Legislation Archives - Creative Edge

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.    


Miles to go: What does the future hold for the fiduciary concept?

Initial path So much ground has been traveled in the last seven years leading to our current “partial” implementation of the Department of Labor’s (DOL) fiduciary rule, we may have forgotten how it came about or we are bored to the point of tears in hearing it regurgitated. At the risk of the latter, let… Read More


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


How Carriers Are Doing Business in a Post-DOL Fiduciary Rule World

CreativeOne has obtained information from our carriers for both annuity and life insurance on how to conduct business in the post-DOL fiduciary rule landscape. Carriers we work with: AIG Allianz American Equity Investments American General American National Athene AXA Brighthouse Financial Delaware Life EquiTrust Fidelity & Guaranty Life Foresters Financial Global Atlantic Financial Group Great… Read More


Eliminate Misleading Language by June 9

Eliminate Misleading Language and Retain Documents Sign Me Up>> In order to comply with the second Impartial Conduct Standard, we recommend reviewing your marketing materials and online collateral to identify any potential misleading statements. CreativeOne’s compliance department can help you identify what could be considered misleading. Join our training and development manager, Dennis Mattern, and… Read More


Step 5 of the 5-Star DOL Plan: Adhere to the Best Interest of Clients

Retirement Income Gap Planning Software Available through CreativeOne Sing Me Up>> To remain compliant with the DOL fiduciary rule, you must make recommendations in the best interest of your clients. What exactly does that mean? Let us tell you during this webinar. Join partner, Lance Sparks, and training and development manager, Dennis Mattern, Thursday, May… 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


Introducing CreativeOne’s 5-Star DOL Plan

With the impending deadline of the Department of Labor (DOL) fiduciary rule fast approaching, it’s imperative to your business that you’re prepared. That’s where we come in—we have a plan. In order to remain compliant with the fiduciary rule, we suggest you follow five steps, which we will outline in the webinar. Join us Monday,… 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


Get to the Hill. Get on Top of Fixed Annuity Issues

Join us in Washington, D.C. June 21-23 As one of our most valued agents, we’re asking you to join us at NAFA’s seventh annual Annuity Leadership Forum. For years, this premier industry event was open only to insurance carriers and IMOs, but now, you have the chance to participate and make your voice heard on… Read More