by CreativeOne | Jul 25, 2013 | Insurance, Products & Carriers
Last week celebrated the end of one phase of a legislative process, which may impact the U.S. pensions, annuities and the Employee Retirement Income Security Act (ERISA) tax-qualified sales. In support of the National Association for Fixed Annuities (NAFA), I had the...
by CreativeOne | Jun 3, 2013 | Insurance, Products & Carriers
Today one of my co-workers in Tailor Made, our elite agent services group at Creative Marketing, Nick Michale sent me the following email: “Mike: Just got my North American annuity statement. I have owned it for five years now. A charter 14. Up until now, the last...
by CreativeOne | May 17, 2013 | Insurance
“Everything should be made as simple as possible, but no simpler.” – Albert Einstein* Although 80 years old, Einstein’s comment related to theoretical physics can be applied to today’s income planning solutions. The annuity income sale process has evolved...
by CreativeOne | May 1, 2013 | Insurance
One of my colleagues, Paul McGillivray, recently graced me with his paperback copy of The Life and Times of the Thunderbolt Kid, Bill Bryon’s paean to growing up in Des Moines, Iowa in the halcyon decade of the 50s and the tumultuous 60s. Growing up in the Des Moines...
by CreativeOne | Mar 28, 2013 | Insurance, Marketing
Star Trek: Next Generation was always right in my wheelhouse. I loved the optimistic and technologically advanced view of the future along with the adventure inherent in exploring the unknown. A favorite character was Data (the first to be discovered but second to be...
by CreativeOne | Mar 11, 2013 | Insurance
Creative Marketing announced its life insurance division, Creative Life, experienced record sales in 2012 due largely in part to a reconfigured service model and the development of resources to prepare producers for larger advanced markets sales. Creative Marketing is...
