Savvy Strategies Archives - Creative Edge

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

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

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

SMS marketing has become a popular way for businesses to approach potential prospects without being intrusive or seem “pesky.” Recently, text messaging has proven its superiority as a communication platform. It’s accessible, fast and multifunctional. Using text messaging to market to your clients and prospects can be an effective way to inform them of any… Read More

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

Always follow best practices. You hear this all the time, but the thing is, when you do, you find success. When it comes to dinner seminars, we’ve learned a thing or two, including location is EVERYthing. Through our agents who have utilized best practices for dinner seminars, we’ve found commonalities between the separately held events… Read More

Quality leads • Designed by $12M producer • No extravagant tab   sign up now >> During this 30-minute Simplify Your Retirement webinar, you’ll learn: From the producer who designed it, and generated $25M from it in two years. About the course materials and how to best use them. How to be seen as a… Read More

Effective marketing has never been more important. Prospects have a plethora of information—and competition—available to them with just a few keystrokes. To stay ahead of the game, you want to ensure your marketing is on the right track. According to a recent survey of agents we conducted, there are a few specific things they’re all… Read More

Have you noticed certain challenges that affect women when it comes to retirement income planning and savings? It’s important to know about these challenges, and create a strategy to combat them, so they may live a comfortable retirement. A startling insight: 70 percent of women leave their advisor after the death of or divorce from… Read More