Case Studies Archives - Creative Edge

Advisor grows practice by 229%. See how.

How one advisor went from the daily grind to focusing on relationships with his clients Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost one of its key personnel, but that didn’t stop Matt from having a record year…. Read More

Complimentary Retirement Planning Software for CreativeOne Agents

Learn about the 2018 Income Maximizer (IMAX) Updates SIGN ME UP » As a CreativeOne agent, you have complimentary access to our Income Maximizer (IMAX) software. With the New Year comes change, and IMAX has several updates we want to share with you including: How to uncover potential Roth conversion opportunities using IMAX’s new Bracket… Read More

Meet Matt. He Lost But He Ultimately Won.

A story’s worth a million words. Rather than tell you about ChangePath’s effect on a hypothetical firm, we thought we’d show you a real advisor, Matt, talking about what it did for him. Matt Green had $15 million in assets under management (AUM). Then he lost a key operations person. But — as the cliché goes —… Read More

CreativeOne App Gets a Makeover

Remember how we told you about the new CreativeOne mobile app back in July? Well, it just got better. The responsive and mobile-friendly app has recently had a makeover and is now easier than ever to use. After listening to your feedback, we’ve optimized the app with new features and a new layout that helps you… Read More

Risk Control Indices in Fixed Indexed Annuities: 10 Good Reasons to Like Them

Risk-control indices have become the second most popular allocation within fixed indexed annuities—join us for a conversation! We’ll explain how they work and outline reasons why they are a good option in today’s volatile and low-interest-rate market. 10:30 a.m. CDT September 17, 2015 Register now

Webinar: Mitigating Risks of Inflation-Adjusted Retirement Income

September 19 2013

by CreativeOne -

Annexus Research Institute proudly announces: Mitigating the Four Major Risks of Sustainable Inflation-Adjusted Retirement Income Whitepaper, co-written by Rex Voegtlin, MS, CFP, CAP, CASL and Wade Pfau, Ph.D, CFA. We invite you to be the first to attend the whitepaper webinar hosted by Rex Voegtlin. Rex will focus on the major retirement income shortfalls produced… Read More

Monthly Point-To-Point Strategy Offers High-Earnings Potential Despite Low-Rate Times

Today one of my co-workers in Tailor Made, our elite agent services group at Creative Marketing, Nick Michale sent me the following email: “Mike: Just got my North American annuity statement. I have owned it for five years now. A charter 14. Up until now, the last four years my contract gave me an average… Read More

Protect clients’ income even if inflation increases

For the millions of boomers moving into their golden years, many are quickly discovering the phrase “this isn’t your parents’ retirement” couldn’t be truer. Traditional retirement plans were often built around the three-legged stool concept, supported by pensions, Social Security Income and savings. Yet today, those legs are wobbly at best. Defined benefit plans have… Read More

Meet client needs with the diversified annuity portfolio solution

You’re probably familiar with the saying, “Don’t put all your eggs in one basket.” For clients who experienced a great deal of loss in the market crash of 2008, this phrase rings resoundingly true. Given the challenging economic environment we continue to face, the benefits of indexed annuities have never been more apparent. They offer… Read More

A Simple Illustration for Where an Annuity is a Fit

One of the most common requests I receive from my agents is for a simple, easy-to-explain, and easy-to-illustrate idea for helping clients understand exactly why they’re being presented with an annuity solution for their financial needs. For your next client who has trouble visualizing how one works and why an annuity is a fit, share… Read More