by CreativeOne | Jul 13, 2017 | Insurance
The outsourced investment management approach began ever so slowly, but as the industry responded to the challenges and regulations of recent years, advisory firms embracing turnkey asset management platforms (TAMPs) has reached critical mass. How many are embracing...
by CreativeOne | Jul 13, 2017 | Insurance
As a former producer, earning CE credits is a necessary chore for our profession. How many times have you sat in a class and thought … how is this relevant to my practice? How will this help me grow my business? Your time is limited. What if you could attend CE...
by CreativeOne | Jul 10, 2017 | Marketing
Writing a book makes you an authority. Not everyone can write a book. Not even most people can. But, if you take the time, it might not be as painful as you think, and the rewards could be substantial. We each come to success by our own paths, and a path is a journey,...
by CreativeOne | Jul 10, 2017 | Marketing
On Twitter, companies can work on building their brand and creating a new image for their company. They can handle public relations nightmares or build current promotions. Through Twitter, companies can drive traffic to their website or blog. At the same time,...
by CreativeOne | Jul 7, 2017 | Insurance
Barron’s, one of America’s top financial newspapers and magazines, recently published its seventh-annual review of the most competitive annuity products in the marketplace focusing on providing guaranteed income for life. It highlights the 50 most competitive products...
by CreativeOne | Jun 15, 2017 | Marketing
You’re not the only insurance or financial advisor in your area, and a large part of your business comes from getting out there and promoting yourself. One of the best ways to do this is through digital marketing. You may already know that your website is like your...
by CreativeOne | Jun 15, 2017 | Products & Carriers
CreativeOne has obtained information from our carriers for both annuity and life insurance on how to conduct business in the post-DOL fiduciary rule landscape. Carriers we work with: AIG Allianz American Equity Investments American General American National Athene AXA...
by CreativeOne | Jun 14, 2017 | Products & Carriers
In order to assist you in complying with the requirements of PTE 84-24 for your qualified annuity sales, CreativeOne is offering its agents two options on how obtain commission information to fulfill the necessary information on the PTE 84-24 Disclosure. Along with...
by CreativeOne | Jun 12, 2017 | Marketing
Take Advantage of Our Social Media Elite Program Nurture Client & Prospect Leads | Affordable Packages | Social Media Management Join me, the marketing programs manager, content strategist, Alexis Daley, and VP of annuity sales, Frank Jaksa, for an informative...
by CreativeOne | Jun 9, 2017 | Breaking News, Insurance, Uncategorized
Following the June 9 implementation of the DOL fiduciary rule, agents and advisors are required to provide appropriate disclosures. Disclosures will vary by carrier and producer. Currently there are two different routes in which carriers are looking to comply. Learn...
