by CreativeOne | Aug 1, 2017 | Breaking News, Marketing
Changes reflect expanded role CreativeOne has within the financial services industry. Kansas City, Mo. (August 1, 2017) — Today, CreativeOne announces a refresh and unveiling of its corporate branding and updated website to support its new company vision. Since 1984,...
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 | Breaking News, Insurance, Uncategorized
Stay up-to-date with breaking news videos about the DOL fiduciary rule and other important info to keep you informed. Watch now >>
by CreativeOne | Jun 8, 2017 | Breaking News, Insurance, Uncategorized
GeoWealth launched its technology solution for insurance-only agents that enables them to document and support their recommendations as defined in the DOL’s best interest of clients’ section of the DOL fiduciary rule. CreativeOne has contracted with GeoWealth as the...
by CreativeOne | Jun 8, 2017 | Breaking News, Insurance, Uncategorized
In light of the new fiduciary rule, we encourage agents and advisors to stay out in front of the updates by attending informative webinars with the latest information pertaining to the DOL regulation. Register now for an upcoming session >>...
by CreativeOne | Jun 8, 2017 | Breaking News, Insurance, Uncategorized
In order to remain compliant with the new Department of Labor (DOL) fiduciary rule, CreativeOne developed its 5-Star DOL Plan for the ease of transition. We suggest agents and advisors follow five easy steps to continue business without disruption. Get the plan...
