Annuities Archives - Creative Edge

F&G launches S&P Participation Rate Strategy

As of today F&G has officially launched their S&P Participation Rate Strategy.  F&G will finally have an annual, uncapped strategy for you to offer to your clients! Accumulator Plus 7 & 10  50% Par – 5.91% illustrated rate Accelerator Plus 10 & 14  45% Par –  5.33% illustrated rate For additional information about this new… Read More


Annuity Companies Look to Simplify the 1035 Process

February 13 2019

by Kati Hess

The 1035 exchange isn’t known for efficiency. An exchange between annuities usually requires multiple signed documents, a lengthy compliance and suitability review, and settlement as the funds are transferred between carriers. It’s not unusual for an exchange to take weeks, if not months. That could be changing though. According to a recent article in InvestmentNews,… Read More


Redtail CRM: Easy to Use, Quick to Deploy & Delivers a Rapid Return on Investment

Looking for more from your CRM? Well, look no further than Redtail. Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office and email archiving solutions in the financial services industry. Cohosted by David Mehlhorn, Director of Sales at Redtail and Dennis Mattern, VP, Training & Development at… Read More


Global Atlantic to extend E-App incentive!

Enhanced Commissions for E-Business Through 6/30/19   You will receive and additional 50bps through 6/30/19 for any Fixed Index Annuity (FIA) sale that comes in as an electronic application (e-app) utilizing: Our SnapApp tool (or directly from Firelight) Your IMO’s ordering system Streamline your earnings potential and receive additional commissions when using an electronic application (e-app)… Read More


Need a hand explaining North American SDA X?

Need a little help or clarification explaining North American’s Strategic Design Annuity (SDA X)?  Check out this quick video touching on some key points that SDA X might be able to offer to your clients today!     For additional information on the SDA X click here to access a copy of the client friendly… Read More


2019 Tax Summary courtesy of Allianz

Nothing is permanent, except change   One thing for certain is the federal income tax rate has been subject to change over the years.  Although tax rates may continue to shift in the future, it’s important to understand how the current federal income tax works and how it might impact your client’s retirement income or financial… Read More


Don’t let thieves steal your clients’ identities

Insure your clients’ assets up to $1 million Instances of identity theft are increasing every year.¹ More than 41 million Americans have had their identities stolen at least once, and older adults are victims of identity theft every four minutes.²⁻³ Offer Identity Theft Protection through CreativeOne CreativeOne recently partnered with IdentityForce, the industry leader with more… Read More


National Western “Dynamic” Series Just Got Redefined

NWL® CORE DYNAMIC and PRO DYNAMIC now have higher guaranteed renewals. Read on for some quick info on two of the industry’s well-known products. Guaranteed 70% minimum Participation Rate in renewal years Low Volatility Annual Point-to-Point Index strategy (Option U) No Asset Fee 10% Free Withdrawals each year after the first year; Cumulative to a… Read More


Top Product Snapshot

Want your copy of the Top Product Snapshot? Complete the form and get instant access to our easy-to-read, printable snapshot of hot products, income riders and carrier ratings!


New AIG microsite now available for your use

AIG is excited to launch powerselectannuities.com, a powerful new AIG microsite for you to use with your clients! This easy to navigate site contains Power Select Plus and Power Select Builder videos, brochures and other valuable resources with no login information required.  Access materials to learn how to help grow your clients savings, protect them… Read More