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

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

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

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

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

Facebook’s annual conference (F8) was held earlier this month and they covered it all—future trends, technology, news, and security. You don’t have time to go through everything they covered so we did it for you! Facebook can be your best friend or your worst enemy. It’s all up to you and how you decide to… Read More

On Friday, March 1, over 50 IRS workers filed into a conference on the eighth floor of the Edward J. Schwartz Federal Building in downtown San Diego. They filled their plates with a catered lunch and then, one at a time, stood and spoke about their coworker Malcolm, who was retiring after 42 years of… Read More

Have clients looking to maximize their Social Security benefits? North American’s new Mobilize video and sales concept could help. Take Bob, for exampleAge: 62Preferred retirement age: 65 Financial situation: • Healthy, happily and productively working at an annual salary of $80,000• Comfortable level of personal savings • Not counting on Social Security so he can… Read More

RMD and Legacy Sales Solution Show them a smarter strategy for protecting their legacy while taking RMDs.

Great American’s NEW American Landmark 3 fixed-indexed annuity is now available for sales in Nevada and offers: Our shortest early withdrawal charge period yet, with charges that end after three years Issue ages up to age 90 Tax-deferred growth opportunity with three indexed strategies with competitive cap rates RMD-friendly systematic withdrawals A death benefit that is the greater of the account value or GMSV A simple, transparent… Read More