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 10, 2016 | Insurance
Life’s unpredictable. That’s why we help everyday people improve their odds and reduce the impact of external risks. We work to protect a client’s financial plan. In our profession, we spend a great deal of time anticipating and predicting the unforeseen and how...
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 6, 2016 | Insurance
Have you looked at John Hancock’s Term Insurance portfolio? There is really something for everyone here, including great prices and the Vitality Platform. John Hancock has sweetened the deal for producers by launching an inventive trip: The 2016 John Hancock...
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...
by CreativeOne | Jun 2, 2016 | Insurance, Products & Carriers, Uncategorized
It Depends. We’ll Help You Find It. With the speculation surrounding the DOL’s decisions, it’s never been a better time to rely on Annuity Solutions PRO. CreativeOne’s proprietary web-based database includes the most complete and up-to-date product information...
by CreativeOne | Jun 2, 2016 | Products & Carriers, Uncategorized
The “value proposition” of Guaranteed Universal Life contracts continues to improve with the addition of a “best in class” liquidity rider to Mutual of Omaha’s GULS contract. It is available for sale effective today, June 1st, and brings...
