CreativeOnewww.creativeone.com - 2/27 - Creative Edge

How to choose a CRM platform

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 converting, and about maintaining those connections you make. Do you have the right customer… Read More

Related terms: Marketing



How to Improve Your SEO

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, like having a point, hold true. Take a look at these 5 Tips for Writing and SEO Optimization from… Read More

Related terms: Marketing



Help keep your clients exposed to equities with a level of protection

Tools for Your Clients to Understand How Shield Can Help.   Brighthouse ShieldSM Annuities are designed to help clients take advantage of the growth opportunities equities offer while providing a level of protection in down markets. These tools can help clients see it in action. Give your clients a “hands-on” lesson with the Shield Interactive… Read More


Now available: Protective® Guaranteed Income Indexed Annuity

New product available through CreativeOne: Protective® Guaranteed Income Indexed Annuity As part of our ongoing commitment to financial professionals like you who share in our mission of protecting financial futures, we are pleased to offer a new and exclusive indexed annuity that was carefully designed around your specific business model: Protective® Guaranteed Income Indexed Annuity,… Read More


Delaware Life Introduces Life Target Income 10

Delaware Life Introduces Life Target Income 10 It’s a flexible premium deferred fixed index annuity built for clients focused on retirement income planning and looking for guaranteed lifetime income. Delaware Life Target Income 10SM also delivers competitive accumulation potential and principal protection. Highlights include: There is no direct downside market risk to your money. Guaranteed… Read More


Nationwide: New multi-contract illustration enhancements

The Nationwide New Heights fixed indexed annuity illustrator has just been enhanced. Now you can show multiple index options by laddering contracts into ONE illustration. Download the new illustration guide below. DOWNLOAD THE GUIDE           Contact CreativeOne at 800-992-2642 to request a multi-contract illustration for your next case.         FOR… Read More

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3 Tips for Stellar Annual Reviews

You probably have yearly reviews for your clients. But are you getting the most out of them? Most agents and advisors make time to meet with their clients once a year, whether the client needs to talk or not. If everything’s going smoothly, you might not have a reason to meet per se, but it’s… Read More

Related terms: Marketing



$10 MM Producer Shares Secrets of Educational Course

Robin Hofheinz has worked in the financial field for more than 15 years. Recently, she’s found great success with our Simplify Your Retirement (SYR) course, which allows her to help her clients learn about various retirement income strategies. We sat down with Robin to talk about the exclusive CreativeOne program, how she came to believe… Read More


SEC Proposes New Rule for Broker-Dealers

On Wednesday, April 18, the SEC proposed a best-interest standard for broker-dealers. Under this proposed standard, broker-dealers and associated persons would be required to adhere to the best interest of the client and to develop policies and procedures to mitigate and disclose conflicts of interest. It would also prohibit BDs and associated persons from holding… Read More


You’re Invited: April 12 Women’s Empowerment Webinar

Join North American for an exciting webinar Empowered: Women and retirement Help women embrace increasing responsibility as financial decision-makers As of 2014, 96 percent of women 25 to 70 years old reported being at least partly responsible for making financial decisions in their households1. And it’s estimated that 90 percent of women will be solely… Read More

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