by CreativeOne | Feb 17, 2016 | Marketing
Niche Alert: You Don’t Know BOES — NQ Deferred Compensation Did you know Principal’s nonqualified deferred compensation (NQDC) platform is available to all CreativeOne advisors and producers? What may not be apparent is how to use it to win cases and grow...
by CreativeOne | Feb 16, 2016 | Insurance
On April 14, 2015, the Department of Labor (DOL) issued their long-awaited and hotly debated fiduciary rule. The proposed rule is the department’s latest attempt to protect investors from conflicting investment advice and toughen the standards for advisors...
by CreativeOne | Feb 15, 2016 | Uncategorized
Explore opportunities for linked benefit long-term care solutions outside the individual client market
during this informative webinar. Join us to learn: The value of using Nationwide YourLife CareMatters in an Irrevocable Life Insurance Trust (ILIT). Long-term care...
by CreativeOne | Feb 15, 2016 | Uncategorized
Just as the dust has started to settle from Phase 1 of Actuarial Guideline XLIX—better known as AG 49—more changes are coming with Phase 2, effective March 1, 2016. Originally, AG 49 was adopted to provide more uniformity and consistency within the illustrations used...
by CreativeOne | Feb 3, 2016 | Insurance, Marketing, Uncategorized
In the November 2015 issue of Research:, industry veteran Bill Good wrote about what it takes to be successful at prospecting. Below is a recap of Good’s article. There are times when things aren’t working the way they should in prospecting, which should signal you to...
