by CreativeOne | Feb 7, 2013 | Marketing
So much time, energy and money can be spent simply getting in front of prospects as you work to grow your business. With that kind of initial investment, a face-to-face meeting with a potential client is a true make or break situation. At this point, you need to be...
by CreativeOne | Jan 25, 2013 | Insurance
Last spring, Creative’s Chief Information Officer, Robert Wingerter, gave a rousing presentation to our elite Tailor Made producers about the importance of evolving technology in the advisor’s business. He highlighted the growing number of agents who were integrating...
by CreativeOne | Jan 16, 2013 | Insurance
Are you a producer writing the BalancedAllocation Annuity® (BAA) 10 in Florida, Ohio, South Caroline or Texas? Don’t miss out on a great opportunity to earn a commission bonus on your production. Applications received between January 2 and March 1 (if funded and...
by CreativeOne | Jan 9, 2013 | Insurance
One of the most common requests I receive from my agents is for a simple, easy-to-explain, and easy-to-illustrate idea for helping clients understand exactly why they’re being presented with an annuity solution for their financial needs. For your next client who has...
by CreativeOne | Jan 9, 2013 | Insurance
You’ve heard it time and again from clients. You’ve read about it in dozens of articles and publications. There’s even statistical evidence to support it. All in all, you’re bombarded with the fact that clients today are concerned with income – particularly the...
by CreativeOne | Jan 9, 2013 | Marketing
Life is full of challenges. In fact, sometimes it seems as though there’s one around every corner. And if we’re not paying attention, it’s easy to be so distracted by these issues that a myriad of opportunities to accomplish the unthinkable might pass us by. This...
by CreativeOne | Jan 8, 2013 | Insurance
As children, we’re repeatedly told that the world is our oyster, and that we can be anything we want to be if we just put our best foot forward. After all, how many of us envisioned growing up to be professional athletes, musicians or entertainers? It wasn’t that we...
by CreativeOne | Jan 8, 2013 | Insurance
As you and all of your business owner clients know, getting started on your own is accompanied by taking a risk. Business success is hardly a sure bet, but taking appropriate precautions and planning carefully can help minimize the potential for obstacles that could...
by CreativeOne | Jan 8, 2013 | Insurance
There is so much heat and so little light in the debate over how to avoid the “fiscal cliff.” I recently watched a Sunday morning news show in which the anchor played footage showing Speaker Boehner saying that tax rates should not be raised, and then watched her pose...
by CreativeOne | Jan 8, 2013 | Insurance, Products & Carriers
You’re probably familiar with the old saying, “He who fails to plan is planning to fail.” It seems true enough. Whether it’s hosting a birthday party, building a house or preparing for retirement, you wouldn’t think of walking through life with your eyes closed hoping...
