Case Studies Archives - Creative Edge

Are you writing 403(b) business?  North American may have the tools to help your business grow. A 403(b) tax-sheltered annuity is a retirement program allowed by the Internal Revenue code, allowing employees of most tax-exempt 501(c) (3) organizations to contribute pre-tax dollars for their retirement. The 403(b) plan regulations clarify that a 403(b) plan is… Read More

Need help explaining to your clients exactly how much they should be targeting to save for a comfortable retirement?  We all love things that make our jobs easier and faster… This new iteration of the “4% Rule” shows you how to assist your clients in planning their ideal savings for retirement in a few quick… Read More

A source of income for life As retirement draws nearer, many of us reach a point when we begin to wonder how we’ll generate income and if that income will be enough to carry us through retirement. If you’re invested in equities, it’s natural to consider what impact a major downturn could have on your… Read More

How one advisor went from the daily grind to focusing on relationships with his clients Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost one of its key personnel, but that didn’t stop Matt from having a record year…. Read More

Learn about the 2018 Income Maximizer (IMAX) Updates SIGN ME UP » As a CreativeOne agent, you have complimentary access to our Income Maximizer (IMAX) software. With the New Year comes change, and IMAX has several updates we want to share with you including: How to uncover potential Roth conversion opportunities using IMAX’s new Bracket… Read More

A story’s worth a million words. Rather than tell you about ChangePath’s effect on a hypothetical firm, we thought we’d show you a real advisor, Matt, talking about what it did for him. Matt Green had $15 million in assets under management (AUM). Then he lost a key operations person. But — as the cliché goes —… 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

Risk-control indices have become the second most popular allocation within fixed indexed annuities—join us for a conversation! We’ll explain how they work and outline reasons why they are a good option in today’s volatile and low-interest-rate market. 10:30 a.m. CDT September 17, 2015 Register now

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

Today one of my co-workers in Tailor Made, our elite agent services group at Creative Marketing, Nick Michale sent me the following email: “Mike: Just got my North American annuity statement. I have owned it for five years now. A charter 14. Up until now, the last four years my contract gave me an average… Read More