Technology / Software Archives - Page 2 of 5 - Creative Edge

Webinar: Do Your Clients Know When They Can Retire?

Do your clients know when they can retire comfortably? Are you able to provide your clients with a detailed picture of their retirement income? Are you able to show your clients when they can retire with stability? Are you able to accurately show your clients the impact of … Taxes Inflation Risk exposure … on the future of their… Read More


Can’t Find Your Business on Google? We Can Help.

Consumers are increasingly turning to the Internet to find information on local businesses just like yours. If your online assets aren’t claimed, there’s a good chance they can’t find you. Not ideal, right? With CreativeOne’s SEO Local Spark, we’ll ensure you show up when consumers are searching for you and your services online. First, we’ll… Read More


Social Media Elite Package Enhanced, Prices Lowered

Your online presence is far more than just having a website. Today’s fast-paced, ultra-connected business world requires a comprehensive Internet marketing plan that incorporates multiple essential elements. Enter the new and improved CreativeOne Social Media Elite program, with three packages to choose from. We’ve tweaked the offerings and lowered the prices on all options, so… Read More


ChangePath: Your Total Solution Has Arrived

If you’re a wealth management firm looking to integrate insurance within your practice, ChangePath is the solution you’ve been waiting for. As a turnkey asset management platform (TAMP), ChangePath provides a unified managed household approach that illustrates the overall impact of fixed indexed annuities (FIAs) into the Modern Portfolio Theory. Utilizing ChangePath will help grow… Read More


Gains Below the Line: A Conversation on the Strength of the FIA

Do market movements have your clients concerned about their bottom line? What if you could show them a way to capture the gains below the line? One of our most popular presentations dramatically illustrates the value of achieving ‘gains below the line’ with the annual “ratchet and reset” feature of the fixed indexed annuity. Contact… Read More


AG 49 Phase 2 to Bring More Changes

Just as the dust has started to settle from Phase 1 of Actuarial Guideline XLIX—better known as AG 49—more changes are coming with Phase 2, effective March 1, 2016. Originally, AG 49 was adopted to provide more uniformity and consistency within the illustrations used to promote the sale of indexed universal life (IUL). To accomplish… Read More


CreativeOne Adds New Studio

CreativeOne recently made a significant investment in its media offerings to agents: a brand-new, full-service audio and video studio, MediaOne. As an Agent Development Organization (ADO), we know one size doesn’t fit all, and we want each agent to stand out on their own, which is where the new studio comes in. With custom videos,… Read More


CreativeOne Offers First-To-Market Turnkey Asset Management Platform for Fixed Indexed Annuities to RIAs

ChangePath Next-Gen TAMP

CreativeOne is excited to announce it has partnered with ChangePath, a next-generation turnkey asset management platform (TAMP). This exclusive opportunity gives CreativeOne producers a competitive advantage because we’re the only agent development organization bringing this to the market. ChangePath’s groundbreaking technology brings together actuarial product development, insurance professionals, third-party asset managers, sub advisors and principal owners of large… Read More


Income Maximizer Virtual Training Event

Do you keep things simple enough? What’s your answer if a client asks you “What if I retire later?” What do you do when your client says “no”? How do you show the power of indexed annuities, life or LTC? Don’t let sales fall this fall … make sure you’re getting the most out of… Read More


Three Easy ways to Make a Good Impression on LinkedIn Groups

Making a good impression online is just as important, if not more, as making a good impression offline. The difference is your online impression is documented and can be reviewed after it happens. To ensure you make a good online impression among your peers in LinkedIn Groups, follow these three easy steps … 1. Follow… Read More