There’s a new product hitting the market, and CreativeOne is one of a select few who can offer it to producers. It’s from an A+ rated carrier and has truly head-turning features. You’re not going to want to miss this one. Learn about the numbers behind it today and then contact us to get… Read More
Annuities Archives - Creative Edge
We’ve Partnered Up with Guaranty!
CreativeOne is thrilled to announce a new exclusive arrangement with Guaranty Income Life Insurance Company! This partnership makes us one of a select few organizations who can provide the Guaranty Growth PLUS™ (GGP) fixed indexed annuity. GGP includes two of the top four performing indices for 2019, is built for accumulation and also provides a free… Read More
Clients Need $50k in Income? 4 Innovative Options
It’s a familiar scenario for any financial advisor who works with retirees. You sit down with a couple who has saved a significant amount of retirement assets over the course of their career. As they approach retirement, they’re looking for a way to convert those assets into income that will last for life. CreativeOne Sales… Read More
New FIA Solutions from AIG now on RetireUp
We are pleased to announce that the AIG Power Select Plus Income & Power Select Builder are now a part of the RetireUp Pro product platform! Producers that utilize RetireUp Pro to assist their clients in structuring sustainable retirement income plans will now be able to incorporate the Power Select Plus Income and Power Select… Read More
Related terms: Annuities, Carrier Announcements / Updates, Product Training & Knowledge, Products & Carriers, Sales Strategies
Fee-Based Annuities? Positive Developments from the IRS
In August, the IRS delivered a sign of hope for fee-only advisors who want to offer annuities to their clients. The IRS issues private letter rulings (PLR) to Nationwide, Lincoln Financial, and Great American Insurance that allows up to 1.5% to be deducted from their non-qualified annuity products each year without triggering a taxable… Read More
More Market Drama as Trump, China Escalate Trade War
The markets tumbled on Friday as China escalated the ongoing trade war and President Trump signaled his intention to continue the economic battle. On Friday, China retaliated by announcing new tariffs on $75 billion in American goods, set to begin on September 1. That news pushed the markets down. Dow futures dropped by more than… Read More
Hibernation Over: Does August’s Volatility Mark the Start of a Bear Market?
For more than a decade, investors have enjoyed the longest bull market in history. It started in March 2009 as a recovery from the 2008 financial crisis. Since then, the financial markets have produced a slow and steady upward march, resulting in a 334% cumulative gain for the S&P 500.1 However, recent market volatility has… Read More
Leave a Guaranteed Legacy with Global Atlantic
6 things to know about Global Atlantic’s Enhanced Death Benefit Take a look at the infographic to learn 6 reasons the optional Enhanced Death Benefit1 (EDB) with Choice Accumulation II Fixed Index Annuity can help your client’s leave a lasting legacy. Would your clients like to grow their legacy by 7% for up to fifteen years?… Read More
Your Ag Financial Legacy
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
Related terms: Estate Planning, Product Training & Knowledge, Sales Strategies, Sales Strategies
NEW Suitability & Best Interest Requirements in New York
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
Related terms: Annuity Mechanics, Breaking News, Industry News, Legislation, Life, Suitability / Compliance, Training, Uncategorized