by CreativeOne | Apr 24, 2018 | Insurance
CreativeOne is excited to team up with Brighthouse Financial. Contact your CreativeOne sales team at 800.992.2642 for details.
by CreativeOne | Apr 23, 2018 | Insurance
On Wednesday, April 18, the SEC proposed a best-interest standard for broker-dealers. Under this proposed standard, broker-dealers and associated persons would be required to adhere to the best interest of the client and to develop policies and procedures to mitigate...
by CreativeOne | Apr 19, 2018 | Breaking News
Here are some potential next steps for the Department of Labor’s case in the Fifth Circuit Court of Appeals. Many questions remain about the fate of the Department of Labor’s Fiduciary Rule following the Fifth Circuit’s opinion vacating the rule on March 15, 2018. Is...
by CreativeOne | Apr 16, 2018 | Breaking News, Insurance
Let’s do a compliance-inspired thought experiment. You met a married couple at a client seminar and have had a couple of follow-up meetings with them. Based on your initial discussions, it appears a fixed index annuity recommendation may be in their best interest, and...
by CreativeOne | Apr 16, 2018 | Uncategorized
Have you checked out the new Index Crediting Strategies on Symetra’s Accumulator IUL? Flexibility is a key component in any type of planning, and insurance planning is no exception. That fact alone makes the addition of new index crediting options to an already...
