Product Training & Knowledge Archives - Creative Edge

Colorado Bankers Life increases MYGA rates to 3.35% for 5 years

3.35% guaranteed interest rate* for 5 years   CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.35% 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 a limited… Read More


Update from Allianz on the DOL Fiduciary Rule

Update on DOL fiduciary rule I am writing you today to give you an important update relating to the Department of Labor (DOL) fiduciary rule. Last December, in an email to all Allianz PreferredSM agents, we mentioned that we would be implementing a pilot program through which we would select a limited sample of submitted… Read More


Potentially Earn an Extra $500 for Just Writing Business with CreativeOne!

With CreativeOne’s Annuity Solutions Pro, you now have access to FireLight, a multi-carrier e-application solution to handling your data collection and form submissions. Why use FireLight? Now you can: Spend less time completing paperwork. Reduce not-in-good-order (NIGO) issues. Get contracts issued faster. Use enhanced e-signature capabilities that offer straight-through processing. Earn Up to $500 Extra!… 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


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


Write Annuity Business via FireLight and Potentially Earn $300

Get Your Apps IGO and Get Paid for Online Apps Writing new business with CreativeOne has never been easier! With CreativeOne’s Annuity Solutions Pro, you now have access to FireLight, a multi-carrier e-application solution for handling your data collection and form submission. Benefits include: Spending less time completing paperwork. Reducing not in good order (NIGO)… Read More


Get Your Apps IGO and Get Paid for Online Apps

Writing new business with CreativeOne has never been easier! With CreativeOne’s Annuity Solutions Pro, you now have access to FireLight, a multi-carrier e-application solution for handling your data collection and form submission. Benefits include: Spending less time completing paperwork. Reducing not in good order (NIGO) issues. Getting contracts issued faster. Enhanced e-signature capabilities that offer… Read More


Annuity Solutions Pro Now Offers Firelight

What is Firelight? Firelight is a multi-carrier e-application solution handling your data collection and form submissions. Designed to deliver “In Good Order” (IGO) applications directly to carriers, Firelight not only sends forms to carriers, but also feeds CreativeOne’s internal new business systems. Intelligence is built into the forms (maintained by the carriers) to handle logic and… Read More


Strong Strategies for Estates and Wealth Transfer

Join the discussion as The Lafayette Life Insurance Company takes a look at estate strategies, wealth-transfer techniques, and the ways in which life insurance may play a role. Estate Strategies 101 July 21 at 11:30 a.m. CDT Presented by Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Register >> All of a client’s assets in… Read More


Minnesota Life Presents: Life Insurance as an Investment Tool

June 23 2016

by Creative Life Sales Team

Minnesota Life Presents: Life Insurance as an Investment Tool BGA and BGA Staff Webinar Thursday, June 30, 2016 1:00 PM CST Join TMA and Steve Sommer, Sales Manager, IDG of Minnesota Life for a presentation on “Life Insurance as an Investment Tool.”  Learn how you can use life insurance to help your clients fill their retirement income… Read More