Agency Building Archives - Page 2 of 7 - Creative Edge

The Rise of the 401(k)

March 1 2017

by Client One Securities

The financial services industry has seen dramatic and impactful change in the last couple of decades and that change has accelerated in the last few years. One of the most affected areas is the retirement planning universe. Traditional retirement savings plans—like pensions—have become almost entirely extinct and the 401(k) and similar alternatives have taken center… Read More


What are Diamond Leads?

Diamond Leads

With our exclusive lead generation program, Diamond Leads, we’ll get you in front of hundreds of the right prospects. All you have to do is run the leads and write the business! This turnkey seminar program requires a minimal time commitment, but provides a high volume of leads. You don’t even have to present the… Read More


Get Your Apps IGO and Get Paid for Online Apps

Writing new business with CreativeOne has never been easier! With CreativeOne’s Annuity Solutions Pro, you now have access to FireLight, a multi-carrier e-application solution for handling your data collection and form submission. Benefits include: Spending less time completing paperwork. Reducing not in good order (NIGO) issues. Getting contracts issued faster. Enhanced e-signature capabilities that offer… Read More


CreativeOne App Gets a Makeover

Remember how we told you about the new CreativeOne mobile app back in July? Well, it just got better. The responsive and mobile-friendly app has recently had a makeover and is now easier than ever to use. After listening to your feedback, we’ve optimized the app with new features and a new layout that helps you… Read More


Direct Lines Give Quicker Access to Your CreativeOne Teams

Call CreativeOne

As part of CreativeOne’s Agent Development Organization (ADO) philosophy, we’re always looking for ways to better serve you. Our unique value proposition makes you more successful by providing you with the vast array of services you need, and that includes streamlining our phones so you can reach your team faster. With this, you’ll get better… Read More


Nine Unique Event Ideas to Grow Sales

Are you looking for innovative ways to generate sales through your existing relationships and build loyalty in select social circles? Hosting well-thought-out and well-planned events can be a great way to gather individuals interested in your services to network with like minds in a comfortable, enjoyable environment. Create memorable occasions that provide opportunities to cultivate… Read More


The Blitz: Don’t Get Declined, Use a Proper Design

The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions.   Upcoming Webinars Client profile:… 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


Gain More Exposure with Our TV Spot

As the only Agent Development Organization (ADO) in our industry, CreativeOne knows one size doesn’t fit all. Our unique value proposition makes you more successful by providing you with the vast array of services you need, including professionally produced media. Have you ever considered using television as part of your marketing plan? We have a… Read More


Need Referrals? Get Them with Endless Events

Summer is here, so what better time is there than now to show your clients how much you appreciate them? The bonus of hosting such an event? Referrals! How? By inviting your top clients to fun events and encouraging them to bring their friends, you’ll potentially gain new business. CreativeOne’s Endless Events program helps you… Read More