by CreativeOne | Jul 14, 2014 | Uncategorized
BLUEPRINT TO FREEDOM PART IV: IMPLEMENTATION You’ve taken the finals steps to freedom, and now it’s time to capitalize on your pre-planning efforts. By identifying those clients who make up your target market, you’ve begun building your awareness and branding...
by CreativeOne | Jul 11, 2014 | Insurance, Products & Carriers
Through a recent review, North American has decided to expand on the types of trusts they accept through annuity new business. The following changes are effective immediately: The trust grantor is no longer required to be the annuitant Additional types of trust will...
by CreativeOne | Jul 11, 2014 | Insurance, Products & Carriers
Doing business with FGL just got even easier! Download FGL’s Pathfinder Annuity iPad App and you can now submit applications electronically for ALL of our annuity products. Why waste time manually filling out an application? There are so many benefits to submit...
by CreativeOne | Jul 9, 2014 | Uncategorized
BLUEPRINT TO FREEDOM PART III: EXECUTION Before making the big announcement that you’re transitioning into life as an independent agent, refine your business goals, develop the strategies needed to capture the eye of your former clients and craft smart tactics to...
by CreativeOne | Jul 7, 2014 | Insurance
BLUEPRINT TO FREEDOM PART II: PREPARATION Once the evaluation of your business and prior commitments is underway, it’s time to cultivate alliances and brand yourself to your clientele. At this critical junction, you are ready to build your unique blueprint for...
