Annuities Archives - Creative Edge

Introducing 3.25% MYGA for 5 years

November 13 2017

by CreativeOne - www.creativeone.com

3.25% guaranteed interest rate* for 5 years CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.25% 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… Read More


Welcome Terry Pierce, Vice President, Annuity Sales

We’re excited to add a new player to our team. We’re always growing at CreativeOne. Please welcome Terry Pierce. Terry will serve as one of CreativeOne’s Vice President of Annuity Sales, and he’ll also oversee our external broker-dealer relationships. Terry has worked in the financial services industry for more than 12 years. He’s led sales… Read More


Performance Powered by Partnership

The competitive drive that builds champions is what sets CreativeOne financial professionals above the rest. On Wednesday night, the spotlight was turned on CreativeOne when the Phoenix Suns played the Utah Jazz. Check out this quick video to see the highlights! Call me today to find out more about the exclusive benefits of a partnership… Read More


Allianz 360 Annuity withdrawal percentages increasing November 7

Effective November 7, 2017, Allianz Life Insurance Company of North America (Allianz) will be making the following changes to the Allianz 360SM Annuity and it’s additional cost 360 Benefit rider. These product changes will require use of new Statements of Understanding. Income option 1 base withdrawal percentages are increasing by 0.20% for single life and… Read More


‘Active relationships’ help producer sell $20 million in annuities

As a top producer, Liz Cornell shares her story and her secrets for success: working hard and being honest. Liz Cornell lives in Lake County, Florida, near Fruitland Park, not far from where she went to high school. At age 30, she’s one of the youngest top producers in the insurance industry — she writes… Read More


Introducing the New PIMCO Global Optima Index

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


Miles to go: What does the future hold for the fiduciary concept?

Initial path So much ground has been traveled in the last seven years leading to our current “partial” implementation of the Department of Labor’s (DOL) fiduciary rule, we may have forgotten how it came about or we are bored to the point of tears in hearing it regurgitated. At the risk of the latter, let… Read More


Why Do Consumers Hate Annuities?

CreativeOne + The American College of Financial Services

Turning retirement savings into retirement income is a challenging proposition, but consumers seem to want it more and more. The problem? They’re hesitant to fully embrace annuitization strategies. How do you address this challenge? Despite wanting guaranteed income during retirement, annuity adoption still lags. During this webinar, we’ll discuss: Specific challenges facing the annuity industry…. Read More


5 Ways to Create & Curate Successful Content on Twitter

Twitter recently celebrated its 10th birthday as a social media website. Over the years, Twitter has been an innovator in connecting business and customers. From allowing immediate customer feedback to growing a business, Twitter is a key tool for financial advisers today. Through the right techniques, business owners can expand their geographic reach, find new… Read More


Breaking News: DOL Proposes to Extend the January Applicability Date of the Fiduciary Rule

The DOL is proposing to extend the January applicability date of the fiduciary rule by 18 months. The proposed delay would extend the transition period and delay of applicability from Jan. 1, 2018, to July 1, 2019. Watch for more details >> In a filing in the District Court of Minnesota, Labor Secretary Acosta told… Read More