Breaking News Archives - Page 2 of 5 - Creative Edge

New Year’s Resolutions and Revolutions – Part 2

President Trump, while certainly not Mark Twain or Will Rogers, has made a mark with his coined phrases. “Fake news” looks to have substantial life ahead of it. Look at the visceral responses it invokes. Partisans to the right have “trumpeted” the phrase, while leftwing partisans, and much of the established media, decry it. News… Read More

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Update from Allianz on the DOL Fiduciary Rule

Update on DOL fiduciary rule I am writing you today to give you an important update relating to the Department of Labor (DOL) fiduciary rule. Last December, in an email to all Allianz PreferredSM agents, we mentioned that we would be implementing a pilot program through which we would select a limited sample of submitted… Read More


New Year’s Resolutions and Revolutions – Part 1

Predictions are all the rage at the artificial divisions carved by our Gregorian calendar, but they are also a stern master. I wish I had the qualities of a seer, but on topics like the economy and what advisor business will be like next year, the best minds will often be off target. Albert Einstein… Read More


North American introduces CapitalElite

  Capitalize on time clients have left until retirement If clients are approaching retirement and need to play catch-up, you can help them capitalize on the time they have left with the new CapitalEliteSM fixed index annuity from North American. Clients can choose from a fixed account or index account. While clients aren’t actually able to… Read More


Full DOL rule delayed. What does this mean for you?

The Department of Labor has officially announced the 18-month extension for the start of key provisions of the fiduciary rule. Join us for this interview with Andrew Payne, General Counsel at CreativeOne as we break down: What’s delayed. What’s STILL in effect…and your requirements. What this means to you and your practice.    


A successful company isn’t just profitable. It’s also compassionate.

November 14 2017

by CreativeOne - www.creativeone.com

It’s not just about the work. It’s also about giving back to the community. This summer, as part of its effort to provide more and better outreach to the community, CreativeOne started an internal committee, Creative Cares, and tasked it with organizing the company’s charitable initiatives. The first chairman of the committee, David Shopmaker, is… Read More

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Welcome Terry Pierce, Senior 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 Senior 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… Read More


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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