Sales Strategies Archives - Creative Edge

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


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


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


Introducing the Lincoln Retirement SafeGuard℠

With so many competing retirement priorities to consider, it’s important today’s consumers have access to flexible solutions they can tailor to meet multiple needs. In fact, what if you could present them with a way to leverage one asset to address four important uses? The Lincoln Retirement SafeGuard℠ fixed indexed annuity can help clients: Capitalize… Read More


CreativeOne’s has a new game-changing app.

Welcome to the CreativeOne app and the GLWB Investigator. For licensed financial professionals, finding the right product for the right client isn’t always easy. You have to do a lot of research if you want to do your job right. Enter CreativeOne’s new app. Before this app came out, advisors and agents had to follow… Read More


New Client Brochure Based on Roger Ibbotson’s Groundbreaking Research

Roger Ibbotson’s latest white paper declares FIAs may be a better bond alternative for clients approaching retirement. Now there’s a new client brochure that demonstrates how his behavioral finance research was applied to an index designed to offer the potential for higher returns with less risk. Show your clients how Nationwide New Heights® with the… Read More


Are you asking your clients the wrong referral question?

You can ask for referrals in a way that doesn’t make your client uncomfortable. Asking for referrals is difficult. First, who do you ask for one? Not all of your customers will give you qualified leads, and not all of them will act as a brand evangelist for you. Second, people don’t like being asked to… Read More


$10 MM Producer Shares Secrets of Educational Course

Robin H. has worked in the financial field for more than 15 years. Recently, she’s found great success with our Simplify Your Retirement (SYR) course, which allows her to help her clients learn about various retirement income strategies. We sat down with Robin to talk about the exclusive CreativeOne program, how she came to believe… Read More