Uncategorized Archives - Creative Edge

ChangePath VP of Business Development Named 30 Under 30 by ThinkAdvisor

Martin Pfannenstiel, ChangePath’s vice president of business development, has been named one of ThinkAdvisor’s Life Health 30 Under 30. According to the magazine, “these millenials have made a mark, fast, despite having to put up with waiting in more lines, for longer, than about two-thirds of their peers.” Read the article to learn more about Martin… 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 >>  


Carrier-Specific Information for the DOL Rule

CreativeOne has been working diligently with our core carriers to obtain their requirements for June 9 through December 31, 2017. Each carrier may have different requirements and standards to show compliance. See how each carrier has prepared for the latest DOL changes >>  

Related terms: Uncategorized



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 >>


Tax Tips: 1040 Overlays & Bigger Life Sales

It’s never too early to start thinking about taxes and helping your clients implement strategies to minimize their tax burden. Often times, your client’s 1040 is a roadmap of life-changing events that can lead to powerful life sales and valuable insight that’s often only viewed by accountants and/or spouses. The tax return is a consolidated… Read More

Related terms: Uncategorized



Jeff Eisenhauer to Lead Client One into the Future

Please join me in welcoming Jeff Eisenhauer as the chief compliance officer and VP of operations of Client One. Jeff is the former vice president at VSR Financial Services and manager of brokerage operations at financial services firm TIAA-CREF Individual and Institutional Services LLC, where he was involved in creating, developing and leading a broker-dealer… Read More


What’s a TAMP?

ChangePath: Investment Platforms 101

Many agents and advisors haven’t heard of turnkey asset management platforms (TAMPs). And, unbeknownst to some investment advisor representatives in larger firms, they unknowingly have limited exposure to a TAMP. Have you been exposed? Do you know what a TAMP can do for independent advisors? Let’s discuss … TAMPs Create Efficiencies TAMPs* provide advisors a complete… Read More