Wealth Management Archives - Creative Edge

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

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

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

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

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

We’ve been reading the online Department of Labor (DOL) chatter about increased fiduciary responsibility, and as advisors, we’re heightening countermeasures before the dust settles. As you are aware, the DOL has recently proposed changes that could drastically alter our industry. These proposed fiduciary changes would hold insurance and financial professionals to a higher legal standard… Read More

The ability to retire: the ultimate dream Americans spend their whole lives working toward. A time free from financial worry, a time when they’ll be able to do whatever they want, whenever they want … yet market volatility can create a type of risk that can derail an unprepared retirement income portfolio. That risk is… Read More

Do your clients know when they can retire comfortably? Are you able to provide your clients with a detailed picture of their retirement income? Are you able to show your clients when they can retire with stability? Are you able to accurately show your clients the impact of … Taxes Inflation Risk exposure … on the future of their… Read More

Access this non-branded chart comparing traditional assets with life insurance to use in your next client meeting. You can utilize this to better position life insurance with traditional assets. Click here to download your asset chart. Now, let’s get you a better life story … Watch this 10-minute clip featuring Eloise Glaspie, CLU®, ChFC, Agency Development Manager at… Read More

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