by CreativeOne | Aug 18, 2015 | Uncategorized
At CreativeOne, we work to better the lives of others in any way we can. In 2003, CreativeOne teamed up with Heartstrings, an organization local to Kansas City. The organization employs adults with developmental disabilities, and provides them with opportunities for...
by CreativeOne | Aug 10, 2015 | Insurance
In my last article “Why Annuities are Appealing,” I described how the effect of the recession, corporate scandals and 9/11 left Millennials feeling distrustful of large institutions wanting to invest our money in the stock market and why we find annuities so...
by CreativeOne | Aug 10, 2015 | Insurance
Webinar: How will the DOL fiduciary proposal impact you? Wednesday, August 19, 2015 10:30 a.m. CDT 8:30 a.m. PDT | 9:30 a.m. MDT | 11:30 a.m. EDT The proposal is supposedly helping the clients; however, the DOL proposal is probably going to do just the...
by CreativeOne | Aug 3, 2015 | Marketing
Want better relationships with your current and prospective clients? e-Relationship is just the tool you need. Indisputably, the key to our industry is building relationships. Good client relationships lead to happier customers and thus more referral-based business....
by CreativeOne | Jul 17, 2015 | Marketing
Meet Bill (fictional)… Bill is a successful financial advisor in his late 40s. Over the years, Bill has learned that his clients are demanding a more sophisticated approach to communication. They’re becoming increasingly internet-savvy and want to stay in...
by CreativeOne | Jul 17, 2015 | Insurance
I know your time is valuable and when you’re working, you want to be focused on clients. But in order to drive sales, you need to think bigger and seek out new opportunities. That’s why we’ve created Power 10. They’re quick (literally 10 minutes!), hard-hitting,...
by CreativeOne | Jul 16, 2015 | Insurance
In the annuity world, the big buyers are men and women age 50 and up who are nearing retirement and looking for guaranteed retirement income. But have you ever considered the other end of the age spectrum? I’m 24 years old and have been in the work force for six...
by CreativeOne | Jul 14, 2015 | Insurance
So called “reverse discrimination” may be a good problem to have, but it is a problem nonetheless. In fact, for the highly compensated executive it can crop up in multiple places: retirement plans, group life insurance and group disability insurance to name a few....
by CreativeOne | Jul 14, 2015 | Marketing
I’ve worked at several ad agencies throughout my career and have never been part of a more innovative program that breaks the industry standard than CreativeOne’s Business Accelerator. It launched in January and is unlike anything I’ve seen before. Everyone knows...
by CreativeOne | Jul 13, 2015 | Marketing
Looking to throw an event that will be a touchdown with your clients? With fall and football season right around the corner, now is the time to start planning an event that will show your clients how much you appreciate them. Hosting client-appreciation events can be...
