by CreativeOne | Nov 18, 2015 | Marketing
Social events are fun, and are a great way to get in front of many of your clients all at once, treat them to a good time and meet their friends. If done right, these events can then potentially bring you new business in the form of current clients’ referrals....
by CreativeOne | Nov 17, 2015 | Insurance
Do you Understand the Difference between BOES and SERPs? Do You Know When to Recommend one Over Another? CreativeOne works in conjunction with the business experts at Principal® Financial Group. They live and breathe Executive Bonus Plans (BOES) and Supplemental...
by CreativeOne | Nov 12, 2015 | Insurance, Products & Carriers
For a limited time, Fidelity & Guaranty Life is increasing the initial interest rate for the FG Guarantee-Platinum® 5, a single premium fixed deferred annuity. This is for new contracts issued on or after November 30, 2015. This rate is subject to change at our...
by CreativeOne | Oct 28, 2015 | Insurance
During the recent National Association for Fixed Annuities (NAFA) Annuity Distribution Summit in Coral Gables, Florida, I, along with CreativeOne president Mike Tripses, engaged with other industry leaders in our continued efforts to fight against the Department of...
by CreativeOne | Oct 27, 2015 | Insurance
Good field underwriting is critical in the life insurance sales process for clients, producers and insurance carriers alike, as it allows producers to set realistic expectations for their clients. When the client knows what to expect, the underwriting process is...
