by CreativeOne | Oct 4, 2017 | Insurance, Uncategorized
Initial path So much ground has been traveled in the last seven years leading to our current “partial” implementation of the Department of Labor’s (DOL) fiduciary rule, we may have forgotten how it came about or we are bored to the point of tears in hearing it...
by CreativeOne | Aug 28, 2017 | Marketing, Uncategorized
Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed...
by CreativeOne | Aug 28, 2017 | Insurance, Uncategorized
Turning retirement savings into retirement income is a challenging proposition, but consumers seem to want it more and more. The problem? They’re hesitant to fully embrace annuitization strategies. How do you address this challenge? Despite wanting guaranteed income...
by CreativeOne | Aug 8, 2017 | Breaking News, Marketing, Uncategorized
Martin Pfannenstiel, ChangePath’s vice president of business development, has been named one of ThinkAdvisor’s Life Health 30 Under 30. According to the magazine, “these millenials have made a mark, fast, despite having to put up with waiting in more...
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 | Uncategorized
CreativeOne has been working diligently with our core carriers to obtain their requirements for June 9 through December 31, 2017. Each carrier may have different requirements and standards to show compliance. See how each carrier has prepared for the latest DOL...
