Sales Notes Archives - Page 2 of 6 - Creative Edge

Webcast Special Edition: Solving the “I want lifetime income, but hate annuities” Puzzle   Brought to you by CreativeOne & NAFA Thursday, September 24 10:30 am CDT 8:30 a.m. PT | 9:30 a.m. MT | 11:30 a.m. ET   Join NAFA’s Director of Research, Dr. Jack Marrion, for an insightful and informative look at how… Read More

One of the most frequent questions people have about Social Security is when they should begin drawing their monthly benefits. While it’s widely believed that the Social Security retirement age is 66 or 67, one recent study suggests it’s actually age 70. Fidelity & Guaranty Life (FGL) has teamed with the Center for Retirement Research… Read More

Low returns. High Fees. Too complex. No access to my money. Despite the progress our industry has made in promoting the benefits of annuities, clients still harbor these assumptions. Producers trying to help their clients by providing guaranteed retirement income must often overcome annuity objections such as these. It’s an uphill battle to fight the… Read More

My program, “Sixty-Seconds to Yes!,” has been called controversial because it goes against everything we’ve been taught and told related to sales and selling. I make some seemingly outrageous statements in the beginning of the program such as “selling does not work” and “sales training has not (to this point) worked!” Why do so many… Read More

Access Allianz’s white paper “Does your portfolio have too much interest rate risk?”  

EquiTrust Life Insurance Company has experienced remarkable success in the last two years, with 150 percent year-over-year sales growth in 2012. Since 2003, EquiTrust Life’s total invested assets have increased from $2.1 billion to $10.7 billion1 at the end of 2012. Now we are excited to announce a new partnership with Creative Marketing that provides… Read More

A typical annuity sale might work like this: You meet with the client to understand his or her retirement income needs. You obtain basic information such as age, the amount of money the client can put into an annuity, and when he or she wants to receive income. Then you visit multiple websites, scan several… Read More

Annexus Research Institute proudly announces: Mitigating the Four Major Risks of Sustainable Inflation-Adjusted Retirement Income Whitepaper, co-written by Rex Voegtlin, MS, CFP, CAP, CASL and Wade Pfau, Ph.D, CFA. We invite you to be the first to attend the whitepaper webinar hosted by Rex Voegtlin. Rex will focus on the major retirement income shortfalls produced… Read More

Annexus announced the following changes on the BalanceChoice Annuity (BCA) and BalancedAllocation Annuity* (BAA) products effective August 12, 2013. 1. Increase in bonus for BCA: BCA 12: 8% bonus BCA 10 and 8: 6% bonus 2. Equity allocation percentage increases: 2% on the BCA 8, 10S and 12 5% on the BAA 12 5% on the BAA 10… Read More

If you want your business to fly at “peak performance” or just want to improve the efficiency of the way you run your office — we can show you ready-to-implement ways successful producers: Increase client demand and referrals Deal with client objections and conflict Get a “yes” in 60 seconds or less Understand the mind… Read More