What’s the New Status Quo for Investments?

ChangePath: Investment Platforms 101

The outsourced investment management approach began ever so slowly, but as the industry responded to the challenges and regulations of recent years, advisory firms embracing turnkey asset management platforms (TAMPs) has reached critical mass. How many are embracing TAMPs? Around $3 trillion is running on TAMPs, pushing out traditional in-house portfolio construction assets under management… Read More


Earn CE Credits & Boost Insurance Opportunities

As a former producer, earning CE credits is a necessary chore for our profession. How many times have you sat in a class and thought … how is this relevant to my practice? How will this help me grow my business? Your time is limited. What if you could attend CE classes that also delivers ideas… Read More


The Write Stuff

Writing a book makes you an authority. Not everyone can write a book. Not even most people can. But, if you take the time, it might not be as painful as you think, and the rewards could be substantial. We each come to success by our own paths, and a path is a journey, and… Read More


4 Steps to Personalize Your Business’ Image on Twitter

On Twitter, companies can work on building their brand and creating a new image for their company. They can handle public relations nightmares or build current promotions. Through Twitter, companies can drive traffic to their website or blog. At the same time, businesses can engage directly with their customers, find new clients and take part… Read More


Barron’s Index Annuities Guarantee Excellent Lifetime Income

Barron’s, one of America’s top financial newspapers and magazines, recently published its seventh-annual review of the most competitive annuity products in the marketplace focusing on providing guaranteed income for life. It highlights the 50 most competitive products available today, comparing and contrasting the primary income annuity alternatives including variable annuities, deferred income annuities, immediate income… Read More

Related terms: Annuities



3 Essential Elements to Help Your Google Ranking

You’re not the only insurance or financial advisor in your area, and a large part of your business comes from getting out there and promoting yourself. One of the best ways to do this is through digital marketing. You may already know that your website is like your billboard on the internet. But like a… Read More


How Carriers Are Doing Business in a Post-DOL Fiduciary Rule World

CreativeOne has obtained information from our carriers for both annuity and life insurance on how to conduct business in the post-DOL fiduciary rule landscape. Carriers we work with: AIG Allianz American Equity Investments American General American National Athene AXA Brighthouse Financial Delaware Life EquiTrust Fidelity & Guaranty Life Foresters Financial Global Atlantic Financial Group Great… Read More


PTE 84-24: How to Obtain Commissions Information

In order to assist you in complying with the requirements of PTE 84-24 for your qualified annuity sales, CreativeOne is offering its agents two options on how obtain commission information to fulfill the necessary information on the PTE 84-24 Disclosure. Along with many insurance carriers, CreativeOne offers a generic PTE 84-24 disclosure available for your… Read More


Enhance Your Online Reputation with Social Media Elite

Take Advantage of Our Social Media Elite Program Nurture Client & Prospect Leads | Affordable Packages | Social Media Management Join me, the marketing programs manager, content strategist, Alexis Daley, and VP of annuity sales, Frank Jaksa, for an informative marketing webinar. Wednesday, June 14 11:30 a.m. CDT 9:30 a.m. Pacific / 12:30 p.m. Eastern… 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 >>  


View a snapshot of our Top Annuity Products

Creative Edge