March 2019 - Creative Edge

#LifeHack – New 4% Rule by AIG

Need help explaining to your clients exactly how much they should be targeting to save for a comfortable retirement?  We all love things that make our jobs easier and faster… This new iteration of the “4% Rule” shows you how to assist your clients in planning their ideal savings for retirement in a few quick… Read More


Stay Above Board with Your Social Media

March 19 2019

by Kati Hess

Social media is the name of the game these days. Recently, LinkedIn found that 81% of all small and medium businesses use some kind of social platform. And while social media is known for being a seamless and fast form of communication, it also brings with it a level of record-keeping for financial advisors. FINRA… Read More


How to Implement a Formal Referral Program

We’re already three months into 2019. Are you on track to hit your new client goals for the first part of the year? If your answer is no, you’re not alone. The good news is you still have time to get on track and hit your growth objectives. One way to acquire new clients is… Read More


Reach more people with Facebook groups

Facebook now lets you join groups using your business’s page. It seems like a small change, but the implications are huge — you can now join a local group using your business’s page. Here is Facebook’s statement on the change: We’ve heard from people that engaging with public figures, non-profits, publishers, and businesses in a… Read More


F&G Shakes It Up With a Bold New Identity

A leading provider of annuities and life insurance to over 700,000 Americans, unveiled a distinctive and innovative corporate identity program highlighting the company’s commitment to raise its visibility in the financial marketplace and reinforce how it stands out from competitors. The cornerstones of this program include the decision to simplify their name from Fidelity &… Read More