Uncategorized Archives - Creative Edge

Introducing the New PIMCO Global Optima Index

The Index offers a powerful combination of global diversification and enhanced return potential.1 It is managed by Pacific Investment Management Company LLC (PIMCO), one of the world’s leading investment managers with extensive experience in rules-based strategies. 3 Key Features of the PIMCO Global Optima Index™ 1. Upside Growth Potential through global diversification 2. Smart Beta… Read More


What Is “Content Marketing?”

So, what is content marketing exactly? Content marketing is, defined by the Content Marketing Institute: Con•tent Mar•ke•ting noun a strategic marketing approach on creating and distributing valuable, relevant and consistent content to attract and retain a clearly defined audience.1   This means that you are creating content—guides, blogs, infographics—that is thought-provoking and targeting towards a… Read More


Miles to go: What does the future hold for the fiduciary concept?

Initial path So much ground has been traveled in the last seven years leading to our current “partial” implementation of the Department of Labor’s (DOL) fiduciary rule, we may have forgotten how it came about or we are bored to the point of tears in hearing it regurgitated. At the risk of the latter, let… Read More


Life Insurance Can Change Lives—Ask Sarah W.

Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More


Why Do Consumers Hate Annuities?

CreativeOne + The American College of Financial Services

Turning retirement savings into retirement income is a challenging proposition, but consumers seem to want it more and more. The problem? They’re hesitant to fully embrace annuitization strategies. How do you address this challenge? Despite wanting guaranteed income during retirement, annuity adoption still lags. During this webinar, we’ll discuss: Specific challenges facing the annuity industry…. Read More


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