Product Training & Knowledge Archives - Creative Edge

Important Changes to PrimePath®

As one of North American’s top sellers, the PrimePath fixed index annuity has delivered an attractive mix of income potential, protection, accumulation, and legacy. Effective June 4, they have launched more options for your clients with new index strategies and the Morgan Stanley Dynamic Contribution (MSDC) Index with the following crediting methods: Annual Point-to-Point with… Read More


Mobilize Sales Concept: Route 65

Have clients looking to maximize their Social Security benefits? North American’s new Mobilize video and sales concept could help. Take Bob, for exampleAge: 62Preferred retirement age: 65 Financial situation: • Healthy, happily and productively working at an annual salary of $80,000• Comfortable level of personal savings • Not counting on Social Security so he can… Read More


Delaware Life’s Target Income 10 delivers principal protection

It’s a flexible premium deferred fixed index annuity built for clients focused on retirement income planning and looking for guaranteed lifetime income. Delaware Life Target Income 10℠ also delivers competitive accumulation potential and principal protection.   Highlights include: There is no direct downside market risk to your money. Guaranteed growth. Receive a guaranteed level of… Read More


Could Your Clients’ Portfolios Withstand A Bear Market?

Since March 2009, the S&P 500 has gained over 300%. Unfortunately, when long-run bull markets end, the decline can be dramatic. In fact, the average bear market return is -45%. Could your clients afford for their $100,000 investment to become $55,000?   Plus, it can take a significant return to recover from loss. If today’s… Read More


NYSE® EXPANDED OPPORTUNITIES INDEX

Available exclusively in the Transamerica Secure Retirement Index® II Annuity Objective: Long-term growthApproach: Leverages a proprietary asset class forecasting and allocation model that mimics the strategies used by the Solutions & Multi-Asset Group Asset Classes: Represented by 13 indices and exchange-traded funds (ETFs) with global exposure across equities, bonds, and alternatives. 1 Morgan Stanley Investment… Read More


A Flexible New Approach with Transamerica

February 28 2019

by Connor Wilson - Sales Specialist

Growth, Protection and Income – Transamerica Secure Retirement Index II It’s Time to Break With Tradition…. PREPARING FOR RETIREMENT IS NEVER GOING TO BE THE SAME Preparing for retirement doesn’t have to be a challenge. Even with low interest rates, potential market downturns and a retirement that could last 30 years or more, there are… Read More


Help your clients enter retirement confident with Nationwide

February 26 2019

by Connor Wilson - Sales Specialist

A source of income for life As retirement draws nearer, many of us reach a point when we begin to wonder how we’ll generate income and if that income will be enough to carry us through retirement. If you’re invested in equities, it’s natural to consider what impact a major downturn could have on your… Read More


Have you considered Target Income 10℠ from Delaware Life Insurance Company?

A fixed indexed annuity with exceptionally competitive lifetime income.   Click Here to Download ​the Product Brochure   Click Here to Download Illustrations ​& Literature Select your state to download the Product Profile for your area:  


Global Atlantic to extend E-App incentive!

Enhanced Commissions for E-Business Through 6/30/19   You will receive and additional 50bps through 6/30/19 for any Fixed Index Annuity (FIA) sale that comes in as an electronic application (e-app) utilizing: Our SnapApp tool (or directly from Firelight) Your IMO’s ordering system Streamline your earnings potential and receive additional commissions when using an electronic application (e-app)… Read More


Need a hand explaining North American SDA X?

Need a little help or clarification explaining North American’s Strategic Design Annuity (SDA X)?  Check out this quick video touching on some key points that SDA X might be able to offer to your clients today!     For additional information on the SDA X click here to access a copy of the client friendly… Read More