Mike MillerPresident and Partner - Creative Edge

Welcome Terry Pierce, Vice President, Annuity Sales

We’re excited to add a new player to our team. We’re always growing at CreativeOne. Please welcome Terry Pierce. Terry will serve as one of CreativeOne’s Vice President of Annuity Sales, and he’ll also oversee our external broker-dealer relationships. Terry has worked in the financial services industry for more than 12 years. He’s led sales… Read More


Diversified Financial Services. It’s more than you think.

We’re making changes to reflect the expanded role CreativeOne plays in the insurance and financial services industry. The insurance and financial services industry is evolving. As is CreativeOne. In order for organizations like CreativeOne to be successful, we must ensure our brand reflects our identity. Not only to comply with a changing regulatory landscape, but… Read More

Related terms: Breaking News



Insurance-Only Agent Solutions for the DOL Rule

GeoWealth launched its technology solution for insurance-only agents that enables them to document and support their recommendations as defined in the DOL’s best interest of clients’ section of the DOL fiduciary rule. CreativeOne has contracted with GeoWealth as the first adopter of the cutting edge software. Read the press release >> Connect with your CreativeOne… Read More


CreativeOne’s 5-Star DOL Plan

In order to remain compliant with the new Department of Labor (DOL) fiduciary rule, CreativeOne developed its 5-Star DOL Plan for the ease of transition. We suggest agents and advisors follow five easy steps to continue business without disruption. Get the plan >>


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


How the DOL Rule Can Benefit Your Business

60-day delay | 63-page delay document | 200,000 comments on the rule During this 30-minute DOL fiduciary rule webinar, you’ll learn: What changed with the delay and what didn’t. What the impartial conduct standards are and what they mean to you. What the status is of the transition best interest contract (BIC) exemption. How to… Read More