by CreativeOne | Apr 19, 2017 | Insurance, Uncategorized
Many agents and advisors haven’t heard of turnkey asset management platforms (TAMPs). And, unbeknownst to some investment advisor representatives in larger firms, they unknowingly have limited exposure to a TAMP. Have you been exposed? Do you know what a TAMP can do...
by CreativeOne | Mar 2, 2017 | Marketing, Uncategorized
Always follow best practices. You hear this all the time, but the thing is, when you do, you find success. When it comes to dinner seminars, we’ve learned a thing or two, including location is EVERYthing. Through our agents who have utilized best practices for dinner...
by CreativeOne | Mar 2, 2017 | Breaking News, Insurance, Uncategorized
The Department of Labor’s fiduciary rule has officially been delayed. Watch the video to get all the details: As always, we’re here to guide you through these ever-changing times. Don’t hesitate to call with questions or concerns at 800.992.2642. Stay current...
by CreativeOne | Mar 1, 2017 | Marketing, Uncategorized
Quality leads • Designed by $12M producer • No extravagant tab sign up now >> During this 30-minute Simplify Your Retirement webinar, you’ll learn: From the producer who designed it, and generated $25M from it in two years. About the course materials and...
by CreativeOne | Feb 13, 2017 | Insurance, Marketing, Uncategorized
With our exclusive lead generation program, Diamond Leads, we’ll get you in front of hundreds of the right prospects. All you have to do is run the leads and write the business! This turnkey seminar program requires a minimal time commitment, but provides a high...
by CreativeOne | Dec 22, 2016 | Marketing, Uncategorized
Effective marketing has never been more important. Prospects have a plethora of information—and competition—available to them with just a few keystrokes. To stay ahead of the game, you want to ensure your marketing is on the right track. According to a recent survey...
