by CreativeOne | Jun 9, 2017 | Breaking News, Insurance, Uncategorized
Stay up-to-date with breaking news videos about the DOL fiduciary rule and other important info to keep you informed. Watch now >>
by CreativeOne | Jun 8, 2017 | Breaking News, Insurance, Uncategorized
GeoWealth launched its technology solution for insurance-only agents that enables them to document and support their recommendations as defined in the DOL’s best interest of clients’ section of the DOL fiduciary rule. CreativeOne has contracted with GeoWealth as the...
by CreativeOne | Jun 8, 2017 | Breaking News, Insurance, Uncategorized
In light of the new fiduciary rule, we encourage agents and advisors to stay out in front of the updates by attending informative webinars with the latest information pertaining to the DOL regulation. Register now for an upcoming session >>...
by CreativeOne | Jun 8, 2017 | Breaking News, Insurance, Uncategorized
In order to remain compliant with the new Department of Labor (DOL) fiduciary rule, CreativeOne developed its 5-Star DOL Plan for the ease of transition. We suggest agents and advisors follow five easy steps to continue business without disruption. Get the plan...
by CreativeOne | May 30, 2017 | Uncategorized
It’s never too early to start thinking about taxes and helping your clients implement strategies to minimize their tax burden. Often times, your client’s 1040 is a roadmap of life-changing events that can lead to powerful life sales and valuable insight that’s...
by CreativeOne | May 22, 2017 | Uncategorized
Please join me in welcoming Jeff Eisenhauer as the chief compliance officer and VP of operations of Client One. Jeff is the former vice president at VSR Financial Services and manager of brokerage operations at financial services firm TIAA-CREF Individual and...
