Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand. What is Social Selling? – Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones. The 4 Key Aspects of Social Selling: Create Your Presence… Read More
Products & Carriers Archives - Creative Edge
Social Selling for Financial Professionals with Pacific Life
Related terms: Marketing, Online Marketing, Products & Carriers, Sales Strategies, Social Media
Welcome Pacific Life
For 100 years Pacific Life has been a well-known brand and one of our most requested life insurance carriers. We’re pleased to announce the addition of Pacific Life to our suite of life insurance offerings. You can now lean on your CreativeOne team to process your Pacific Life business. Pacific Life News Pacific… Read More
Selling GULs or NLGs? Try this one on for size.
If you haven’t taken a look at Lifetime Foundation ELITE, you probably should. I’m running several illustrations for this product and it’s highly appealing to clients. Here’s why it’s worth taking a look at … the new product aims at death benefit products by offering a simple design, competitive premiums and market-leading guarantee durations. The… Read More
Related terms: Case Consulting, Life, Product News, Product Training & Knowledge, Products & Carriers, Sales Strategies
AIG: Faster Coverage on IUL and VUL Policies? OH YEAH!
With AIG, beginning April 16, 2018, Max Accumulator + and AG Platinum Choice VUL 2 can be processed with non-medical underwriting1… Non-med underwriting details >> Meaning, a purchase process that is simpler for your client, faster for us to support, and easier for you to complete! No labs, APS’s, Para-meds, or physical exams. Easy processing… Read More
Related terms: Carrier Announcements / Updates, Case Consulting, Industry News, Life, Planning Tools, Product News, Product Training & Knowledge, Products & Carriers, Sales Strategies, Uncategorized
The Power of IUL
The Best IUL Product Becomes ELITE In the indexed universal life space, we are the experts. Does your indexed universal life (IUL) carrier: Trace its origins to the beginning of the IUL marketplace? Employ people with firsthand knowledge and experience gained by developing and marketing products that have led the IUL industry? Use product designs… Read More
Related terms: Carrier Announcements / Updates, Life, Planning Tools, Product News, Product Training & Knowledge, Products & Carriers, Sales Strategies, Savvy Strategies, Uncategorized
Global Atlantic Underwriting Advantage: High Net Worth Foreign Nationals
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
Related terms: Financial Planning, Life, Planning Tools, Products & Carriers, Sales Strategies, Underwriting
Expedite Underwriting and Get Paid Faster
Whether it’s a new baby or a new home, if your client is ready to take the next step in responsibility for their loved ones, we’re here to help you streamline the life insurance process. How we submit life insurance is evolving, every month there are new express app platforms, streamlined simplified processes and more… Read More
Related terms: Life, Products & Carriers, Quick Start Success, Savvy Strategies, Underwriting
The Blitz: Don’t Get Declined, Use a Proper Design
The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions. Upcoming Webinars Client profile:… Read More
Related terms: Accumulation Strategies, Agency Building, Case Consulting, Case Studies, Life, Planning Tools, Planning Tools, Practice Management, Product News, Products & Carriers, Quick Start Success, Sales Strategies, Savvy Strategies, Uncategorized, Wealth Management
Probability & Interest Returns
Capped vs. Uncapped Life Products CreativeOne is known for being the leader in life insurance income. Join us as we evaluate capped vs. uncapped interest options for unlimited growth potential. Further your understanding on how to use income strategies as we review back-tested performance to analyze probability and the various accumulation methods used to drive insurance… Read More
Related terms: Carrier Announcements / Updates, Life, Product News, Products & Carriers
Strong Strategies for Estates and Wealth Transfer
Join the discussion as The Lafayette Life Insurance Company takes a look at estate strategies, wealth-transfer techniques, and the ways in which life insurance may play a role. Estate Strategies 101 July 21 at 11:30 a.m. CDT Presented by Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Register >> All of a client’s assets in… Read More
Related terms: Estate Planning, Estate Planning, Industry News, Life, Planning Tools, Planning Tools, Practice Management, Product Training & Knowledge, Products & Carriers, Sales Strategies, Savvy Strategies, Uncategorized, Wealth Management