CreativeOne appoints Don Spini as EVP, Annuity Distribution


Please join me in welcoming Don Spini as a new employee and teammate at CreativeOne.  Don will assume the role of Executive Vice President of Annuity Distribution. He will work closely with the CreativeOne ownership team in the direct annuity channel. Don will be working hands-on with our sales teams in Leawood, KS, Tempe, AZ… Read More

Allianz announces upcoming fixed index annuity changes

December 18 2014

by CreativeOne -


As you know, economic uncertainty continues to have negative effects on the interest rate environment and, in turn, our industry. Therefore, Allianz will be making the following changes effective January 6, 2015: Allianz 365i® Annuity premium bonus is changing from 5% to 4% › Read more MasterDex X® Annuity premium bonus is changing from 5%… Read More

How you can find higher client benefit potential with Annexus annuities


4 reasons why you should consider the Annexus annuity for your clients An overview of proprietary indexes   Tuesday, December 16, 2014 10:30 a.m. CST 8:30 a.m. PST | 9:30 a.m. MST | 11:30 a.m. EST REGISTER NOW » Please join Bill Harrigan, sales director of Annexus, to learn about annuities with a proprietary indexes… Read More

SmartOffice Anywhere – your practice on the go


It’s 2:00 a.m. and you wake up in a panic. Your bags are packed, and you’re leaving on vacation in a few hours. You prepared your staff to run your financial services practice in your absence, but it just occurred to you that you forgot to communicate a few mission-critical tasks. You could type out… Read More

Gain death benefit protection and financial safety net

Smart Money Infographic

Smart Money. Having flexible money available when you need it is important. Permanent life insurance is often overlooked as a solution to grow assets and provide clients access to death benefits for living needs. The versatility of permanent solutions can provide: 1. Death benefit protection – which is generally income tax-free proceeds could help a family continue,… Read More

New AIG index interest crediting strategy available Dec 1


Exciting new index interest crediting strategy AVAILABLE DECEMBER 1, 2014 for the Power Select Plus Income℠ and Power Select Builder℠ Index Annuities – don’t forget to complete your NAIC product training. If you have not had the chance to complete the new Power Select Plus Income℠ and Power Select Builder℠ index annuities NAIC training requirement… Read More

Why agents are seeking simplicity over complexity

November 26 2014

by Dave Anderson - Creator, LIP


Whether it’s computers, phones, cars, you name it; as technology becomes more and more advanced one of the challenges developers and companies have is; how to make products more user friendly.  We have the same issues in the financial world, especially with the multitude of planning systems and software available to the agent today.  While… Read More

New DIA now available for your clients


The American Pathway® Deferred Income Annuity (DIA) is now available today as a Qualified Longevity Annuity Contract (QLAC.) Under recent IRS regulations, DIA’s can be purchased with IRA funds and defer distributions well beyond 70 1/2. If the DIA is also a QLAC, the required minimum distribution (RMD) requirement on those IRA funds will be… Read More

A “Gift of Pie” an unexpected and welcome holiday client appreciation gift


With the holidays right around the corner, we know that producers are looking for a unique way to tell their clients that they appreciate their business. One fun and simple idea is giving your clients a pie. Easy to execute, it’s a tasty initiative that features a heaping serving of client appreciation. Utilizing several touch… Read More

Social media marketing vs. traditional marketing

Old vs. new

Joe has been an insurance professional for 15 years, and he has amassed quite a bit of industry experience. Last year he realized social media could be a powerful marketing tool, so he signed up for a Facebook account, made some contacts, and began posting to his audience. He posted three times per week, reminding… Read More