by CreativeOne | Feb 5, 2014 | Insurance, Marketing, Uncategorized
Continuing education is a critical part of a producer’s practice and a great way to maximize your potential. It is also important to communicate your credentials to clients and prospects through the use of professional designations. But not all industry education...
by CreativeOne | Jan 28, 2014 | Insurance, Uncategorized
The Annexus Research Institute has unveiled a new web-based tool that demonstrates the impact of balanced allocation annuities on a client’s or prospect’s portfolio. Efficient Frontier, powered by Ibbotson Associates, allows users to model select...
by CreativeOne | Jan 28, 2014 | Insurance, Products & Carriers
As the transition from Aviva USA to Athene continues, the company announced that it is keeping the Creating Agent Retirement Earnings (CARE) deferred compensation program. For 2014, Athene is making it easier to qualify, adding tiers to reward performance and...
by CreativeOne | Jan 24, 2014 | Insurance, Products & Carriers
In his latest Annexus Research Institute White Paper, “Healthy Skepticism,” Rex Voegtlin explains why you should be skeptical of index algorithms based on “cherry-picked” historical returns.
by CreativeOne | Jan 23, 2014 | Insurance
Ever wonder who’s watching your back in the fixed indexed annuity industry? Who looks out for YOU to make sure you can continue providing reliable retirement savings products to your clients? Fortunately there is someone — the National Association for Fixed...
by CreativeOne | Jan 21, 2014 | Insurance, Products & Carriers
The BalancedChoice 8 and BalancedChoice 10S annuities are now available for sale in Ohio! With a low interest rate environment and economic uncertainties now the norm, your clients are looking to you to help them accumulate and generate income in these uncertain...
by CreativeOne | Jan 15, 2014 | Insurance, Marketing
Today we launched a new era of service to independent producers. Today we introduced our OneTeam, OneVoice and OneVision concept to the annuities, life insurance and securities industries. Today we unveiled CreativeOne. As you are aware, Will Moneymaker and I...
by CreativeOne | Dec 19, 2013 | Marketing
Another year has come and gone. Did you connect with your clients as much as you hoped? Maybe you had good intentions but struggled to find the time in the midst of appointments, presentations and continuing education. To grow your practice, you must build strong...
by CreativeOne | Dec 3, 2013 | Insurance
Read Part I of this article here. AARP’s premise: “Social Security Generates $1.4 Trillion in Economic Activity and Supports More Than 9 Million Jobs.” [AARP Press Center, October 1, 2013](1) Fact: Social Security paid out $775 billion in retirement, survivor, and...
by CreativeOne | Nov 21, 2013 | Insurance
Do you have grandparents looking for ways to financially help their grown children or grandchildren? Next time you meet with those clients, offer a way they can help provide an income stream for their child’s retirement and an incentive for a grandchild to finish...