by CreativeOne | Jun 15, 2017 | Products & Carriers
CreativeOne has obtained information from our carriers for both annuity and life insurance on how to conduct business in the post-DOL fiduciary rule landscape. Carriers we work with: AIG Allianz American Equity Investments American General American National Athene AXA...
by CreativeOne | Jun 14, 2017 | Products & Carriers
In order to assist you in complying with the requirements of PTE 84-24 for your qualified annuity sales, CreativeOne is offering its agents two options on how obtain commission information to fulfill the necessary information on the PTE 84-24 Disclosure. Along with...
by CreativeOne | Jun 12, 2017 | Marketing
Take Advantage of Our Social Media Elite Program Nurture Client & Prospect Leads | Affordable Packages | Social Media Management Join me, the marketing programs manager, content strategist, Alexis Daley, and VP of annuity sales, Frank Jaksa, for an informative...
by CreativeOne | Jun 9, 2017 | Breaking News, Insurance, Uncategorized
Following the June 9 implementation of the DOL fiduciary rule, agents and advisors are required to provide appropriate disclosures. Disclosures will vary by carrier and producer. Currently there are two different routes in which carriers are looking to comply. Learn...
by CreativeOne | Jun 9, 2017 | Uncategorized
CreativeOne has been working diligently with our core carriers to obtain their requirements for June 9 through December 31, 2017. Each carrier may have different requirements and standards to show compliance. See how each carrier has prepared for the latest DOL...
