Wealth Management Archives - Page 2 of 6 - Creative Edge

With the recent DOL ruling, how do you increase fiduciary responsibility and scale your business without additional workload or expenses? With ChangePath, a first-to-market, integrated investment management platform that systematically merges annuities into client portfolios alongside investments. ChangePath’s world-class approach features: DOL process-friendly annuities and investment integration. Statistically backed client recommendations. Access to institutional-caliber portfolio… Read More

ChangePath announces the launch of its corporate Registered Investment Advisor (RIA) and plans to help investment advisor representatives (IARs) prepare for approaching DOL deadlines. As speculation and questions continue to stir with the DOL’s fiduciary rule, ChangePath offers a leading investment platform to help advisors create statistically backed client recommendations. ChangePath’s technology platform quickly aligns… Read More

I am pleased to announce Martin Pfannenstiel has been hired as ChangePath’s director of business development. Martin will use his knowledge to help RIAs operate their businesses in a manner that optimizes client outcomes. Martin will also help RIAs control the process of increasing fiduciary responsibility without increasing workload, staff or office. Please join me in welcoming… Read More

Remember how we told you about the new CreativeOne mobile app back in July? Well, it just got better. The responsive and mobile-friendly app has recently had a makeover and is now easier than ever to use. After listening to your feedback, we’ve optimized the app with new features and a new layout that helps you… Read More

August just got a lot hotter! BCA Elevate offers one of the strongest combinations of both accumulation potential and guaranteed income available today! Below are links to the new lineup of consumer materials; featuring the new Merrill Lynch RPM Index™, 3 new income riders and the enhanced death benefit rider. Access Marketing Materials: New Merrill Lynch RPM… Read More

The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions.   Upcoming Webinars Client profile:… Read More

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 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

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

We’ve been reading the online Department of Labor (DOL) chatter about increased fiduciary responsibility, and as advisors, we’re heightening countermeasures before the dust settles. As you are aware, the DOL has recently proposed changes that could drastically alter our industry. These proposed fiduciary changes would hold insurance and financial professionals to a higher legal standard… Read More