Uncategorized Archives - Page 2 of 9 - Creative Edge

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


When It Comes to Dinner Seminars, Location is Everything

Always follow best practices. You hear this all the time, but the thing is, when you do, you find success. When it comes to dinner seminars, we’ve learned a thing or two, including location is EVERYthing. Through our agents who have utilized best practices for dinner seminars, we’ve found commonalities between the separately held events… Read More


Breaking: DOL Proposes Fiduciary Rule Delay

The Department of Labor’s fiduciary rule has officially been delayed. Watch the video to get all the details:   As always, we’re here to guide you through these ever-changing times. Don’t hesitate to call with questions or concerns at 800.992.2642. Stay current on all of the latest developments at C1 Insider.


Make Simplify Your Retirement Work for You

Quality leads • Designed by $12M producer • No extravagant tab   sign up now >> During this 30-minute Simplify Your Retirement webinar, you’ll learn: From the producer who designed it, and generated $25M from it in two years. About the course materials and how to best use them. How to be seen as a… Read More