Breaking News Archives - Creative Edge

The GOP tax-reform proposal framework & CreativeOne

Nothing’s certain except death and taxes (maybe). At the end of September, the Republican Party’s leadership unveiled its framework for tax reform, a plan that lays out a roadmap without offering a specific plan (that’s for Congress to fill in with concrete language). But this is the starting point. Here’s what we know, and here’s… Read More

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Equifax: What You Should Know

September 15 2017

by CreativeOne - www.creativeone.com

By now, you’ve probably heard of the security breach at Equifax, one of the three major consumer credit-reporting firms. Consumers, understandably, are distressed. You may have already heard from some of your clients. If not, you probably will. Here are the main takeaways from the incident at Equifax: After public pressure, the company has eliminated… Read More

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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

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Breaking News: DOL Proposes to Extend the January Applicability Date of the Fiduciary Rule

The DOL is proposing to extend the January applicability date of the fiduciary rule by 18 months. The proposed delay would extend the transition period and delay of applicability from Jan. 1, 2018, to July 1, 2019. Watch for more details >> In a filing in the District Court of Minnesota, Labor Secretary Acosta told… Read More


ChangePath VP of Business Development Named 30 Under 30 by ThinkAdvisor

Martin Pfannenstiel, ChangePath’s vice president of business development, has been named one of ThinkAdvisor’s Life Health 30 Under 30. According to the magazine, “these millenials have made a mark, fast, despite having to put up with waiting in more lines, for longer, than about two-thirds of their peers.” Read the article to learn more about Martin… 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


News Release: CreativeOne Makes Updates to Tagline, Website

Changes reflect expanded role CreativeOne has within the financial services industry. Kansas City, Mo. (August 1, 2017) — Today, CreativeOne announces a refresh and unveiling of its corporate branding and updated website to support its new company vision. Since 1984, CreativeOne has operated as a successful independent marketing organization (IMO), working with insurance agents and… Read More


DOL Disclosures: Which One Will You Use?

Following the June 9 implementation of the DOL fiduciary rule, agents and advisors are required to provide appropriate disclosures. Disclosures will vary by carrier and producer. Currently there are two different routes in which carriers are looking to comply. Learn more about the disclosures >>  


Video: What’s the Latest on the DOL?

Stay up-to-date with breaking news videos about the DOL fiduciary rule and other important info to keep you informed. Watch now >>  


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