IUL Sales Tool – Tax-Smart Retirement

I was in your shoes. I’m a former NWM advisor who sold life insurance. Here’s a strategy I created and have shared with many advisors. This strategy has helped dozens of practices take their minuscule life insurance revenue and turn it into six-digit figures. Here’s why. If you’re not talking about the importance of tax… Read More


Eliminate Misleading Language by June 9

Eliminate Misleading Language and Retain Documents Sign Me Up>> In order to comply with the second Impartial Conduct Standard, we recommend reviewing your marketing materials and online collateral to identify any potential misleading statements. CreativeOne’s compliance department can help you identify what could be considered misleading. Join our training and development manager, Dennis Mattern, and… Read More


CreativeOne Adds OneAmerica® to its Carrier Arsenal

In order to provide a broader range of products and services, CreativeOne is expanding its asset-based, long-term care (LTC) offerings by representing an A+ rated* insurance and financial service organization, OneAmerica®. Unlike traditional LTC insurance, OneAmerica Care Solutions® are based on tangible assets (life insurance or annuities) that may be tapped to pay for care… Read More


Jeff Eisenhauer to Lead Client One into the Future

Please join me in welcoming Jeff Eisenhauer as the chief compliance officer and VP of operations of Client One. Jeff is the former vice president at VSR Financial Services and manager of brokerage operations at financial services firm TIAA-CREF Individual and Institutional Services LLC, where he was involved in creating, developing and leading a broker-dealer… Read More


Q&A with CreativeOne’s New President

Want to get to know CreativeOne’s new president, partner and CEO? We sat down with the man himself, Mike Miller, and asked him the questions we thought you’d like to know. Read on to learn more. Tell us about yourself and your professional background. I’ve been in the industry since 1989 when Mark Heitz, one… Read More


Step 5 of the 5-Star DOL Plan: Adhere to the Best Interest of Clients

Retirement Income Gap Planning Software Available through CreativeOne Sing Me Up>> To remain compliant with the DOL fiduciary rule, you must make recommendations in the best interest of your clients. What exactly does that mean? Let us tell you during this webinar. Join partner, Lance Sparks, and training and development manager, Dennis Mattern, Thursday, May… Read More


Be the Financial Partner Women Are Looking for

Turnkey Presentation. Empower Women. Underserved Market. Join the marketing programs manager, Jessica Scheuler, channel marketing manager, Sarah Williams, VP of annuity sales, Aaron Grady, and annuity business sales consultant, Brad Hawkinson, for an informative marketing webinar. Wednesday, May 24 11:30 a.m. CST 9:30 a.m. Pacific / 12:30 p.m. Eastern Sign Me Up! >> During this 30-minute Women and… Read More


4 Ways for Financial Advisors to Build A Better Website

If you haven’t invested much time, energy or resources into your site, you may be allowing your prospects to make early impressions of you that just aren’t accurate. The good news is that you can easily change the situation. These days, a website refresh isn’t costly or time consuming. However, it’s important that you get… Read More


Expanded E&O Insurance with Fiduciary Coverage: Do You Need It?

With the Department of Labor (DOL) fiduciary rule, CreativeOne suggests you expand your E&O coverage to include fiduciary coverage. As an active producer with CreativeOne, you can receive a preferred rate on your Errors & Omissions (E&O) insurance through our partnership with CalSurance. Improve the cash flow of your business Tiered coverage means you only… Read More


Introducing CreativeOne’s 5-Star DOL Plan

With the impending deadline of the Department of Labor (DOL) fiduciary rule fast approaching, it’s imperative to your business that you’re prepared. That’s where we come in—we have a plan. In order to remain compliant with the fiduciary rule, we suggest you follow five steps, which we will outline in the webinar. Join us Monday,… Read More


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