where you’ll learn about the latest industry topics at a time that fits your busy schedule! What better way to maximize your time? Take a listen and learn! Income Series 101: Accessing… Read More
Related terms: Agency Building, Annuities, Case Consulting, Practice Management, Sales Notes, Sales Strategies, Savvy Strategies, Training, Uncategorized
Knock, Knock … It’s Opportunity at Your Door
At a time when the current-rate environment is forcing carriers to reduce rates, a unique opportunity has presented itself for producers in Alaska, Connecticut, Delaware, Minnesota, Nevada, Oregon, Pennsylvania, Utah and Washington. What’s the opportunity … the rates on Nine Year New Heights Strategy A got better! How much better? You can now provide your clients 20 percent… Read More
Related terms: Annuities, Carrier Announcements / Updates, Case Consulting, Industry News, Product News, Product Updates, Products & Carriers, Sales Strategies, Savvy Strategies, Uncategorized
Download The Barron’s 2016 Best Annuities Chart
Barron’s, one of America’s top financial newspapers and magazines, recently published its sixth-annual review of the most competitive annuity products in the marketplace focusing on providing guaranteed income for life. Within Barron’s chart, the publication highlights the 50 most competitive products available today, comparing and contrasting the primary income annuity alternatives including variable annuities, deferred… Read More
A Word from the Wise: Stephen Stricklin
A Word from the Wise features expertise from industry-related professionals to put you at the top of your game. When Stephen Stricklin founded Wise Wealth LLC, he was motivated by the desire to bring financial wisdom to his clients. A former teacher and counselor, Stephen understands the role knowledge plays in wealth management and preservation… Read More
Related terms: Agency Building, Annuities, Branding 101, Customer Relationship Management, Marketing, Practice Management, Sales Strategies, Savvy Strategies, Uncategorized, Word From The Wise
MediaOne Boasts Full Media Capabilities
CreativeOne’s in-house video, audio and photography studio, MediaOne, focuses on full-service media and production solutions for our producers. Video has taken over the Internet versus static text, and MediaOne puts CreativeOne—and our producers—in prime position to take advantage of the trends in marketing technology by providing powerful and targeted content for online marketing campaigns to… Read More
Related terms: Agency Building, Branding 101, Lead Generation, Marketing, Online Marketing, Practice Management, Sales Strategies, Savvy Strategies, Social Media, Uncategorized, Video Marketing
ChangePath: Your Total Solution Has Arrived
If you’re a wealth management firm looking to integrate insurance within your practice, ChangePath is the solution you’ve been waiting for. As a turnkey asset management platform (TAMP), ChangePath provides a unified managed household approach that illustrates the overall impact of fixed indexed annuities (FIAs) into the Modern Portfolio Theory. Utilizing ChangePath will help grow… Read More
Related terms: Agency Building, Annuities, Financial Strategies, Industry News, Investments, Planning Tools, Practice Management, Product News, Sales Notes, Sales Strategies, Savvy Strategies, Strategic Partnerships, Suitability / Compliance, Technology / Software, Uncategorized, Wealth Management
What It Takes to Be Successful at Prospecting
In the November 2015 issue of Research:, industry veteran Bill Good wrote about what it takes to be successful at prospecting. Below is a recap of Good’s article. There are times when things aren’t working the way they should in prospecting, which should signal you to stop and think. You can usually fix any prospecting… Read More
Related terms: Agency Building, Annuities, Branding 101, Customer Relationship Management, Lead Generation, Life, Marketing, Practice Management, Sales Notes, Sales Strategies, Sales Strategies, Savvy Strategies, Uncategorized
SECOND CHANCE: Balanced Growth Advantage IUL Launch Webinar
Due to overwhelming response, we have scheduled a second webinar! Join this exclusive webinar for financial professionals hosted by Annexus to find out more about an IUL policy with unlimited growth potential. Don’t miss out — this product is only available to an exclusive group of financial professionals. Balanced Growth Advantage Indexed Universal Life (BGA) from Minnesota Life is… Read More
Related terms: Carrier Announcements / Updates, Industry News, Product News, Product Training & Knowledge, Product Updates, Products & Carriers, Sales Strategies, Savvy Strategies, Uncategorized
NAFA 2015 Year in Review & 2016 Perspectives
Join NAFA’s Executive Director, Chip Anderson, for a comprehensive review of NAFA’s 2015 key initiatives as well as details on NAFA’s strategic approach for 2016. Thursday, December 17, 2015 UPDATED START TIME 11:30 a.m. PT | 12:30 p.m. MT | 1:30 p.m. CT | 2:30 p.m. ET Can’t see the button? Register Now. Looking for… Read More












