Martin Pfannenstiel, ChangePath’s vice president of business development, has been named one of ThinkAdvisor’s Life Health 30 Under 30. According to the magazine, “these millenials have made a mark, fast, despite having to put up with waiting in more lines, for longer, than about two-thirds of their peers.” Read the article to learn more about Martin… Read More
Rewards Archives - Creative Edge
Exploring the “De-Accumulation” Side of Annuities
Over the last 10 years, more than $2.3 trillion of annuity products have been sold in the United States. The overwhelming majority of those sales were into deferred annuity products with the primary intention of tax-deferred growth. Join us for one (or all!) of the webinars in CreativeOne’s Webinar Series: Exploring the “De-Accumulation” Side of… Read More
Related terms: Annual Convention, Carrier Announcements / Updates, Financial Strategies, Industry News, Sales Strategies
Business Accelerator: Our New Marketing Credits Program
Be bold. Be seen. Be heard. Grow your business. Let’s build something amazing together! CreativeOne is excited about our new credits program, Business Accelerator! It delivers on the principles of purpose, persistence and prosperity. We reward your everyday premium production with account credits. The more annuity and life insurance premiums you generate, beginning at $500,000… Read More
Related terms: Agency Building, Annuities, Branding 101, Customer Relationship Management, Lead Generation, Life, Market Niches, Marketing, Practice Management, Referrals, Rewards, Technology / Software
Register for upcoming Athene webcasts
Target Series FIAs Tuesday, August 12, 2014, 10 a.m. – 11 a.m. CDT Register and attend this webcast to learn: Product detail of the Target Series FIAs. How to simplify the income rider conversation with Target Pay and Target Pay Plus Several ideas on how to position this competitive suite of products in your book… Read More
Related terms: Annuities, Carrier Announcements / Updates, Carrier Incentives, Industry News, Product News, Product Training & Knowledge, Product Updates, Products & Carriers, Training
Build Your Retirement Income with Power Producer by F&G
Not only can you earn deferred compensation through CreativeOne, many of our carriers also provide opportunities to earn retirement income based on production. One of those is Fidelity & Guaranty (F&G) Life, which offers its Power Producer Program to those who qualify. Offer your clients a solid product for their retirement income needs, and earn… Read More
Related terms: Agent Retirement Plans, Annuities, Carrier Announcements / Updates, Carrier Incentives, Life, Products & Carriers, Products & Carriers, Rewards
Athene announces updates to 2014 CARE program
As the transition from Aviva USA to Athene continues, the company announced that it is keeping the Creating Agent Retirement Earnings (CARE) deferred compensation program. For 2014, Athene is making it easier to qualify, adding tiers to reward performance and simplifying the program. Read the full announcement, which includes an FAQ section.
Related terms: Annuities, Carrier Announcements / Updates, Carrier Incentives, Industry News, Products & Carriers
Jerry Maguire Movie Line Reference, But Not The One You Expect
The other night, I was flipping through the channels and came across the 90’s classic “Jerry Maguire”. As you may recall, Tom Cruise stars in the title role as a sports agent who suddenly questions his purpose in life and seeks a higher meaning. (Along the way he learns a lot about himself, finds out… Read More
Turn an underused strategy into sales working overtime
A wise man once said, “Productivity is never an accident. It is the result of a commitment to excellence, intelligent planning, and focused effort.” So why is it so many business owners still don’t have a solid plan for success? Now is a great time to take a look at what’s working in your practice… Read More
Related terms: Agency Building, Annuities, Branding 101, Customer Relationship Management, Lead Generation, Life, Market Niches, Marketing, Planning Tools, Practice Management, Quick Start Success, Referrals, Rewards, Strategic Partnerships, Technology / Software, Training
Where All The Magic Happens
The palm trees were swaying, the cigars were being hand rolled and excitement filled the air as more than 50 of our most elite agents gathered in Miami on January 22. The sixth annual Tailor Made Networking Conference was quickly underway with a welcome event around the pool, and the magic began to unfold before our eyes. Each year, this event proves to remind us of the great things that can happen when agents and advisors meet to network, share ideas and collaborate on ways to build their businesses and top the previous year’s performance.