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

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


Annuity Solutions Pro Now Offers Firelight

What is Firelight? Firelight is a multi-carrier e-application solution handling your data collection and form submissions. Designed to deliver “In Good Order” (IGO) applications directly to carriers, Firelight not only sends forms to carriers, but also feeds CreativeOne’s internal new business systems. Intelligence is built into the forms (maintained by the carriers) to handle logic and… Read More


Old-School Agents Need to Embrace Technology

I have talked to many agents throughout my career about how technology can revolutionize their practice. The feedback I get from the older agent is usually the same: “I’m old school and don’t need a website.” “My website that hasn’t been updated in eight years is fine.” “I don’t need social media. My clients don’t… Read More


Sequence of Returns Calculator Generates Leads

The ability to retire: the ultimate dream Americans spend their whole lives working toward. A time free from financial worry, a time when they’ll be able to do whatever they want, whenever they want … yet market volatility can create a type of risk that can derail an unprepared retirement income portfolio. That risk is… Read More


Keep Up with the Latest Industry News

As an Agent Development Organization (ADO), CreativeOne strives to keep you in the know of the latest industry news, including new products and trends. With our Top Product Snapshot, you’ll gain instant access to this quick reference snapshot that includes: Hot products. Top-product features. Income riders. Carrier ratings. Our Top Product Snapshot makes staying up-to-date… Read More


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