Training Archives - Creative Edge

How Can You Get Paid Faster?

No one wants to go back to their client for more information. By submitting clean business, we can also get you paid faster. Not all paperwork is completed equal. We’d like to tell you red tape doesn’t matter, but it does — and it can make the difference between being paid after 20 days (our… Read More


‘Active relationships’ help producer sell $20 million in annuities

As a top producer, Liz Cornell shares her story and her secrets for success: working hard and being honest. Liz Cornell lives in Lake County, Florida, near Fruitland Park, not far from where she went to high school. At age 30, she’s one of the youngest top producers in the insurance industry — she writes… Read More


5 Ways to Create & Curate Successful Content on Twitter

Twitter recently celebrated its 10th birthday as a social media website. Over the years, Twitter has been an innovator in connecting business and customers. From allowing immediate customer feedback to growing a business, Twitter is a key tool for financial advisers today. Through the right techniques, business owners can expand their geographic reach, find new… Read More


Nationwide New Heights Webinar

This exclusive webinar will discuss all the features that positioned New Heights® as one of the fastest-growing FIAs in the industry, including: Join us at this webinar on: Wednesday, August 9 2:30 p.m. EDT 1:30 p.m. CDT 11:30 a.m. PDT REGISTER TODAY » A 6.28% compound annual return with the new J.P. Morgan Mozaic IISM… Read More


Earn CE Credits & Boost Insurance Opportunities

As a former producer, earning CE credits is a necessary chore for our profession. How many times have you sat in a class and thought … how is this relevant to my practice? How will this help me grow my business? Your time is limited. What if you could attend CE classes that also delivers ideas… 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


Annuity Solutions Pro Now Offers Firelight

What is Firelight? Firelight is a multi-carrier e-application solution handling your data collection and form submissions. Designed to deliver “In Good Order” (IGO) applications directly to carriers, Firelight not only sends forms to carriers, but also feeds CreativeOne’s internal new business systems. Intelligence is built into the forms (maintained by the carriers) to handle logic and… Read More


Stay on Top of Your Game with CreativeOne’s Income Series

Short on time, but crave the latest to stay on top of your game? You’re invited to view our library of powerful webinars where you’ll learn about the latest industry topics at a time that fits your busy schedule! What better way to maximize your time? Take a listen and learn! Income Series 101: Accessing… Read More


Download The Barron’s 2016 Best Annuities Chart

Barron’s, one of America’s top financial newspapers and magazines, recently published its sixth-annual review of the most competitive annuity products in the marketplace focusing on providing guaranteed income for life. Within Barron’s chart, the publication highlights the 50 most competitive products available today, comparing and contrasting the primary income annuity alternatives including variable annuities, deferred… Read More


6 Common Compliance Questions Answered

Vital to your business, yet painstakingly time-consuming and complex, compliance is an essential function of your business. While it can seem like being compliant is an inefficient use of your time and gets in the way of “real work,” it is actually one of the most important safeguards for your company. To help you understand… Read More