September 2018 - Creative Edge

BREAKING: House passes the Family Savings Act

September 28 2018

by CreativeOne - www.creativeone.com

Here’s what you need to know about it. Last Thursday and Friday, the U.S. House of Representatives passed H.R. 6757, or the “Family Savings Act,” part of a three-bill package known colloquially as “Tax Reform 2.0.” The bills are “dead on arrival” in the U.S. Senate, according to CNBC Markets, but that might change going… Read More

Related terms: Breaking News



Using Facebook lookalikes and advanced lead-generation techniques.

September 17 2018

by CreativeOne - www.creativeone.com

Lead generation is the lifeblood of your business. We make it easy with Facebook. Facebook has changed the way it handles marketing and privacy by eliminating Partner Categories and direct access to third party data, but that doesn’t mean anything has changed in terms of how we can find you leads. In fact, our hypertargeting… Read More


Stability and Predictability. CBLA offers both!

September 11 2018

by Connor Wilson - Sales Specialist

4.10% – CBLA 7 3.80% – CBLA 5 3.10% – CBLA 3   In addition to the guaranteed interest rate*, these Single Premium Multi-Year Guaranteed Rate Annuities also provide: 10% free withdrawals after the first year An RMD friendly solution A nursing home wavier For more information call 800.992.2642

Related terms: Annuities



Retirement updates to RMDs and MERPs from the Oval Office.

September 10 2018

by CreativeOne - www.creativeone.com

Trump signed an executive order on retirement savings. Here’s what you need to know. At the end of August, Donald Trump traveled to Charlotte, North Carolina, and signed an executive order asking the Labor and Treasury Departments to look into some changes that might affect your clients’ retirement income savings plans. It’s unclear how much… Read More

Related terms: Breaking News