by CreativeOne | Apr 16, 2018 | Breaking News, Insurance
Let’s do a compliance-inspired thought experiment. You met a married couple at a client seminar and have had a couple of follow-up meetings with them. Based on your initial discussions, it appears a fixed index annuity recommendation may be in their best interest, and...
by CreativeOne | Apr 4, 2018 | Insurance
As reported in The Washington Post, a new study in the Journal of the American Medical Association has found two very alarming things: (1) sudden losses of wealth between people ages 51 and 61 are surprisingly common; and (2) they increase the person’s chance of dying...
by CreativeOne | Apr 3, 2018 | Insurance, Products & Carriers
3.6% guaranteed interest rate* for 5 years CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.6% interest rate, also provides: Monthly Interest Option available after 30 days 10% free withdrawals after the...
by CreativeOne | Mar 28, 2018 | Insurance
The first NYSE® index inside a fixed indexed annuity applies the behavioral finance research of renowned economist Roger Ibbotson. The NYSE® Zebra Edge® Index selects less popular stocks for a greater growth opportunity with less volatility. When combined with the...
by CreativeOne | Mar 23, 2018 | Insurance
How one advisor went from the daily grind to focusing on relationships with his clients Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost...
by CreativeOne | Mar 21, 2018 | Insurance
Learn about the 2018 Income Maximizer (IMAX) Updates SIGN ME UP » As a CreativeOne agent, you have complimentary access to our Income Maximizer (IMAX) software. With the New Year comes change, and IMAX has several updates we want to share with you including: How to...
