by CreativeOne | Apr 19, 2017 | Insurance, Uncategorized
Many agents and advisors haven’t heard of turnkey asset management platforms (TAMPs). And, unbeknownst to some investment advisor representatives in larger firms, they unknowingly have limited exposure to a TAMP. Have you been exposed? Do you know what a TAMP can do...
by CreativeOne | Apr 13, 2017 | Marketing
Use Custom Content to Generate Leads Online Turnkey Process • Cost-Effective • Untap the Online Market Join our director of digital marketing and demand generation, Clifford Blodgett, VP of annuity sales, Mark Krueger, and marketing programs manager, Jessica Scheuler...
by CreativeOne | Apr 12, 2017 | Insurance
60-day delay | 63-page delay document | 200,000 comments on the rule During this 30-minute DOL fiduciary rule webinar, you’ll learn: What changed with the delay and what didn’t. What the impartial conduct standards are and what they mean to you. What the status is of...
by CreativeOne | Apr 11, 2017 | Insurance
Join us in Washington, D.C. June 21-23 As one of our most valued agents, we’re asking you to join us at NAFA’s seventh annual Annuity Leadership Forum. For years, this premier industry event was open only to insurance carriers and IMOs, but now, you have...
by CreativeOne | Apr 6, 2017 | Insurance
Women face different retirement challenges. The infographic below lays out how risks and challenges may affect your retirement.
