by CreativeOne | Dec 20, 2016 | Breaking News, Uncategorized
ChangePath announces the launch of its corporate Registered Investment Advisor (RIA) and plans to help investment advisor representatives (IARs) prepare for approaching DOL deadlines. As speculation and questions continue to stir with the DOL’s fiduciary rule,...
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...
by CreativeOne | Nov 21, 2016 | Breaking News
Writing new business with CreativeOne has never been easier! With CreativeOne’s Annuity Solutions Pro, you now have access to FireLight, a multi-carrier e-application solution for handling your data collection and form submission. Benefits include: Spending less time...
by CreativeOne | Nov 14, 2016 | Breaking News, Uncategorized
Having been a foundation of leadership at CreativeOne for the last 21 years, Will Moneymaker has made plans to retire this December. The birth of his first grandchild and a calling to serve others give Will much to look forward to in his upcoming golden years. Coming...
by CreativeOne | Nov 11, 2016 | Breaking News, Insurance
While the recent election’s presidential decision sent political shock waves, one of the biggest questions in the aftermath is: What does this now mean to the DOL fiduciary rule? As most of you know, CreativeOne is deep into planning and preparation to comply...
by CreativeOne | Oct 28, 2016 | Breaking News, Insurance
On October 27, 2016, The Department of Labor released its widely anticipated FAQ guidance on its fiduciary rule, answering 34 questions posed on new exemptions and amendments to existing exemptions. Read in its entirety.
