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...
by CreativeOne | Oct 26, 2015 | Insurance
Over the last 10 years, more than $2.3 trillion of annuity products have been sold in the United States. The overwhelming majority of those sales were into deferred annuity products with the primary intention of tax-deferred growth. Join us for one (or all!) of the...
by CreativeOne | Oct 21, 2015 | Insurance, Uncategorized
CreativeOne is excited to announce it has partnered with ChangePath, a next-generation turnkey asset management platform (TAMP). This exclusive opportunity gives CreativeOne producers a competitive advantage because we’re the only agent development organization...
by CreativeOne | Oct 20, 2015 | Insurance
Join CreativeOne and the National Association for Fixed Annuities (NAFA) for a webinar discussing the ins and outs of annuity product pricing. This webinar will teach you about: The role of the surrender charge in an annuity contract. How market value adjustments can...
by CreativeOne | Oct 12, 2015 | Insurance
Do you keep things simple enough? What’s your answer if a client asks you “What if I retire later?” What do you do when your client says “no”? How do you show the power of indexed annuities, life or LTC? Don’t let sales fall this...
by CreativeOne | Sep 29, 2015 | Insurance
What is the Department of Labor’s Proposed So-Called Fiduciary Rule? The 1972 Employee Retirement Income Security Act (ERISA) is a law governing employer and other pension plans. A U.S. Regulatory agency, the Department of Labor (DOL), was charged with implementing...
