May 2015 - Creative Edge

Above and Beyond Tax-Advantaged Retirement Options

You’re meeting with an affluent client or prospect that is 10 years or less away from retirement. He’s in good shape financially, but he’s also in great shape physically, and wants to maintain his lifestyle for a lengthy retirement. However, he’s already maxed out his tax-advantaged retirement options and doesn’t want any more exposure to… Read More


A Plethora of Marketing Tools at Your Fingertips

With CreativeOne’s Dynamic Marketing Portal (DMP), you can gain access to a multitude of executable marketing tools available online 24/7. Using these custom, hand-selected tools, you’ll be able to implement turnkey programs, connect with prospects and clients cost-effectively, and systematize your marketing. The DMP can make marketing easier, leaving you to what you do best–running the business…. Read More


Three Easy ways to Make a Good Impression on LinkedIn Groups

Making a good impression online is just as important, if not more, as making a good impression offline. The difference is your online impression is documented and can be reviewed after it happens. To ensure you make a good online impression among your peers in LinkedIn Groups, follow these three easy steps … 1. Follow… Read More


Receive a Competitive Income Annuity Quote Quickly

Since being approved in 2014 for use in traditional IRAs, 401(k)s, and other approved retirement plans, Qualified Longevity Annuity Contracts (QLACs) are hot topics in the news.  What many don’t realize is QLACs are simply a specific kind of Deferred Income Annuity (DIA) that allows one to purchase a guaranteed income to begin at some… Read More