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Top Product Snapshot

November 14 2018

by CreativeOne - www.creativeone.com

Want your copy of the Top Product Snapshot? Complete the form and get instant access to our easy-to-read, printable snapshot of hot products, income riders and carrier ratings!


Take care of your clients this holiday season.

Use some of these tips and tricks to share the love with your extended family: your clients. November and December can be slow months for producers. People aren’t thinking about money, necessarily, unless they’re thinking about selfless donations or gift-giving budgets. That’s the way it should be; however, it doesn’t mean you have to be… Read More

Related terms: Marketing



Lottery winners might have a third option. Fixed annuities.

Everyone knows they have two options when they win the lottery. But what if there was a third one? Someone in South Carolina has a decision to make. That person won the Mega Millions jackpot — $1.54 billion dollars — and now has to decide what they’re going to do with it. They have two… Read More

Related terms: Breaking News



BREAKING: House passes the Family Savings Act

September 28 2018

by CreativeOne - www.creativeone.com

Here’s what you need to know about it. Last Thursday and Friday, the U.S. House of Representatives passed H.R. 6757, or the “Family Savings Act,” part of a three-bill package known colloquially as “Tax Reform 2.0.” The bills are “dead on arrival” in the U.S. Senate, according to CNBC Markets, but that might change going… Read More

Related terms: Breaking News



Using Facebook lookalikes and advanced lead-generation techniques.

September 17 2018

by CreativeOne - www.creativeone.com

Lead generation is the lifeblood of your business. We make it easy with Facebook. Facebook has changed the way it handles marketing and privacy by eliminating Partner Categories and direct access to third party data, but that doesn’t mean anything has changed in terms of how we can find you leads. In fact, our hypertargeting… Read More


Retirement updates to RMDs and MERPs from the Oval Office.

September 10 2018

by CreativeOne - www.creativeone.com

Trump signed an executive order on retirement savings. Here’s what you need to know. At the end of August, Donald Trump traveled to Charlotte, North Carolina, and signed an executive order asking the Labor and Treasury Departments to look into some changes that might affect your clients’ retirement income savings plans. It’s unclear how much… Read More

Related terms: Breaking News



Global Atlantic FIA Webinar Opportunities

You may have heard that our fixed index annuity lineup just got stronger! Get in the game – with our informational FIA webinars! Our informational webinars are designed to help you better understand the new features and benefits of our strengthened FIAs – Income 150+ SE, Choice Income II and Choice Accumulation II. I am… Read More


Let Our Groundbreaking Creative & Marketing Teams Guide You

We all know marketing can be a tough journey. Let us make the trip easier for you. CreativeOne provides the road signs and paves the way over rocky terrain toward success. Our unique value proposition makes you more future-savvy by providing you with the vast array of services you need. Your branding, with help from… Read More

Related terms: Marketing



Swing for the Flag!

The odds of hitting a hole-in-one on a par three are 12,500 to one. The odds of scoring a new lead at the 19th Watering Hole are much, much better. Gin up the buzz around town over your financial advisory practice with Hole in One, a creative marketing tool that generates qualified, affluent leads in… Read More

Related terms: Marketing



Endless Events: Your Creative Edge to Referrals and Client Appreciation

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 relationships are the key to human happiness. So, treat your clients to… Read More