Case Consulting Archives - Page 2 of 3 - Creative Edge

Now is a great time to start setting up your client annual reviews. Not only are they a great way to stay top-of-mind with clients, but these appointments also create opportunities to ask your best clients for referrals and cross sell life insurance to them. Think about it. Isn’t it easier to ask clients who… Read More

Signature Guaranteed Universal Life Insurance … with guaranteed cash-out rider! Your Policy, Your Way! Dial the Guarantee that Works for You: Customize the amount and length of the guaranteed death benefit between ages 95 to 121.1 Highly competitive premiums. Contractual Late-Payment Forgiveness. Additional Flexibility: Guaranteed Cash-Out in Policy Years 15, 20 and 25.2 Cash-Out Value: a… Read More

Explore opportunities for linked benefit long-term care solutions outside the individual client market

 during this informative webinar. Join us to learn: The value of using Nationwide YourLife CareMatters in an Irrevocable Life Insurance Trust (ILIT). Long-term care — the new executive benefit. Using CareMatters in buy/sell agreements. Case study: Multiple needs met with one solution…. Read More

Just as the dust has started to settle from Phase 1 of Actuarial Guideline XLIX—better known as AG 49—more changes are coming with Phase 2, effective March 1, 2016. Originally, AG 49 was adopted to provide more uniformity and consistency within the illustrations used to promote the sale of indexed universal life (IUL). To accomplish… Read More

You’re meeting with an affluent client or prospect that is 10 years or less away from retirement. He’s in good shape financially, but he’s also in great shape physically, and wants to maintain his lifestyle for a lengthy retirement. However, he’s already maxed out his tax-advantaged retirement options and doesn’t want any more exposure to… Read More

How to approach a family farming operation and ensure their current life insurance policies best suits their family’s growing needs. Here’s how one producer enlisted the expertise of his CreativeOne Life Sales Team to boost his client’s life insurance benefits and enhance his revenue.   A CreativeOne Case Study The agricultural community is fertile ground… Read More

Annuity Solutions PRO is CreativeOne’s easy-to-use web-based database to help you find the right product for your clients. We have made several enhancements, including a redesigned and simplified search interface, to make it even easier to use. Additional enhancements include: Contracted Carriers. The carriers you currently have active contracts with are now highlighted for easy reference. Featured… Read More

If you want your business to fly at “peak performance” or just want to improve the efficiency of the way you run your office — we can show you ready-to-implement ways successful producers: Increase client demand and referrals Deal with client objections and conflict Get a “yes” in 60 seconds or less Understand the mind… Read More

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

The old saying “things aren’t always what they seem” is one that proves itself true time and time again in the life insurance business. Just when you think you have a client completely figured out, you may learn something about his or her lifestyle that dramatically alters the case design, underwriting outcome or both. And sometimes the most conservative business clients can lead the most unconventional lifestyles outside of the office. The next time you have a business insurance case that isn’t what it seems, consider identifying all of your options and alternatives to ensure that you don’t let opportunity slip through your fingers. THE FACTS