Connor Wilson - Sales Specialist, Author at Creative Edge

The Nationwide Land As Your Legacy® team is hosting a webinar to discuss how advisors can better help their agriculture clients and introduce them to their legacy planning programs for farmers and ranchers. We invite you to attend! Your Ag Financial Legacy Hosted by: Dennis Mattern, Pat McEvoy of CreativeOne and Lacey Preston of Nationwide…. Read More

The New York State Department of Financial Services (NY DFS) has released the final version of best-interest Regulation 187 (NY 187) Suitability and Best Interests in Life Insurance and Annuity Transactions. This regulation requires producers and insurers to implement a process that ensures they’re acting in the consumer’s best interest when recommending an annuity or… Read More

Lincoln Retirement SafeGuard℠ Don’t forget — The Lincoln Retirement SafeGuard℠ is now available in California! Knowing you have a retirement income plan with flexibility that’s SafeGuarded from market turns with the opportunity for growth can help your clients rest easier as they prepare for retirement. Together with Lincoln Financial Group and BlackRock we can help… Read More

2-minute Video Introducing Clients to the NYSE® Zebra Edge® Index.       NEW CLIENT VIDEO     Press Play to introduce clients to the NYSE® Zebra Edge® Index     This new, two-minute client video is a powerful way to introduce your clients to the Nationwide New Heights® fixed indexed annuities and the NYSE®… Read More

Fitch Ratings Upgrades Pacific Life from A+ to AA- As of June 26, 2019, Fitch Ratings announced it has upgraded the financial strength ratings for Pacific Life Insurance Company, Pacific Life & Annuity Company, and Pacific Life Re Ltd. to AA- from A+. The AA- rating is the fourth highest rating out of 21 rating… Read More

i4LIFE® Indexed Advantage – Income Option i4LIFE® Indexed Advantage is an annuity payout option rider available with Lincoln Level Advantage® Indexed Variable Annuity contracts. The rider provides lifetime income, upside potential, access to the Account Value and a death benefit, and tax-efficient income with nonqualified contracts. i4LIFE® Indexed Advantage provides: Lifetime Income: An income stream… Read More

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

RMD and Legacy Sales Solution Show them a smarter strategy for protecting their legacy while taking RMDs.

Great American’s NEW American Landmark 3 fixed-indexed annuity is now available for sales in Nevada and offers: Our shortest early withdrawal charge period yet, with charges that end after three years Issue ages up to age 90 Tax-deferred growth opportunity with three indexed strategies with competitive cap rates RMD-friendly systematic withdrawals A death benefit that is the greater of the account value or GMSV A simple, transparent… Read More

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