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
Training Archives - Creative Edge
NEW Suitability & Best Interest Requirements in New York
Related terms: Annuity Mechanics, Breaking News, Industry News, Legislation, Life, Suitability / Compliance, Training, Uncategorized
Are your clients income ready for retirement?
Access new resources to get clients income ready for retirement with Global Atlantic One of the most important financial-planning decisions a retiree will make is deciding if they can afford to retire. This means considering if they are ready to cross over from accumulating assets to depending on those assets to pay monthly bills throughout… Read More
Related terms: Marketing, Products & Carriers, Sales Strategies, Training
Need a hand explaining North American SDA X?
Need a little help or clarification explaining North American’s Strategic Design Annuity (SDA X)? Check out this quick video touching on some key points that SDA X might be able to offer to your clients today! For additional information on the SDA X click here to access a copy of the client friendly… Read More
Related terms: Annuities, Annuity Mechanics, Product Training & Knowledge, Training
New Product By North American Webinar Opportunity
While the Strategic Design Annuity X (SDA X) fixed index annuity won’t hit the market until Nov. 6, you can get a head start on the competition by getting trained right away: Be among the first to learn about our first-to-market Inverse Edge Trigger strategy. Clients get 200 percent of interest credited through a guaranteed lifetime… Read More
Related terms: Annuities, Carrier Announcements / Updates, Product Training & Knowledge, Product Updates, Products & Carriers, Training
Global Atlantic FIA Webinar Opportunities
You may have heard that our fixed index annuity lineup just got stronger! Get in the game – with our informational FIA webinars! Our informational webinars are designed to help you better understand the new features and benefits of our strengthened FIAs – Income 150+ SE, Choice Income II and Choice Accumulation II. I am… Read More
Related terms: Carrier Announcements / Updates, Product Training & Knowledge, Product Updates, Training
Income with Agility Coming Soon!
Athene Agility Coming June 11, 2018 Help clients open doors to retirement possibilities. Athene Agility gives your clients the flexibility to plan for future income needs. And you can do more of what you do best — deliver the solutions that meet your clients’ needs. The Athene Agility 10-year fixed indexed annuity is designed to… Read More
Related terms: Annuities, Carrier Announcements / Updates, Product Training & Knowledge, Products & Carriers, Training
Advisor grows practice by 229%. See how.
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
Related terms: Agency Building, Annuities, Case Consulting, Case Studies, Customer Relationship Management, Practice Management, Product Training & Knowledge, Sales Strategies, Technology / Software, Training
Complimentary Retirement Planning Software for CreativeOne Agents
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
Related terms: Agency Building, Annuities, Case Studies, Practice Management, Product News, Product Training & Knowledge, Sales Strategies, Technology / Software, Training
In-Person IMAX Training
Join us for a live 1 1/2 day in-person event in Scottsdale, Arizona hosted by Thomas Gold Solutions. Super charge your knowledge of Income Maximizer. 10 hours of software education and appointment training. Small class size, 14 attendees max, breakfast & lunch included. Multiple locations and dates for your convenience. March – Scottsdale (March 22-23,… Read More
Related terms: Agency Building, Annuities, Customer Relationship Management, Practice Management, Sales Strategies, Technology / Software, Training
How Can You Get Paid Faster?
No one wants to go back to their client for more information. By submitting clean business, we can also get you paid faster. Not all paperwork is completed equal. We’d like to tell you red tape doesn’t matter, but it does — and it can make the difference between being paid after 20 days (our… Read More
Related terms: Annuities, Sales Strategies, Training