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
Uncategorized 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
Vanguard Conference: Surfing, Sailing or Spa?
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
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
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
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
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
Need Referrals? Get Them with Endless Events
Summer is here, so what better time is there than now to show your clients how much you appreciate them? The bonus of hosting such an event? Referrals! How? By inviting your top clients to fun events and encouraging them to bring their friends, you’ll potentially gain new business. CreativeOne’s Endless Events program helps you… Read More
Related terms: Agency Building, Customer Relationship Management, Lead Generation, Marketing, Practice Management, Referrals, Savvy Strategies, Uncategorized
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












