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


Allianz: Three major items that can impact a client’s retirement

Join us as Cory Zafke of Allianz Life discusses the three major items that can impact a client’s retirement including: Health care Inflation Taxation  


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


Social Security Filing Strategies at a Glance

Allianz

The amount of your Social Security benefits can depend on several factors, including marital status and when you start receiving benefits. That’s why some people use certain filing strategies to potentially enhance the total benefits they’re eligible to collect. In this publication, Allianz Life Insurance Company of North America provides an overview of several common… Read More


The Allianz Women, Money, and Power Study

Women today: New roles, new responsibilities, and new financial needs  Despite their rising workforce participation and escalating income, it appears that American women still have major gaps and unmet needs when it comes to achieving comfort and confidence with money. This survey indicates new and changing social dynamics have made the so-called “typical family” anything… Read More


Allianz White Paper

Access Allianz’s white paper “Does your portfolio have too much interest rate risk?”  


Webinar: Mitigating Risks of Inflation-Adjusted Retirement Income

September 19 2013

by CreativeOne - www.creativeone.com

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