by CreativeOne | Jul 18, 2018 | Marketing
Socializing is networking and networking is new business. What’s the best, no-pressure way to gather many of your clients together all at once and get them to bring their friends? Endless Events. The longest running social science study ever at Harvard found that...
by CreativeOne | Jul 9, 2018 | Insurance, Products & Carriers
For a limited time, Fidelity & Guaranty Life® is offering 3.80% for the FG Guarantee-Platinum® 5, a single premium fixed deferred annuity for new contracts issued on or after July 9, 2018. This rate is subject to change at our sole discretion at any time. This...
by CreativeOne | Jun 29, 2018 | Breaking News
6/28/2018 On June 21, 2018, the 5th Circuit Court of Appeals ruling that the Department of Labor (DOL) had exceeded its authority in issuing its fiduciary rule was officially vacated. This means that the Fiduciary Rule has been revoked in its entirety and is no longer...
by CreativeOne | Jun 27, 2018 | Insurance, Products & Carriers
*As of July 1, 2018; rates are subject to change. RATE INCREASE: Act now! 4.10% – CBLA 7 3.80% – CBLA 5 3.10% – CBLA 3 In addition to the guaranteed interest rate*, these Single Premium Multi-Year Guaranteed Rate Annuities also provide: 10% free withdrawals...
by CreativeOne | Jun 25, 2018 | Insurance
Roger Ibbotson’s latest white paper declares FIAs may be a better bond alternative for clients approaching retirement. Now there’s a new client brochure that demonstrates how his behavioral finance research was applied to an index designed to offer the potential for...
by CreativeOne | Jun 18, 2018 | Insurance
Its National Annuity Awareness Month! This means it is a great time to spread your #AnnuityAwareness. For example, data shows pre-retirees who feel most prepared for retirement are 10x as likely to have an annuity in their financial portfolio.1 Join the online...
by CreativeOne | Jun 18, 2018 | Marketing
Facebook’s changing. Here’s what you should know. Facebook’s changing some of its privacy policies, and changing the way advertisers can target consumers. What does this mean to you? You shouldn’t see much of a change when you do a Facebook seminar through...
by CreativeOne | Jun 12, 2018 | Marketing
Don’t lose sight of your customers. When you’re a small business owner running your own financial services company, you have to wear all of the hats. That includes marketing and customer relations. It’s not just about leads alone — it’s about...
by CreativeOne | Jun 11, 2018 | Marketing
You might be making these common SEO mistakes. Search Engine Optimization, known in marketing circles as SEO, means writing, but not for people—SEO is about writing for computers. That’s an entirely different way of thinking, although some principles,...
by CreativeOne | Jun 7, 2018 | Insurance, Products & Carriers
Athene Agility Coming June 11, 2018 Help clients open doors to retirement possibilities. Athene Agility gives your clients the flexibility to plan for future income needs. And you can do more of what you do best — deliver the solutions that meet your clients’ needs....
