by CreativeOne | Jun 10, 2015 | Insurance
As an insurance professional with in-depth knowledge of products and services available, the advantages of annuities are no surprise to you, yet they can be surprisingly hard to sell. Many clients have preconceived ideas of what they are, how they work and have some...
by CreativeOne | Jun 10, 2015 | Insurance
Jonathan Lee believes the key to being successful in the industry is efficiency. He runs his $6-million practice in a way that optimizes his and his clients’ time and allows him to offer them customized plans for their future. He compares how he runs his practice to...
by CreativeOne | May 14, 2015 | Insurance, Marketing
With CreativeOne’s Dynamic Marketing Portal (DMP), you can gain access to a multitude of executable marketing tools available online 24/7. Using these custom, hand-selected tools, you’ll be able to implement turnkey programs, connect with prospects and clients...
by CreativeOne | May 4, 2015 | Insurance
Since being approved in 2014 for use in traditional IRAs, 401(k)s, and other approved retirement plans, Qualified Longevity Annuity Contracts (QLACs) are hot topics in the news. What many don’t realize is QLACs are simply a specific kind of Deferred Income Annuity...
by CreativeOne | Apr 22, 2015 | Insurance, Products & Carriers
A.M. Best upgraded the financial strength rating of Athene’s operating companies to “A-” (Excellent) from “B++” (Good) and the issuer credit ratings (ICR) to “a-” from “bbb+”. Athene’s outlook is stable. The “A-” financial strength rating is given to companies...
by CreativeOne | Apr 20, 2015 | Insurance
Fact or Fiction? The Truth about FIAs As we forge full speed ahead in 2015, clients continue to look for workable strategies to bridge their retirement gaps and protect their financial futures. With the simplicity of self-education using the Internet, newspapers,...
