by CreativeOne | May 28, 2015 | Uncategorized
You’re meeting with an affluent client or prospect that is 10 years or less away from retirement. He’s in good shape financially, but he’s also in great shape physically, and wants to maintain his lifestyle for a lengthy retirement. However, he’s already maxed out his...
by CreativeOne | May 14, 2015 | Insurance, Marketing
With CreativeOne’s Dynamic Marketing Portal (DMP), you can gain access to a multitude of executable marketing tools available online 24/7. Using these custom, hand-selected tools, you’ll be able to implement turnkey programs, connect with prospects and clients...
by CreativeOne | May 13, 2015 | Marketing, Uncategorized
Making a good impression online is just as important, if not more, as making a good impression offline. The difference is your online impression is documented and can be reviewed after it happens. To ensure you make a good online impression among your peers in...
by CreativeOne | May 4, 2015 | Insurance
Since being approved in 2014 for use in traditional IRAs, 401(k)s, and other approved retirement plans, Qualified Longevity Annuity Contracts (QLACs) are hot topics in the news. What many don’t realize is QLACs are simply a specific kind of Deferred Income Annuity...
