Connor WilsonSales Specialist - Creative Edge

Social Selling for Financial Professionals with Pacific Life

Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand.   What is Social Selling? – Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones. The 4 Key Aspects of Social Selling: Create Your Presence… Read More


Leverage Two Exclusive Shiller Value Strategies in the Athene BCA Suite of FIAs

  New Global Strategy from Shiller Expands Diversification Possibilities. Athene BCA Now Features Two Exclusive Shiller Value Index Options Leverage U.S. and Global index options designed by renowned economist Professor Robert Shiller – available only with the Athene® BCA® Suite of Fixed Indexed Annuities (FIAs). Offer clients even broader diversification with: NEW! Shiller Barclays Global… Read More


The Secret to FIA Success? The Index Inside

RIAs, it’s time to rethink….   New Research from ZEBRA CAPITAL for 2019 DOWNLOAD THE research » Last year, Roger Ibbotson wrote a groundbreaking white paper, showing a smart alternative to bonds in retirement portfolios. But NOT ALL bond alternatives are created equal. Now the next chapter in the research from Zebra Capital highlights the… Read More


National Western Life Raises Withdrawal Benefit Rider Rollup Rates to 5%

Rollup Rates on the Rise National Western Life Insurance Company (NWL®) has increased the interest rate (sometimes referred to as a rollup rate) to 5% on its Income Outlook and Income Outlook Plus 5 Guaranteed Withdrawal Benefit Riders. “This increased rollup rate solidifies our leadership position in solves for early income and extends our ability… Read More


Writing 403(b) business?

Are you writing 403(b) business?  North American may have the tools to help your business grow. A 403(b) tax-sheltered annuity is a retirement program allowed by the Internal Revenue code, allowing employees of most tax-exempt 501(c) (3) organizations to contribute pre-tax dollars for their retirement. The 403(b) plan regulations clarify that a 403(b) plan is… Read More


Could Your Clients’ Portfolios Withstand A Bear Market?

Since March 2009, the S&P 500 has gained over 300%. Unfortunately, when long-run bull markets end, the decline can be dramatic. In fact, the average bear market return is -45%. Could your clients afford for their $100,000 investment to become $55,000?   Plus, it can take a significant return to recover from loss. If today’s… Read More


#LifeHack – New 4% Rule by AIG

Need help explaining to your clients exactly how much they should be targeting to save for a comfortable retirement?  We all love things that make our jobs easier and faster… This new iteration of the “4% Rule” shows you how to assist your clients in planning their ideal savings for retirement in a few quick… Read More


F&G Shakes It Up With a Bold New Identity

A leading provider of annuities and life insurance to over 700,000 Americans, unveiled a distinctive and innovative corporate identity program highlighting the company’s commitment to raise its visibility in the financial marketplace and reinforce how it stands out from competitors. The cornerstones of this program include the decision to simplify their name from Fidelity &… Read More


A Flexible New Approach with Transamerica

February 28 2019

by Connor Wilson - Sales Specialist

Growth, Protection and Income – Transamerica Secure Retirement Index II It’s Time to Break With Tradition…. PREPARING FOR RETIREMENT IS NEVER GOING TO BE THE SAME Preparing for retirement doesn’t have to be a challenge. Even with low interest rates, potential market downturns and a retirement that could last 30 years or more, there are… Read More


Help your clients enter retirement confident with Nationwide

February 26 2019

by Connor Wilson - Sales Specialist

A source of income for life As retirement draws nearer, many of us reach a point when we begin to wonder how we’ll generate income and if that income will be enough to carry us through retirement. If you’re invested in equities, it’s natural to consider what impact a major downturn could have on your… Read More