Ibbotson’s Behavioral Finance Index

2-minute Video Introducing Clients to the NYSE® Zebra Edge® Index.       NEW CLIENT VIDEO     Press Play to introduce clients to the NYSE® Zebra Edge® Index     This new, two-minute client video is a powerful way to introduce your clients to the Nationwide New Heights® fixed indexed annuities and the NYSE®… Read More


Take Back Your Privacy with Facebook

July 5 2019

by Kati Hess

Privacy. We all want it but it’s hard to obtain in our digital day and age. Facebook understands they have a mountain to climb when it comes to earning back users’ trust and they are making up ground with their latest announcements. Think transparency, advertising and targeting. Facebook is rolling out a feature that will… Read More


Fitch Ratings Upgrades Pacific Life to AA-

Fitch Ratings Upgrades Pacific Life from A+ to AA- As of June 26, 2019, Fitch Ratings announced it has upgraded the financial strength ratings for Pacific Life Insurance Company, Pacific Life & Annuity Company, and Pacific Life Re Ltd. to AA- from A+. The AA- rating is the fourth highest rating out of 21 rating… Read More


LinkedIn Learning: How do you connect?

154 million American workers have LinkedIn profiles. That is 154 million opportunities to connect with people. Are you taking advantage of LinkedIn for your business and professional career? We understand that you are constantly hearing do this or do that and you also hear news about the hottest social media channels buzzing 24/7. You can’t… Read More


Are your clients income ready for retirement?

Access new resources to get clients income ready for retirement with Global Atlantic One of the most important financial-planning decisions a retiree will make is deciding if they can afford to retire. This means considering if they are ready to cross over from accumulating assets to depending on those assets to pay monthly bills throughout… Read More


Let i4Life Lead the Way

i4LIFE® Indexed Advantage – Income Option i4LIFE® Indexed Advantage is an annuity payout option rider available with Lincoln Level Advantage® Indexed Variable Annuity contracts. The rider provides lifetime income, upside potential, access to the Account Value and a death benefit, and tax-efficient income with nonqualified contracts. i4LIFE® Indexed Advantage provides: Lifetime Income: An income stream… Read More


Educate Retirees on Why Diversification Matters so Much with Sagicor Life

Introducing Sagicor’s Sage Secure FIA is designed for accumulation with index-linked options and a choice of 5, 7, or 10 Year Surrender Charge periods. Sage Secure FIA highlights include:• A global multi-index strategy that utilizes three large indexes with strong PAR• A domestic strategy with competitive CAP• 5, 7 & 10-year durations• No surrender charge… 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


CreativeOne offers four seminars with FINRA letters

FINRA

We all know seminars have been a long-standing way to generate leads within the financial and insurance industry. CreativeOne understands the importance of having strong, compelling content available to engage attendees. But having that content be in line with compliance guidelines is a whole other story. The good news? We’ve done the work for you. We’re… 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


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