Uncategorized Archives - Creative Edge

NEW Suitability & Best Interest Requirements in New York

The New York State Department of Financial Services (NY DFS) has released the final version of best-interest Regulation 187 (NY 187) Suitability and Best Interests in Life Insurance and Annuity Transactions. This regulation requires producers and insurers to implement a process that ensures they’re acting in the consumer’s best interest when recommending an annuity or… Read More


Important Changes to PrimePath®

As one of North American’s top sellers, the PrimePath fixed index annuity has delivered an attractive mix of income potential, protection, accumulation, and legacy. Effective June 4, they have launched more options for your clients with new index strategies and the Morgan Stanley Dynamic Contribution (MSDC) Index with the following crediting methods: Annual Point-to-Point with… Read More


DOL sets date to propose new fiduciary rule

In December, the Department of Labor plans to propose a new fiduciary rule as a continuum of the battle to overhaul investment advice for retirement accounts. The rule will likely be contoured to the SEC’s new advise standards. Read more about the proposed rule here.   CreativeOne will continue to monitor the situation. For more information,… Read More


Back by Popular Demand: BCA RMD and Legacy 4% Sales Solution

RMD and Legacy Sales Solution Show them a smarter strategy for protecting their legacy while taking RMDs.


Great American new Landmark 3 now available in Nevada

Great American’s NEW American Landmark 3 fixed-indexed annuity is now available for sales in Nevada and offers: Our shortest early withdrawal charge period yet, with charges that end after three years Issue ages up to age 90 Tax-deferred growth opportunity with three indexed strategies with competitive cap rates RMD-friendly systematic withdrawals A death benefit that is the greater of the account value or GMSV A simple, transparent… Read More


Have you completed your IRA Rollover Checklist?

If not Pacific Life can help! In many instances, rolling over your clients retirement plan assets to an IRA can help them better achieve their retirement goals. Before making this decision, it’s important to review key aspects of your client’s financial situation and carefully evaluate the pros and cons that a rollover might offer. This… Read More


“X” Marks the Spot with North American SDA X

Put the retirement X-factor on your side with a fixed index annuity from North American What sets Strategic Design Annuity X apart? A single-premium, fixed index annuity, the Strategic Design Annuity X combines accumulation potential, innovative liquidity features, and options to strategically plan for your client’s retirement income. You and your clients can use its… Read More


How do I make sure my Facebook seminars are guaranteed?

February 22 2019

by Kati Hess

Are you currently doing a Facebook seminar? Let’s make sure it’s guaranteed! Below you will find our best practices, terms and conditions designed to help you get the best performance out of your Facebook seminar with CreativeOne. Only seminars that follow these best practices will qualify for our guarantee. We will still run your seminar,… Read More


What are the trends for brands and social media in 2019?

January 2 2019

by Kati Hess

Social media never stops evolving. If you’re like us, you’re always looking forward to what’s next. So, what can you expect trend-wise for social media in 2019? Things never stay the same for long in the digital space. Here are a few things CreativeOne is looking at as we plan our social media strategy for… Read More


CreativeOne Co-Founder and Partner Receives Prestigious NAFA Bo Johnson Spirit Award

CreativeOne announced that Mike Tripses, partner and co-founder of the firm, is the recipient of the 2018 Bo Johnson Spirit Award for Lifetime Achievement from the National Association for Fixed Annuities (NAFA’s) Insurance Marketing Advisory Committee (IMAC). NAFA is an advocacy trade organization founded in 1998. Under Tripses’ leadership, CreativeOne has steadily grown and has… Read More