Planning Tools Archives - Page 2 of 3 - Creative Edge

ChangePath: Your Total Solution Has Arrived

If you’re a wealth management firm looking to integrate insurance within your practice, ChangePath is the solution you’ve been waiting for. As a turnkey asset management platform (TAMP), ChangePath provides a unified managed household approach that illustrates the overall impact of fixed indexed annuities (FIAs) into the Modern Portfolio Theory. Utilizing ChangePath will help grow… Read More

Gains Below the Line: A Conversation on the Strength of the FIA

Do market movements have your clients concerned about their bottom line? What if you could show them a way to capture the gains below the line? One of our most popular presentations dramatically illustrates the value of achieving ‘gains below the line’ with the annual “ratchet and reset” feature of the fixed indexed annuity. Contact… Read More

Nationwide YourLife CareMatters as a Tool in Advanced Planning

February 15 2016

by CreativeOne -

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

RIAs/IARs: Integrate FIAs into Client Portfolios with New, Groundbreaking Option

December 10 2015

by CreativeOne -

ChangePath Next-Gen TAMP

Do you currently sell fixed indexed annuities (FIAs)? Are you a RIA/IAR looking to integrate FIAs into client portfolios? If yes, this is the opportunity you’ve been waiting for. CreativeOne introduces ChangePath, a turnkey asset management platform (TAMP), providing a unified managed household approach that illustrates the overall impact of FIAs to the Modern Portfolio Theory…. Read More

Barron’s Index Annuities Guarantee Excellent Lifetime Income

Barron’s, a top weekly newspaper and magazine in the financial industry, recently published its fifth-annual review of “The Best 50 Annuities” in the marketplace. Its carefully selected review narrows down the vast menu of annuities and highlights the 50 most competitive products available today, comparing and contrasting the primary income annuity alternatives including variable annuities,… Read More

Retirement Income Plans Simplified with IMAX

The Income Maximizer or IMAX is an easy to understand retirement income planning software program that helps producers create retirement income plans for their clients. IMAX helps give a producer’s product recommendations validity as it shows their effect on a client’s retirement income picture. Many Americans today do not spend the necessary time analyzing what their… Read More

Public Employees and Social Security, Part I

How the Windfall Elimination Provision can impact your clients’ Social Security benefits. Many advisors assist clients who worked as public employees in jobs not covered by Social Security. However, such public employees or their spouses may also be entitled to Social Security benefits earned in jobs that are covered by Social Security. In talking with… Read More

Demonstrate the potential of balanced allocation annuities with Efficient Frontier

The Annexus Research Institute has unveiled a new web-based tool that demonstrates the impact of balanced allocation annuities on a client’s or prospect’s portfolio. Efficient Frontier, powered by Ibbotson Associates, allows users to model select retirement portfolio case studies using Ibbotson’s Efficient Frontier Framework for both accumulation and income optimization. You can run comparisons between two portfolios:… Read More

Easier for you. Better for your clients.

Drink our coffee. You need a new mattress. Wear what everybody else is. Buy these tickets – at a new low price! Many industries and companies still employ aggressive sales tactics aimed at pushing products instead of fulfilling a customer’s need. This method even plagues the retirement planning industry because many of us are taught… Read More

Assist Baby Boomers on the Cusp of Exiting Their Businesses

You can be a valuable asset to your baby boomer clients and gain two sales in the process. We’ve seen the reported spike in capturing the business-owner market in journals and media. The increased attention is because the United States has 10,000 new baby boomers each day, and some of these boomers are business owners… Read More