by CreativeOne | Mar 21, 2019 | Marketing
Life insurance policy reviews — we hear about this all the time, maybe too often. On Google there are nearly 25 million results! So, let’s not rehash what’s generally done to evaluate life-changes-based reviews: marital status, large purchases, children, dependents,...
by CreativeOne | Mar 21, 2019 | Insurance, Marketing
A critical key to building a dental profession is connecting with people and helping them feel comfortable. So much so, they continue to come back to the dentist to look for potential hazards of the trade… brushing habits, teeth grinding, gum health, and dental decay....
by CreativeOne | Mar 21, 2019 | Marketing
Do you think estate tax planning is all about the client’s beneficiaries? THINK AGAIN! Properly structured planning is client-centric, flexible and should be highly liquid. See how this design concurs servicing policy debt, transforms compound interest and turns it...
by CreativeOne | Mar 21, 2019 | Insurance, Marketing
2019 is the year of the IUL. To quote the recent Lego movie soundtrack, “Everything is awesome.” We’ve heard the rumors about the anticipated additions and new features to come in 2019, but we’ve have one more instore for our advisors. We’re pleased to announce the...
by CreativeOne | Mar 21, 2019 | Insurance, Marketing
For 100 years Pacific Life has been a well-known brand and one of our most requested life insurance carriers. We’re pleased to announce the addition of Pacific Life to our suite of life insurance offerings. You can now lean on your CreativeOne team to process your...
by CreativeOne | Mar 20, 2019 | Insurance, Marketing
Need help explaining to your clients exactly how much they should be targeting to save for a comfortable retirement? We all love things that make our jobs easier and faster… This new iteration of the “4% Rule” shows you how to assist your clients in planning their...
by CreativeOne | Mar 19, 2019 | Marketing
Social media is the name of the game these days. Recently, LinkedIn found that 81% of all small and medium businesses use some kind of social platform. And while social media is known for being a seamless and fast form of communication, it also brings with it a level...
by CreativeOne | Mar 15, 2019 | Marketing
We’re already three months into 2019. Are you on track to hit your new client goals for the first part of the year? If your answer is no, you’re not alone. The good news is you still have time to get on track and hit your growth objectives. One way to acquire new...
by CreativeOne | Mar 12, 2019 | Breaking News, Marketing
Facebook now lets you join groups using your business’s page. It seems like a small change, but the implications are huge — you can now join a local group using your business’s page. Here is Facebook’s statement on the change: We’ve heard from people that...
by CreativeOne | Mar 12, 2019 | Marketing, Products & Carriers
A leading provider of annuities and life insurance to over 700,000 Americans, unveiled a distinctive and innovative corporate identity program highlighting the company’s commitment to raise its visibility in the financial marketplace and reinforce how it stands...
