Industry News Archives - Creative Edge

Introducing 3.25% MYGA for 5 years

November 13 2017

by CreativeOne - www.creativeone.com

3.25% guaranteed interest rate* for 5 years CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.25% interest rate, also provides:   Monthly Interest Option available after 30 days 10% free withdrawals after the first year An RMD friendly solution A nursing home waiver   This is… Read More


Allianz 360 Annuity withdrawal percentages increasing November 7

Effective November 7, 2017, Allianz Life Insurance Company of North America (Allianz) will be making the following changes to the Allianz 360SM Annuity and it’s additional cost 360 Benefit rider. These product changes will require use of new Statements of Understanding. Income option 1 base withdrawal percentages are increasing by 0.20% for single life and… Read More


Introducing the New PIMCO Global Optima Index

The Index offers a powerful combination of global diversification and enhanced return potential.1 It is managed by Pacific Investment Management Company LLC (PIMCO), one of the world’s leading investment managers with extensive experience in rules-based strategies. 3 Key Features of the PIMCO Global Optima Index™ 1. Upside Growth Potential through global diversification 2. Smart Beta… Read More


Miles to go: What does the future hold for the fiduciary concept?

Initial path So much ground has been traveled in the last seven years leading to our current “partial” implementation of the Department of Labor’s (DOL) fiduciary rule, we may have forgotten how it came about or we are bored to the point of tears in hearing it regurgitated. At the risk of the latter, let… Read More


Why Should You Have a Business Coach?

Are you ready for strategies to increase revenue in less time? Interested in learning new strategies for massive business growth and streamlined practice management? With CreativeOne’s Power Business Coaching program, you will gain knowledge on proven tactics to increase your high-quality lead pipeline, earn more money, and have more time to pursue your personal goals…. Read More


Life Insurance Can Change Lives—Ask Sarah W.

Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More


Why Do Consumers Hate Annuities?

CreativeOne + The American College of Financial Services

Turning retirement savings into retirement income is a challenging proposition, but consumers seem to want it more and more. The problem? They’re hesitant to fully embrace annuitization strategies. How do you address this challenge? Despite wanting guaranteed income during retirement, annuity adoption still lags. During this webinar, we’ll discuss: Specific challenges facing the annuity industry…. Read More


Breaking News: DOL Proposes to Extend the January Applicability Date of the Fiduciary Rule

The DOL is proposing to extend the January applicability date of the fiduciary rule by 18 months. The proposed delay would extend the transition period and delay of applicability from Jan. 1, 2018, to July 1, 2019. Watch for more details >> In a filing in the District Court of Minnesota, Labor Secretary Acosta told… Read More


ChangePath VP of Business Development Named 30 Under 30 by ThinkAdvisor

Martin Pfannenstiel, ChangePath’s vice president of business development, has been named one of ThinkAdvisor’s Life Health 30 Under 30. According to the magazine, “these millenials have made a mark, fast, despite having to put up with waiting in more lines, for longer, than about two-thirds of their peers.” Read the article to learn more about Martin… Read More


CreativeOne Adds OneAmerica® to its Carrier Arsenal

In order to provide a broader range of products and services, CreativeOne is expanding its asset-based, long-term care (LTC) offerings by representing an A+ rated* insurance and financial service organization, OneAmerica®. Unlike traditional LTC insurance, OneAmerica Care Solutions® are based on tangible assets (life insurance or annuities) that may be tapped to pay for care… Read More