by CreativeOne | May 14, 2018 | Insurance
You can ask for referrals in a way that doesn’t make your client uncomfortable. Asking for referrals is difficult. First, who do you ask for one? Not all of your customers will give you qualified leads, and not all of them will act as a brand evangelist for you....
by CreativeOne | May 14, 2018 | Marketing
You probably have yearly reviews for your clients. But are you getting the most out of them? Most agents and advisors make time to meet with their clients once a year, whether the client needs to talk or not. If everything’s going smoothly, you might not have a reason...
by CreativeOne | May 3, 2018 | Breaking News, Insurance, Uncategorized
The Fifth Circuit Court has denied the motions to intervene with the Department of Labor Fiduciary Rule filed on April 26, 2018, by the American Association of Retired Persons (AARP) and the states of California, New York and Oregon. The motions were a last-ditch...
by CreativeOne | Apr 26, 2018 | Insurance, Products & Carriers
For a limited time, Fidelity & Guaranty Life® is offering 3.85 percent for the FG Guarantee- Platinum® 7, a single premium fixed deferred annuity for new contracts issued on or after April 1, 2018. This rate is subject to change at our sole discretion at any time....
by CreativeOne | Apr 26, 2018 | Breaking News, Insurance
Three states and the AARP work to salvage DOL Fiduciary Rule California, New York and Oregon — and the American Association of Retired People (AARP) — have made a last-ditch effort to save the DOL Fiduciary Rule. In a motion filed with the Fifth Circuit Court today,...
by CreativeOne | Apr 25, 2018 | Insurance
Robin H. has worked in the financial field for more than 15 years. Recently, she’s found great success with our Simplify Your Retirement (SYR) course, which allows her to help her clients learn about various retirement income strategies. We sat down with Robin to talk...
by CreativeOne | Apr 24, 2018 | Insurance
CreativeOne is excited to team up with Brighthouse Financial. Contact your CreativeOne sales team at 800.992.2642 for details.
by CreativeOne | Apr 23, 2018 | Insurance
On Wednesday, April 18, the SEC proposed a best-interest standard for broker-dealers. Under this proposed standard, broker-dealers and associated persons would be required to adhere to the best interest of the client and to develop policies and procedures to mitigate...
by CreativeOne | Apr 19, 2018 | Breaking News
Here are some potential next steps for the Department of Labor’s case in the Fifth Circuit Court of Appeals. Many questions remain about the fate of the Department of Labor’s Fiduciary Rule following the Fifth Circuit’s opinion vacating the rule on March 15, 2018. Is...
by CreativeOne | Apr 16, 2018 | Breaking News, Insurance
Let’s do a compliance-inspired thought experiment. You met a married couple at a client seminar and have had a couple of follow-up meetings with them. Based on your initial discussions, it appears a fixed index annuity recommendation may be in their best interest, and...
