by CreativeOne | Jun 17, 2016 | Uncategorized
Technology adoption, advancements in medical treatments and the wide array of pharmaceutical products are making a larger impact on how we all do business. And, in this case success story, we see the importance of reviewing carrier offers and not taking them at face...
by CreativeOne | Jun 16, 2016 | Marketing, Uncategorized
Summer is here, so what better time is there than now to show your clients how much you appreciate them? The bonus of hosting such an event? Referrals! How? By inviting your top clients to fun events and encouraging them to bring their friends, you’ll potentially gain...
by CreativeOne | Jun 15, 2016 | Insurance, Marketing, Uncategorized
A Word from the Wise features expertise from industry-related professionals to put you at the top of your game. When Stephen Stricklin founded Wise Wealth LLC, he was motivated by the desire to bring financial wisdom to his clients. A former teacher and counselor,...
by CreativeOne | Jun 7, 2016 | Uncategorized
Don’t miss an exciting opportunity to learn about Lafayette Life’s new Whole Life riders! Join Lafayette Life for an in-depth webinar about these important enhancements to our Whole Life portfolio: June 7 webinar June 9 webinar The Lafayette Life Insurance...
by CreativeOne | Jun 3, 2016 | Insurance, Uncategorized
We’ve been reading the online Department of Labor (DOL) chatter about increased fiduciary responsibility, and as advisors, we’re heightening countermeasures before the dust settles. As you are aware, the DOL has recently proposed changes that could drastically alter...
by CreativeOne | Jun 2, 2016 | Marketing, Uncategorized
I have talked to many agents throughout my career about how technology can revolutionize their practice. The feedback I get from the older agent is usually the same: “I’m old school and don’t need a website.” “My website that hasn’t been updated in eight years is...
