by CreativeOne | Dec 20, 2016 | Breaking News, Uncategorized
ChangePath announces the launch of its corporate Registered Investment Advisor (RIA) and plans to help investment advisor representatives (IARs) prepare for approaching DOL deadlines. As speculation and questions continue to stir with the DOL’s fiduciary rule,...
by CreativeOne | Dec 19, 2016 | Insurance, Products & Carriers
IMPORTANT INFORMATION – PLEASE READ CAREFULLY **American Equity Products Discontinued in California** As required by the state of California, sales for the following American Equity products will be discontinued effective December 30, 2016. Bonus Gold (INDEX-1-07)....
by CreativeOne | Dec 9, 2016 | Insurance
IMPORTANT: California product changes for New Heights and BCA Elevate California recently passed legislation that requires changes to annuity products currently available in the state. The regulatory changes place certain restrictions on fixed annuity surrender...
by CreativeOne | Dec 8, 2016 | Insurance, Products & Carriers
IMPORTANT: J.P. Morgan MOZAICSM Index (USD) will close for new business in Nationwide New Heights® fixed indexed annuities. The J.P. Morgan MOZAICSM Index (USD) has been one of the most popular indicies in Annexus history. Unfortunately, it will close for new...
by CreativeOne | Dec 7, 2016 | Marketing
Marketing your business is a continuous process. A few years ago, a mailed letter and invitation to a presentation along with a no-obligation lunch was a great way to reach prospects. Today, your clients probably pay more attention to email than paper mail. You need...
by CreativeOne | Dec 7, 2016 | Breaking News, Uncategorized
I am pleased to announce Martin Pfannenstiel has been hired as ChangePath’s director of business development. Martin will use his knowledge to help RIAs operate their businesses in a manner that optimizes client outcomes. Martin will also help RIAs control the...
by CreativeOne | Dec 6, 2016 | Marketing, Uncategorized
Have you noticed certain challenges that affect women when it comes to retirement income planning and savings? It’s important to know about these challenges, and create a strategy to combat them, so they may live a comfortable retirement. A startling insight: 70...
by CreativeOne | Nov 29, 2016 | Insurance, Marketing
We are pleased to announce Mike Miller has been hired as partner and president of CreativeOne. Mike will assume his role March 1, 2017, and will be a shareholder as well as a member of the CreativeOne board of directors. He will be responsible for annuity and life...
by CreativeOne | Nov 21, 2016 | Breaking News
Writing new business with CreativeOne has never been easier! With CreativeOne’s Annuity Solutions Pro, you now have access to FireLight, a multi-carrier e-application solution for handling your data collection and form submission. Benefits include: Spending less time...
by CreativeOne | Nov 18, 2016 | Insurance, Products & Carriers
A 3.1 % Special Interest Rate ON FG Guarantee-Platinum® 5 is Almost Here For a limited time, the interest rate on Fidelity & Guaranty Life’s FG Guarantee-Platinum ® 5 single premium fixed traditional will increase to 3.10%, guaranteed for five years....
