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

FGL Performance Pro changes


Please note that the vesting premium bonus on Fidelity & Guaranty Life‘s fixed indexed annuity Performance Pro will change effective for any contracts issued with an 11/22/14 buy date or later. The new vesting premium bonus will be 9% (0-75) and 4.5% (76-80). For more information, please visit  

2015 Insurance Carrier Landscape


Many of our partner companies are in the midst of planning for 2015, as are we at CreativeOne, and I imagine you are for your business or agency as well.  We are drawing some conclusions about the manufacturers of life insurance and annuities and their plans for 2015. Fixed index annuity (FIAs) sales now dominate… Read More

Time Management Techniques for Elite Producers

October 13 2014

by Frank Jaksa - V.P., Tailor Made


One of the attributes of elite level producers is their ability to effectively use their time. In many cases, time management is a primary reason a producer’s practice is not reaching its full potential. Commonly producers who feel pressed for time feel like the business is “running” them instead of the producer running the business…. Read More

8 Clients Event Ideas that Bring Hundreds of Prospects Annually


Even though we use social media and digital marketing to connect with clients and prospects, it’s still important for advisors to have face-to-face contact. This doesn’t always require a one-on-one meeting in an office or home setting. Hosting and inviting a group to an appreciation event can help you enhance relationships with clients, meet qualified… Read More

5 Ways for Advisors to Modernize Their Approach

Great Idea

In the past decade or so, the explosion of Internet commerce and social media has changed the way the world does business. More specifically, these advances in technology have changed consumers. The most successful companies of our time – online-based ventures like Amazon, Apple, Google, eBay, and others – found immense success because they were… Read More

North American Company introduces new volatility control index

September 29 2014

by CreativeOne -


North American Company (NAC) announced several annuity product changes to enhance their competitive product line effective September 30, 2014. NEW! Crediting Method with Volatility Control Index NAC’s new Annual Point to Point interest crediting method with index margin and no traditional cap features the S&P 500® Low Volatility Daily Risk Control 5% Index. It is available… Read More

Nationwide New Heights Fixed Indexed Annuity

September 23 2014

by CreativeOne -


Now available to you is Nationwide New Heights℠ — a new fixed indexed annuity launched by Nationwide Financial® Created out of a partnership between Annexus® and Nationwide Financial®, this innovative product truly represents the next generation of fixed indexed annuities. But the decision to partner with Nationwide Financial® goes well beyond the ability to deliver… Read More