A successful company isn’t just profitable. It’s also compassionate.

November 14 2017

by CreativeOne - www.creativeone.com

It’s not just about the work. It’s also about giving back to the community. This summer, as part of its effort to provide more and better outreach to the community, CreativeOne started an internal committee, Creative Cares, and tasked it with organizing the company’s charitable initiatives. The first chairman of the committee, David Shopmaker, is… Read More

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Introducing 3.25% MYGA for 5 years

November 13 2017

by CreativeOne - www.creativeone.com

3.25% guaranteed interest rate* for 5 years CBLA 5 is a NEW Single Premium Multi-Year Guaranteed Rate Annuity that, in addition to the guaranteed 3.25% interest rate, also provides:   Monthly Interest Option available after 30 days 10% free withdrawals after the first year An RMD friendly solution A nursing home waiver   This is… Read More


Welcome Terry Pierce, Senior Vice President, Annuity Sales

We’re excited to add a new player to our team. We’re always growing at CreativeOne. Please welcome Terry Pierce. Terry will serve as one of CreativeOne’s Senior Vice President of Annuity Sales, and he’ll also oversee our external broker-dealer relationships. Terry has worked in the financial services industry for more than 12 years. He’s led… Read More


Get 20 New, Affluent Clients in 90 Days with Power Business Coaching

Utilize raving referrals • Double your clients • Cut office hours in half During this 30-minute Power Business Coaching webinar, you’ll learn: Why referrals are 70 percent more likely to buy from you than a seminar attendee. The six-step referral process that makes it easy to get introduced. The “wrong” question most people ask clients…. Read More


Performance Powered by Partnership

The competitive drive that builds champions is what sets CreativeOne financial professionals above the rest. On Wednesday night, the spotlight was turned on CreativeOne when the Phoenix Suns played the Utah Jazz. Check out this quick video to see the highlights! Call me today to find out more about the exclusive benefits of a partnership… Read More


Allianz 360 Annuity withdrawal percentages increasing November 7

Effective November 7, 2017, Allianz Life Insurance Company of North America (Allianz) will be making the following changes to the Allianz 360SM Annuity and it’s additional cost 360 Benefit rider. These product changes will require use of new Statements of Understanding. Income option 1 base withdrawal percentages are increasing by 0.20% for single life and… Read More


Fall Into a New BD Relationship

There’s no time like the present to evaluate your future. The next broker-dealer offer awaits you. Fall’s here, and thus the time many advisors are evaluating their bd relationships … is it still symbiotic for both parties? For some advisors, yes. However, some are left in the aftermath of bd acquisitions who have continually brought… Read More


Expedite Underwriting and Get Paid Faster

Whether it’s a new baby or a new home, if your client is ready to take the next step in responsibility for their loved ones, we’re here to help you streamline the life insurance process. How we submit life insurance is evolving, every month there are new express app platforms, streamlined simplified processes and more… Read More


Growing the Next Generation of Professionals

Our profession is facing one of the greatest challenges it has ever seen. With the decrease of insurance professionals and qualified wealth managers, our pool of industry professionals is shrinking. In this decade, we’ve witnessed the number of U.S. financial advisors falling for five consecutive years.1 Unfortunately, with the lack of advisors in the marketplace,… Read More


‘Active relationships’ help producer sell $20 million in annuities

As a top producer, Liz Cornell shares her story and her secrets for success: working hard and being honest. Liz Cornell lives in Lake County, Florida, near Fruitland Park, not far from where she went to high school. At age 30, she’s one of the youngest top producers in the insurance industry — she writes… Read More


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