The longest bull market in history is about to enter its 11th year. During that time, the red-hot tech IPO has become a frequent phenomenon. Facebook. Twitter. Snapchat. Alibaba. Uber. These companies and more have all made their debut as publicly-traded companies in the last decade. Sometimes these IPOs work out for investors. That… Read More
Uncategorized Archives - Creative Edge
What Lessons Should Investors Take From the WeWork Debacle?
Related terms: Uncategorized
NEW Suitability & Best Interest Requirements in New York
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
Related terms: Annuity Mechanics, Breaking News, Industry News, Legislation, Life, Suitability / Compliance, Training, Uncategorized
Important Changes to PrimePath®
As one of North American’s top sellers, the PrimePath fixed index annuity has delivered an attractive mix of income potential, protection, accumulation, and legacy. Effective June 4, they have launched more options for your clients with new index strategies and the Morgan Stanley Dynamic Contribution (MSDC) Index with the following crediting methods: Annual Point-to-Point with… Read More
Related terms: Annuities, Annuity Mechanics, Product Training & Knowledge, Products & Carriers, Uncategorized
DOL sets date to propose new fiduciary rule
In December, the Department of Labor plans to propose a new fiduciary rule as a continuum of the battle to overhaul investment advice for retirement accounts. The rule will likely be contoured to the SEC’s new advise standards. Read more about the proposed rule here. CreativeOne will continue to monitor the situation. For more information,… Read More
Related terms: Annuities, Breaking News, Suitability / Compliance, Uncategorized
Back by Popular Demand: BCA RMD and Legacy 4% Sales Solution
RMD and Legacy Sales Solution Show them a smarter strategy for protecting their legacy while taking RMDs.
Related terms: Annuities, Annuity Mechanics, Products & Carriers, Sales Strategies, Uncategorized
Great American new Landmark 3 now available in Nevada
Great American’s NEW American Landmark 3 fixed-indexed annuity is now available for sales in Nevada and offers: Our shortest early withdrawal charge period yet, with charges that end after three years Issue ages up to age 90 Tax-deferred growth opportunity with three indexed strategies with competitive cap rates RMD-friendly systematic withdrawals A death benefit that is the greater of the account value or GMSV A simple, transparent… Read More
Related terms: Annuities, Carrier Announcements / Updates, Product Updates, Products & Carriers, Uncategorized
Have you completed your IRA Rollover Checklist?
If not Pacific Life can help! In many instances, rolling over your clients retirement plan assets to an IRA can help them better achieve their retirement goals. Before making this decision, it’s important to review key aspects of your client’s financial situation and carefully evaluate the pros and cons that a rollover might offer. This… Read More
Related terms: Annuities, Case Consulting, Sales Strategies, Uncategorized
“X” Marks the Spot with North American SDA X
Put the retirement X-factor on your side with a fixed index annuity from North American What sets Strategic Design Annuity X apart? A single-premium, fixed index annuity, the Strategic Design Annuity X combines accumulation potential, innovative liquidity features, and options to strategically plan for your client’s retirement income. You and your clients can use its… Read More
Related terms: Annuities, Products & Carriers, Uncategorized
How do I make sure my Facebook seminars are guaranteed?
Are you currently doing a Facebook seminar? Let’s make sure it’s guaranteed! Below you will find our best practices, terms and conditions designed to help you get the best performance out of your Facebook seminar with CreativeOne. Only seminars that follow these best practices will qualify for our guarantee. We will still run your seminar,… Read More
Related terms: Facebook, Lead Generation, Marketing, Practice Management, Uncategorized
What are the trends for brands and social media in 2019?
Social media never stops evolving. If you’re like us, you’re always looking forward to what’s next. So, what can you expect trend-wise for social media in 2019? Things never stay the same for long in the digital space. Here are a few things CreativeOne is looking at as we plan our social media strategy for… Read More
Related terms: Marketing, Social Media, Uncategorized