Financial Planning Archives - Creative Edge

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


It’s in Your “Best Interest” to Know the DOL Fiduciary Rule’s Ins and Outs

A Word from Mike Tripses I’m beginning to wonder if this isn’t the most all-consuming U.S. presidential news cycle in history. It’s hard to get news that doesn’t lead back to America’s decision about a single person for one governmental position (VPs not withstanding). I believe some of this stems from the continuing expansion of… Read More


Danica Patrick Reminds You September is Life Insurance Awareness Month!

Are your clients taking unnecessary risks? September is here, which means Life Insurance Awareness Month (LIAM) is upon us—the perfect opportunity to remind your clients about the importance of having proper insurance coverage for whatever stage of life they’re in. Take America professional stock car racing driver, model and advertising spokeswoman, Danica Patrick’s, story for… 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


Shell Game: Planning for Retirement’s Unpredictability

Life’s unpredictable. That’s why we help everyday people improve their odds and reduce the impact of external risks. We work to protect a client’s financial plan. In our profession, we spend a great deal of time anticipating and predicting the unforeseen and how external pressures can affect clients. What are the techniques to navigate and… Read More


Learn about Lafayette Life’s New Whole Life Riders

Don’t miss an exciting opportunity to learn about Lafayette Life’s new Whole Life riders! Join Lafayette Life for an in-depth webinar about these important enhancements to our Whole Life portfolio: June 7 webinar June 9 webinar The Lafayette Life Insurance Company introduced a new Accelerated Death Benefit PLUS rider that will be automatically included subject… Read More


Nationwide YourLife CareMatters as a Tool in Advanced Planning

February 15 2016

by CreativeOne - www.creativeone.com

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


Above and Beyond Tax-Advantaged Retirement Options

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


Marrying life-expectancy and cash-accumulation strategies

March 24 2015

by Creative Life Sales Team

Accordia LifeTime Foundation IUL

Lifetime Foundation is a first-of-its-kind permanent life insurance product with death benefit guarantees that adjust to your clients’ changing needs. This innovative new approach offers more guaranteed coverage early on when their life insurance needs are likely the greatest, while maintaining a proportional death benefit guarantee in later years when their focus transitions to savings… Read More


Gain death benefit protection and financial safety net

Smart Money. Having flexible money available when you need it is important. Permanent life insurance is often overlooked as a solution to grow assets and provide clients access to death benefits for living needs. The versatility of permanent solutions can provide: 1. Death benefit protection – which is generally income tax-free proceeds could help a family continue,… Read More