Sales Strategies Archives - Creative Edge

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

Symetra has introduced crediting strategy additions and new illustration updates. These changes deliver better illustrative performance at a broader range of illustrative rates. Symetra has added new Base Index Strategies to Accumulator IUL, for a total of nine diversified index crediting strategies.¹ Base Index Strategies: Guaranteed credits, lower participation rates and/or index caps. The new… Read More

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

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

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

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

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

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

I was in your shoes. I’m a former NWM advisor who sold life insurance. Here’s a strategy I created and have shared with many advisors. This strategy has helped dozens of practices take their minuscule life insurance revenue and turn it into six-digit figures. Here’s why. If you’re not talking about the importance of tax… Read More