by CreativeOne | Dec 9, 2015 | Insurance
The Sale Many advisors immediately think of a death benefit and a term insurance solution when processing a key person case. A more nuanced approach, however, uncovers many other aspects to consider and solutions besides the 10-year-term contract. Consider some of the...
by CreativeOne | Dec 4, 2015 | Insurance
<!– National Association for Fixed Annuities –> Join NAFA’s Executive Director, Chip Anderson, for a comprehensive review of NAFA’s 2015 key initiatives as well as details on NAFA’s strategic approach for 2016. Thursday, December...
by CreativeOne | Nov 23, 2015 | Insurance
Big changes to Social Security are set to take effect in 2016. The Bipartisan Budget Act of 2015, passed by Congress and signed into law by President Obama on October 30, 2015, will dramatically impact two Social Security claiming strategies: restricted application...
by CreativeOne | Nov 20, 2015 | Insurance, Products & Carriers
An income base that can roll up each year … so, what’s new about that? How about: One that can roll up by 250% of the interest earned for the year, prior to the first withdrawal? One that may continue to roll up by 150% of interest earned for the year after the...
by CreativeOne | Nov 20, 2015 | Marketing
What if there was a proven dinner seminar service system that helped build your business AND did most of the administrative work for you, including planning and set up? There is! Introducing … Forked. This program is designed to take care of everything so you can...
by CreativeOne | Nov 18, 2015 | Marketing
CreativeOne has developed a scalable, performance-based appointment-setting program for producers designed to take prospective clients from names on a list to in-person appointments. Converting leads and prospects isn’t easy, but to meet your business goals, your...
by CreativeOne | Nov 18, 2015 | Marketing
Social events are fun, and are a great way to get in front of many of your clients all at once, treat them to a good time and meet their friends. If done right, these events can then potentially bring you new business in the form of current clients’ referrals....
by CreativeOne | Nov 17, 2015 | Insurance
Do you Understand the Difference between BOES and SERPs? Do You Know When to Recommend one Over Another? CreativeOne works in conjunction with the business experts at Principal® Financial Group. They live and breathe Executive Bonus Plans (BOES) and Supplemental...
by CreativeOne | Nov 12, 2015 | Insurance, Products & Carriers
For a limited time, Fidelity & Guaranty Life is increasing the initial interest rate for the FG Guarantee-Platinum® 5, a single premium fixed deferred annuity. This is for new contracts issued on or after November 30, 2015. This rate is subject to change at our...
by CreativeOne | Oct 28, 2015 | Insurance
During the recent National Association for Fixed Annuities (NAFA) Annuity Distribution Summit in Coral Gables, Florida, I, along with CreativeOne president Mike Tripses, engaged with other industry leaders in our continued efforts to fight against the Department of...
