Cheers to 35 Years and Many More to Come!

CreativeOne celebrates 35 years of diversified financial services.

CreativeOne is celebrating its 35th anniversary as one of the industry’s premier annuity and life insurance wholesalers in the independent space. The company was founded in 1984 as a life insurance wholesaler that was started out of a basement and has quickly evolved into a broad diversified financial services firm with offices in Leawood, Kan., Topeka, Kan., and Scottsdale, Ariz.

A large part of the CreativeOne success story is the continuing movement towards innovative marketing and lead generation concepts as well as exclusive product distribution that assist agents and advisors with their businesses. During the past 35 years, CreativeOne has built a strong tradition of excellent customer service and valuable relationships that have catapulted the organization to one of the premier financial services organizations in the industry.

“It gives me great pride to be a part of a company that provides top-notch services and products to independent insurance agents and financial advisors,” said Mike Miller, President and CEO of CreativeOne.  “Our team of more than 140 professionals works tirelessly to ensure our clients are building the expertise and knowledge that can take their business to the next level.  We have more than a dozen employees who have celebrated their 20th year of service at CreativeOne and their dedication doesn’t go unnoticed.

Today, CreativeOne is a full-blown diversified financial services organization, including Client One Securities, our in-house broker-dealer, ChangePath, our corporate registered investment advisory firm.  In addition, we have built a stand-alone in-house strategic marketing and communications department dedicated to assisting agents and advisors with their branding, lead generation and digital marketing.

CreativeOne has also made a large commitment to the community it serves, including charitable initiatives headed up by employees called CreativeCares, which focuses on giving back and actively volunteering our time and resources to multiple organizations.

CreativeOne’s celebration is not just of the past, but also a future of innovation and service for our clients.

Follow along as we celebrate our last 35 years and the next on our social media!

 

FOR FINANCIAL AND PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Broker-Dealer and Investment Advisor Services provided by Client One Securities, LLC Member FINRA/SIPC.  Client One Securities is a wholly owned subsidiary of Creative One. CP-1186.

Related terms: Industry News, Marketing


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