Financial Planning Archives - Page 2 of 3 - Creative Edge

Explore opportunities for linked benefit long-term care solutions outside the individual client market

 during this informative webinar. Join us to learn: The value of using Nationwide YourLife CareMatters in an Irrevocable Life Insurance Trust (ILIT). Long-term care — the new executive benefit. Using CareMatters in buy/sell agreements. Case study: Multiple needs met with one solution…. Read More

You’re meeting with an affluent client or prospect that is 10 years or less away from retirement. He’s in good shape financially, but he’s also in great shape physically, and wants to maintain his lifestyle for a lengthy retirement. However, he’s already maxed out his tax-advantaged retirement options and doesn’t want any more exposure to… Read More

Lifetime Foundation is a first-of-its-kind permanent life insurance product with death benefit guarantees that adjust to your clients’ changing needs. This innovative new approach offers more guaranteed coverage early on when their life insurance needs are likely the greatest, while maintaining a proportional death benefit guarantee in later years when their focus transitions to savings… Read More

Smart Money. Having flexible money available when you need it is important. Permanent life insurance is often overlooked as a solution to grow assets and provide clients access to death benefits for living needs. The versatility of permanent solutions can provide: 1. Death benefit protection - which is generally income tax-free proceeds could help a family continue,… Read More

BLUEPRINT TO FREEDOM PART IV: IMPLEMENTATION You’ve taken the finals steps to freedom, and now it’s time to capitalize on your pre-planning efforts. By identifying those clients who make up your target market, you’ve begun building your awareness and branding yourself as “the expert” – two steps that are essential to growth. It’s at this point… Read More

BLUEPRINT TO FREEDOM PART III: EXECUTION Before making the big announcement that you’re transitioning into life as an independent agent, refine your business goals, develop the strategies needed to capture the eye of your former clients and craft smart tactics to build a network of qualified prospects. When you plan to make your new firm… Read More

BLUEPRINT TO FREEDOM PART I: EVALUATION Evaluating your current business and finding out how to duplicate your success in an independent environment can be difficult, timely and cumbersome. Use this blueprint to walk through the process step by step to leverage existing relationships, set up the groundwork for your transition and maneuver outstanding agreements with… Read More

This is Part II of an article (Read Part I here) that details an actual life insurance case submitted and placed through CreativeOne. Names and other identifying factors have been changed or omitted to protect the privacy of the parties involved. Concierge Underwriting to the Rescue Pete’s case presented other challenges beyond its size, namely… Read More

The following article details an actual life insurance case submitted and placed through CreativeOne. Names and other identifying factors have been changed or omitted to protect the privacy of the parties involved. As the chaos of one of the nation’s busiest airports buzzed around him, “Pete” relaxed in the terminal on a May afternoon waiting… Read More

An alternative way to diversify: life insurance can offer a competitive portfolio option with less volatility. Many clients today are looking for a way to diversify their portfolios without taking more risk than they can confidently handle. Yet, when they think about life insurance, they only think in terms of the benefits surrounding protection against… Read More