Financial Planning Archives - Creative Edge

Do you have your crystal ball ready? It’s the beginning of a new year, which means it’s time for everyone to make predictions about what’s in store over the next 12 months. Clearly, no one can predict the future. However, that doesn’t stop analysts from giving their best attempt.   As you can imagine, the… Read More

President Trump’s pick to lead the Labor Department has a long history with the department’s “fiduciary rule.”   Eugene Scalia was tapped by Trump for Labor Secretary nominee in July, after the resignation of former Secretary Alex Acosta. Acosta resigned primarily because of his past involvement in a 2008 plea deal with Jeffrey Epstein. Scalia… Read More

Have you checked out the new Index Crediting Strategies on Symetra’s Accumulator IUL? Flexibility is a key component in any type of planning, and insurance planning is no exception. That fact alone makes the addition of new index crediting options to an already compelling IUL from Symetra a good thing. When these additions, including an index… Read More

Hear from Eleanor Johnson, CPA, CLU, CGMA & National VP of Institutional Sales at John Hancock about how to create a common dialogue that motivates clients to incorporate life insurance into their planning, while at the same time revealing assets and future sales opportunities. Welcome to: The Conversation before the Conversation. Tuesday, March 20 8:30 a.m…. Read More

A Critical Part of Your Clients’ Planning Make John Hancock’s new Critical Illness Benefit rider a key part of your clients’ planning. Take a look at the reasons: Provides a lump-sum payment that’s separate from the death benefit. Secures a predetermined benefit amount. Offers all-in-one underwriting. Creates a winning combination of comprehensive coverage with the Long-Term Care… Read More

If you did not have the opportunity to join Global Atlantic’s webinar last week reviewing their Foreign National Underwriting Program, you are in luck. Here is a link so you can listen to a recording of the webinar at your leisure. Bill Crane – VP of Advanced Markets, highlights the important details of our Foreign National Underwriting Program… Read More

Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More

A Word from Mike Tripses I’m beginning to wonder if this isn’t the most all-consuming U.S. presidential news cycle in history. It’s hard to get news that doesn’t lead back to America’s decision about a single person for one governmental position (VPs not withstanding). I believe some of this stems from the continuing expansion of… Read More

Are your clients taking unnecessary risks? September is here, which means Life Insurance Awareness Month (LIAM) is upon us—the perfect opportunity to remind your clients about the importance of having proper insurance coverage for whatever stage of life they’re in. Take America professional stock car racing driver, model and advertising spokeswoman, Danica Patrick’s, story for… 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