by CreativeOne | Nov 21, 2013 | Insurance
Do you have grandparents looking for ways to financially help their grown children or grandchildren? Next time you meet with those clients, offer a way they can help provide an income stream for their child’s retirement and an incentive for a grandchild to finish...
by CreativeOne | Nov 14, 2013 | Uncategorized
Creative appoints industry veteran Rob Hagg to consult with registered investment advisors on ways to grow their businesses. We’re expanding operations by adding a team dedicated to serving the needs of Registered Investment Advisors (RIAs). This team, led by one of...
by CreativeOne | Nov 13, 2013 | Insurance
Psychology defines magical thinking as continued belief with no rational theory or contrary to evidences. I have always loved the accompanying cartoon by Sidney Harris: Yes, this scientist needs some more work on his models. This form of unrealistic proof is on...
by CreativeOne | Nov 12, 2013 | Insurance, Marketing, Products & Carriers
The sale is not yet complete. You met with the client, have a thorough understanding of her needs and what she can contribute to an annuity. You want to recommend a five-year fixed indexed product. But which one? There may be a half dozen or more that will work. And...
by CreativeOne | Nov 12, 2013 | Insurance
Effective November 12, there are a number of new enhancements to the BalancedChoice™ Annuity (BCA) See Rate Increases