by CreativeOne | Dec 10, 2015 | Insurance
Do you currently sell fixed indexed annuities (FIAs)? Are you a RIA/IAR looking to integrate FIAs into client portfolios? If yes, this is the opportunity you’ve been waiting for. CreativeOne introduces ChangePath, a turnkey asset management platform (TAMP), providing...
by CreativeOne | Dec 9, 2015 | Insurance
The Sale Many advisors immediately think of a death benefit and a term insurance solution when processing a key person case. A more nuanced approach, however, uncovers many other aspects to consider and solutions besides the 10-year-term contract. Consider some of the...
by CreativeOne | Dec 4, 2015 | Insurance
<!– National Association for Fixed Annuities –> Join NAFA’s Executive Director, Chip Anderson, for a comprehensive review of NAFA’s 2015 key initiatives as well as details on NAFA’s strategic approach for 2016. Thursday, December...
