Cascading waterfalls. Glistening beaches. Intriguing natural wonders. This is the 2017 Vanguard Conference! This is Paradise, Hawaiian Style! If you haven’t qualified for the 2017 Vanguard Conference in beautiful Kauai, Hawaii, don’t worry—you still have plenty of time. Qualification ends December 30, 2016. For some inspiration to push you to meet your goal, visit the… Read More
Life Archives - Creative Edge
Vanguard Conference: Surfing, Sailing or Spa?
Related terms: Annual Convention, Carrier Incentives, Industry News, Life, Products & Carriers, Rewards, Sales Notes, Uncategorized
The Blitz: Don’t Get Declined, Use a Proper Design
The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions. Upcoming Webinars Client profile:… Read More
Related terms: Accumulation Strategies, Agency Building, Case Consulting, Case Studies, Life, Planning Tools, Planning Tools, Practice Management, Product News, Products & Carriers, Quick Start Success, Sales Strategies, Savvy Strategies, Uncategorized, Wealth Management
CreativeOne Releases App with Real-Time Updates
To provide advisors with the ability to access on-the-go case updates and carrier contracts in real time, CreativeOne set out to create an efficient and easy-to-use app, and over the past few months has been releasing the app to its advisors. To better understand the backstory of the app and learn about it from inception… Read More
Probability & Interest Returns
Capped vs. Uncapped Life Products CreativeOne is known for being the leader in life insurance income. Join us as we evaluate capped vs. uncapped interest options for unlimited growth potential. Further your understanding on how to use income strategies as we review back-tested performance to analyze probability and the various accumulation methods used to drive insurance… Read More
Related terms: Carrier Announcements / Updates, Life, Product News, Products & Carriers
Strong Strategies for Estates and Wealth Transfer
Join the discussion as The Lafayette Life Insurance Company takes a look at estate strategies, wealth-transfer techniques, and the ways in which life insurance may play a role. Estate Strategies 101 July 21 at 11:30 a.m. CDT Presented by Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Register >> All of a client’s assets in… Read More
Related terms: Estate Planning, Estate Planning, Industry News, Life, Planning Tools, Planning Tools, Practice Management, Product Training & Knowledge, Products & Carriers, Sales Strategies, Savvy Strategies, Uncategorized, Wealth Management
Lincoln® Changes Term Conversion Guidelines
Changes are coming to Lincoln Financial Group®’s term conversion guidelines. Term conversion options on new term policies with policy effective dates on or after September 12, 2016, will continue to have access to the full suite of competitive permanent products through policy year seven. After year seven, policies that are eligible may convert to one… Read More
Minnesota Life Presents: Life Insurance as an Investment Tool
Minnesota Life Presents: Life Insurance as an Investment Tool BGA and BGA Staff Webinar Thursday, June 30, 2016 1:00 PM CST Join TMA and Steve Sommer, Sales Manager, IDG of Minnesota Life for a presentation on “Life Insurance as an Investment Tool.” Learn how you can use life insurance to help your clients fill their retirement income… Read More
Related terms: Carrier Announcements / Updates, Financial Planning, Financial Strategies, Industry News, Investments, Life, Planning Tools, Planning Tools, Product News, Product Training & Knowledge, Uncategorized, Wealth Management
Amiss Table Rating & Maneuverability
Technology adoption, advancements in medical treatments and the wide array of pharmaceutical products are making a larger impact on how we all do business. And, in this case success story, we see the importance of reviewing carrier offers and not taking them at face value. Maneuverability in Health Class Ratings With the subjective underwriting process… Read More
Shell Game: Planning for Retirement’s Unpredictability
Life’s unpredictable. That’s why we help everyday people improve their odds and reduce the impact of external risks. We work to protect a client’s financial plan. In our profession, we spend a great deal of time anticipating and predicting the unforeseen and how external pressures can affect clients. What are the techniques to navigate and… Read More
Related terms: Financial Planning, Life, Sales Strategies, Savvy Strategies, Wealth Management
Learn about Lafayette Life’s New Whole Life Riders
Don’t miss an exciting opportunity to learn about Lafayette Life’s new Whole Life riders! Join Lafayette Life for an in-depth webinar about these important enhancements to our Whole Life portfolio: June 7 webinar June 9 webinar The Lafayette Life Insurance Company introduced a new Accelerated Death Benefit PLUS rider that will be automatically included subject… Read More
Related terms: Carrier Announcements / Updates, Financial Planning, Life, Planning Tools, Product News, Product Training & Knowledge, Products & Carriers, Uncategorized











