Practice Management Archives - Page 2 of 15 - Creative Edge

The Write Stuff

Writing a book makes you an authority. Not everyone can write a book. Not even most people can. But, if you take the time, it might not be as painful as you think, and the rewards could be substantial. We each come to success by our own paths, and a path is a journey, and… Read More


PTE 84-24: How to Obtain Commissions Information

In order to assist you in complying with the requirements of PTE 84-24 for your qualified annuity sales, CreativeOne is offering its agents two options on how obtain commission information to fulfill the necessary information on the PTE 84-24 Disclosure. Along with many insurance carriers, CreativeOne offers a generic PTE 84-24 disclosure available for your… 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


DOL-Related Webinars

In light of the new fiduciary rule, we encourage agents and advisors to stay out in front of the updates by attending informative webinars with the latest information pertaining to the DOL regulation. Register now for an upcoming session >>  


CreativeOne’s 5-Star DOL Plan

In order to remain compliant with the new Department of Labor (DOL) fiduciary rule, CreativeOne developed its 5-Star DOL Plan for the ease of transition. We suggest agents and advisors follow five easy steps to continue business without disruption. Get the plan >>


IUL Sales Tool – Tax-Smart Retirement

I was in your shoes. I’m a former NWM advisor who sold life insurance. Here’s a strategy I created and have shared with many advisors. This strategy has helped dozens of practices take their minuscule life insurance revenue and turn it into six-digit figures. Here’s why. If you’re not talking about the importance of tax… Read More


Be the Financial Partner Women Are Looking for

Turnkey Presentation. Empower Women. Underserved Market. Join the marketing programs manager, Jessica Scheuler, channel marketing manager, Sarah Williams, VP of annuity sales, Aaron Grady, and annuity business sales consultant, Brad Hawkinson, for an informative marketing webinar. Wednesday, May 24 11:30 a.m. CST 9:30 a.m. Pacific / 12:30 p.m. Eastern Sign Me Up! >> During this 30-minute Women and… 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