by CreativeOne | May 14, 2018 | Marketing
You probably have yearly reviews for your clients. But are you getting the most out of them? Most agents and advisors make time to meet with their clients once a year, whether the client needs to talk or not. If everything’s going smoothly, you might not have a reason...
by CreativeOne | May 3, 2018 | Breaking News, Insurance, Uncategorized
The Fifth Circuit Court has denied the motions to intervene with the Department of Labor Fiduciary Rule filed on April 26, 2018, by the American Association of Retired Persons (AARP) and the states of California, New York and Oregon. The motions were a last-ditch...
by CreativeOne | Apr 26, 2018 | Insurance, Products & Carriers
For a limited time, Fidelity & Guaranty Life® is offering 3.85 percent for the FG Guarantee- Platinum® 7, a single premium fixed deferred annuity for new contracts issued on or after April 1, 2018. This rate is subject to change at our sole discretion at any time....
by CreativeOne | Apr 26, 2018 | Breaking News, Insurance
Three states and the AARP work to salvage DOL Fiduciary Rule California, New York and Oregon — and the American Association of Retired People (AARP) — have made a last-ditch effort to save the DOL Fiduciary Rule. In a motion filed with the Fifth Circuit Court today,...
by CreativeOne | Apr 25, 2018 | Insurance
Robin H. has worked in the financial field for more than 15 years. Recently, she’s found great success with our Simplify Your Retirement (SYR) course, which allows her to help her clients learn about various retirement income strategies. We sat down with Robin to talk...