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
Annuities 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
Important Changes to Nationwide New Heights
Keeping you current on Nationwide® fixed indexed annuities Nationwide® strives to provide you with competitive products, while also ensuring we uphold our On Your Side® promise to clients. In light of recent economic conditions we need to make some adjustments to our Nationwide New Heights® fixed indexed annuities to maintain that balance of interests. The… Read More
Athene Adjusts BalancedChoice Annuity Strategy Allocations
Effective, July 2, 2016, Athene BalancedChoice Annuity (BCA) will be adjusting the strategy option allocation percentages. View the official notice and deadlines here. Please contact your CreativeOne sales team at 800.992.2642 if you have any questions or would like any additional information.
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
With DOL, is a TAMP Part of Your Firm’s Future?
We’ve been reading the online Department of Labor (DOL) chatter about increased fiduciary responsibility, and as advisors, we’re heightening countermeasures before the dust settles. As you are aware, the DOL has recently proposed changes that could drastically alter our industry. These proposed fiduciary changes would hold insurance and financial professionals to a higher legal standard… Read More
Related terms: Annuities, Industry News, Legislation, Practice Management, Suitability / Compliance, Uncategorized, Wealth Management
DOL Outcome Looming … What’s the Best FIA?
It Depends. We’ll Help You Find It. With the speculation surrounding the DOL’s decisions, it’s never been a better time to rely on Annuity Solutions PRO. CreativeOne’s proprietary web-based database includes the most complete and up-to-date product information search tool in the industry. Our team maintains hundreds of products and their specifics. You can rely on… Read More
Related terms: Annuities, Carrier Announcements / Updates, Product News, Product Training & Knowledge, Product Updates, Products & Carriers, Uncategorized
Mutual of Omaha’s GULS: Now Includes GRO Rider at No Charge
The “value proposition” of Guaranteed Universal Life contracts continues to improve with the addition of a “best in class” liquidity rider to Mutual of Omaha’s GULS contract. It is available for sale effective today, June 1st, and brings with it the ability to execute on the “policy split” strategy that many of us are already… Read More
Related terms: Carrier Announcements / Updates, Case Studies, Industry News, Life, Planning Tools, Product News, Product Training & Knowledge, Product Updates, Products & Carriers, Products & Carriers, Savvy Strategies, Uncategorized











