by CreativeOne | Dec 19, 2016 | Insurance, Products & Carriers
IMPORTANT INFORMATION – PLEASE READ CAREFULLY **American Equity Products Discontinued in California** As required by the state of California, sales for the following American Equity products will be discontinued effective December 30, 2016. Bonus Gold (INDEX-1-07)....
by CreativeOne | Dec 9, 2016 | Insurance
IMPORTANT: California product changes for New Heights and BCA Elevate California recently passed legislation that requires changes to annuity products currently available in the state. The regulatory changes place certain restrictions on fixed annuity surrender...
by CreativeOne | Dec 8, 2016 | Insurance, Products & Carriers
IMPORTANT: J.P. Morgan MOZAICSM Index (USD) will close for new business in Nationwide New Heights® fixed indexed annuities. The J.P. Morgan MOZAICSM Index (USD) has been one of the most popular indicies in Annexus history. Unfortunately, it will close for new...
by CreativeOne | Dec 7, 2016 | Marketing
Marketing your business is a continuous process. A few years ago, a mailed letter and invitation to a presentation along with a no-obligation lunch was a great way to reach prospects. Today, your clients probably pay more attention to email than paper mail. You need...
by CreativeOne | Dec 7, 2016 | Breaking News, Uncategorized
I am pleased to announce Martin Pfannenstiel has been hired as ChangePath’s director of business development. Martin will use his knowledge to help RIAs operate their businesses in a manner that optimizes client outcomes. Martin will also help RIAs control the...
