3.35% guaranteed interest rate* for 5 years CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.35% interest rate, also provides: Monthly Interest Option available after 30 days 10% free withdrawals after the first year An RMD friendly solution A nursing home waiver This is a limited… Read More
Annuity Sales Director, Advanced Marketing
The S&P 500 fell officially into correction territory. Are your clients concerned of a market correction? It’s time to rethink their portfolios and offer them upside potential with zero risk using a fixed indexed annuity (FIA). With FIAs, clients have principal protection that complements their portfolio with stable, protected money. CreativeOne wants to provide you… Read More
Update on DOL fiduciary rule I am writing you today to give you an important update relating to the Department of Labor (DOL) fiduciary rule. Last December, in an email to all Allianz PreferredSM agents, we mentioned that we would be implementing a pilot program through which we would select a limited sample of submitted… Read More
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The First Cuts are the Deepest On December 22, 2017, after passage by both houses of the U.S. Congress, President Donald J. Trump signed Public Law No. 115-97, also known as the Tax Cuts and Jobs Act (TCJA). The TCJA is first and foremost a one-time tax cut for corporations: rates have plunged from 35… Read More
For a limited time, the initial interest rate for the FG Guarantee-Platinum® 5 single premium fixed deferred annuity will increase to 3.25 percent! This initial rate is guaranteed for the first five contract years only. This enhanced rate offers the following to your clients at no additional cost: Full accumulation value at death • RMD… Read More
Effective January 11, 2018, NorthAmerican’s CapitalElite 10 and PrimePath Series are making rates changes. Click Here for more details or call your sales team at 800.992.2642.
It’s prime time to talk to clients We’ve made it easy to talk about the PrimePath® fixed index annuity series with clients. Share these pieces individually or in combination to initiate conversations on PrimePath’s unique set of features and benefits. Choose a path that helps address their challenges: Contact your CreativeOne sales team today at… Read More
Capitalize on time clients have left until retirement If clients are approaching retirement and need to play catch-up, you can help them capitalize on the time they have left with the new CapitalEliteSM fixed index annuity from North American. Clients can choose from a fixed account or index account. While clients aren’t actually able to… Read More
The Department of Labor has officially announced the 18-month extension for the start of key provisions of the fiduciary rule. Join us for this interview with Andrew Payne, General Counsel at CreativeOne as we break down: What’s delayed. What’s STILL in effect…and your requirements. What this means to you and your practice.
The Index offers a powerful combination of global diversification and enhanced return potential.1 It is managed by Pacific Investment Management Company LLC (PIMCO), one of the world’s leading investment managers with extensive experience in rules-based strategies. 3 Key Features of the PIMCO Global Optima Index™ 1. Upside Growth Potential through global diversification 2. Smart Beta… Read More