Annuities Archives - Creative Edge

Earn CE Credits & Boost Insurance Opportunities

As a former producer, earning CE credits is a necessary chore for our profession. How many times have you sat in a class and thought … how is this relevant to my practice? How will this help me grow my business? Your time is limited. What if you could attend CE classes that also delivers ideas… Read More


Barron’s Index Annuities Guarantee Excellent Lifetime Income

Barron’s, one of America’s top financial newspapers and magazines, recently published its seventh-annual review of the most competitive annuity products in the marketplace focusing on providing guaranteed income for life. It highlights the 50 most competitive products available today, comparing and contrasting the primary income annuity alternatives including variable annuities, deferred income annuities, immediate income… Read More

Related terms: Annuities



How Carriers Are Doing Business in a Post-DOL Fiduciary Rule World

CreativeOne has obtained information from our carriers for both annuity and life insurance on how to conduct business in the post-DOL fiduciary rule landscape. Carriers we work with: AIG Allianz American Equity Investments American General American National Athene AXA Brighthouse Financial Delaware Life EquiTrust Fidelity & Guaranty Life Foresters Financial Global Atlantic Financial Group Great… Read More


PTE 84-24: How to Obtain Commissions Information

In order to assist you in complying with the requirements of PTE 84-24 for your qualified annuity sales, CreativeOne is offering its agents two options on how obtain commission information to fulfill the necessary information on the PTE 84-24 Disclosure. Along with many insurance carriers, CreativeOne offers a generic PTE 84-24 disclosure available for your… Read More


DOL Disclosures: Which One Will You Use?

Following the June 9 implementation of the DOL fiduciary rule, agents and advisors are required to provide appropriate disclosures. Disclosures will vary by carrier and producer. Currently there are two different routes in which carriers are looking to comply. Learn more about the disclosures >>  


Video: What’s the Latest on the DOL?

Stay up-to-date with breaking news videos about the DOL fiduciary rule and other important info to keep you informed. Watch now >>  


Insurance-Only Agent Solutions for the DOL Rule

GeoWealth launched its technology solution for insurance-only agents that enables them to document and support their recommendations as defined in the DOL’s best interest of clients’ section of the DOL fiduciary rule. CreativeOne has contracted with GeoWealth as the first adopter of the cutting edge software. Read the press release >> Connect with your CreativeOne… Read More


DOL-Related Webinars

In light of the new fiduciary rule, we encourage agents and advisors to stay out in front of the updates by attending informative webinars with the latest information pertaining to the DOL regulation. Register now for an upcoming session >>  


CreativeOne’s 5-Star DOL Plan

In order to remain compliant with the new Department of Labor (DOL) fiduciary rule, CreativeOne developed its 5-Star DOL Plan for the ease of transition. We suggest agents and advisors follow five easy steps to continue business without disruption. Get the plan >>


Eliminate Misleading Language by June 9

Eliminate Misleading Language and Retain Documents Sign Me Up>> In order to comply with the second Impartial Conduct Standard, we recommend reviewing your marketing materials and online collateral to identify any potential misleading statements. CreativeOne’s compliance department can help you identify what could be considered misleading. Join our training and development manager, Dennis Mattern, and… Read More