Product Training & Knowledge Archives - Creative Edge

Advisor grows practice by 229%. See how.

How one advisor went from the daily grind to focusing on relationships with his clients Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost one of its key personnel, but that didn’t stop Matt from having a record year…. Read More


Complimentary Retirement Planning Software for CreativeOne Agents

Learn about the 2018 Income Maximizer (IMAX) Updates SIGN ME UP » As a CreativeOne agent, you have complimentary access to our Income Maximizer (IMAX) software. With the New Year comes change, and IMAX has several updates we want to share with you including: How to uncover potential Roth conversion opportunities using IMAX’s new Bracket… Read More


Mike Tripses: Two Out of Three Ain’t Bad

The 5th Circuit Court of Appeals in a victory for Appellants, U.S. Chamber of Commerce, et.al., by a 2-1 decision ruled on March 15 against the prior District Court decision for DOL, vacating that decision and erasing the Fiduciary Rule. The Appellants questioned whether 1) the new definition of investment advice fiduciary is consistent with… Read More


AIG: Faster Coverage on IUL and VUL Policies? OH YEAH!

March 19 2018

by Creative Life Sales Team

With AIG, beginning April 16, 2018, Max Accumulator + and AG Platinum Choice VUL 2 can be processed with non-medical underwriting1… Non-med underwriting details >> Meaning, a purchase process that is simpler for your client, faster for us to support, and easier for you to complete! No labs, APS’s, Para-meds, or physical exams. Easy processing… Read More


The Power of IUL

March 13 2018

by Creative Life Sales Team

The Best IUL Product Becomes ELITE In the indexed universal life space, we are the experts. Does your indexed universal life (IUL) carrier: Trace its origins to the beginning of the IUL marketplace? Employ people with firsthand knowledge and experience gained by developing and marketing products that have led the IUL industry? Use product designs… Read More


Delaware Life introduces the Target Income 10

Start selling Target Income 10℠ today. A few weeks ago, Delaware Life Insurance Company launched Target Income 10℠, and we’ve had a huge response: people find the exceptionally competitive lifetime income it provides to be the missing piece when they’re trying to solve the puzzle of their clients’ portfolios. If you haven’t looked into it,… Read More


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