by CreativeOne | Aug 5, 2013 | Insurance, Marketing
If you want your business to fly at “peak performance” or just want to improve the efficiency of the way you run your office — we can show you ready-to-implement ways successful producers: Increase client demand and referrals Deal with client objections...
by CreativeOne | Aug 1, 2013 | Insurance
Our country is on the leading edge of the greatest transfer of wealth America has ever seen. Boomer generation business owners transferring their companies to family members or others account for this tidal wave of wealth. With that in mind, Forbes contributor Steve...
by CreativeOne | Aug 1, 2013 | Insurance, Products & Carriers, Uncategorized
On July 31, 2013, Annexus announced the following changes: 50 bps bonus comp on BalanceChoice AnnuityTM 8,10,12 until September 30 50 bps bonus comp on BalancedAllocation Annuity® 12 extended until September 30 100 bps bonus comp on Ohio BalancedAllocation Annuity®...
by CreativeOne | Jul 30, 2013 | Insurance, Products & Carriers
Athene announced an immediate rate increases of up to 20 basis points on Athene Annuity MYGAs and up to 125 basis points on annual point-to-point index caps in our ATHENE Accumulator 5sm and ATHENE Choice Series FIAs. All business issued beginning today will receive...
by CreativeOne | Jul 25, 2013 | Insurance, Products & Carriers
Last week celebrated the end of one phase of a legislative process, which may impact the U.S. pensions, annuities and the Employee Retirement Income Security Act (ERISA) tax-qualified sales. In support of the National Association for Fixed Annuities (NAFA), I had the...
by CreativeOne | Jun 26, 2013 | Marketing
If you’re like me, you usually keep magazines around – on your nightstand or coffee table – until the next issue arrives. There’s something about a quality magazine that compels you to read, and re-read content before eventually setting it aside. Truthfully, the...
by CreativeOne | Jun 3, 2013 | Marketing
You can be a valuable asset to your baby boomer clients and gain two sales in the process. We’ve seen the reported spike in capturing the business-owner market in journals and media. The increased attention is because the United States has 10,000 new baby boomers each...
by CreativeOne | Jun 3, 2013 | Insurance, Products & Carriers
Today one of my co-workers in Tailor Made, our elite agent services group at Creative Marketing, Nick Michale sent me the following email: “Mike: Just got my North American annuity statement. I have owned it for five years now. A charter 14. Up until now, the last...
by CreativeOne | May 17, 2013 | Insurance
“Everything should be made as simple as possible, but no simpler.” – Albert Einstein* Although 80 years old, Einstein’s comment related to theoretical physics can be applied to today’s income planning solutions. The annuity income sale process has evolved...
by CreativeOne | May 1, 2013 | Insurance
One of my colleagues, Paul McGillivray, recently graced me with his paperback copy of The Life and Times of the Thunderbolt Kid, Bill Bryon’s paean to growing up in Des Moines, Iowa in the halcyon decade of the 50s and the tumultuous 60s. Growing up in the Des Moines...
