June 2014 - Creative Edge

Blueprint to Freedom: A Guide for Going Independent, Part I

June 27 2014

by Creative Life Sales Team

BLUEPRINT TO FREEDOM PART I: EVALUATION Evaluating your current business and finding out how to duplicate your success in an independent environment can be difficult, timely and cumbersome. Use this blueprint to walk through the process step by step to leverage existing relationships, set up the groundwork for your transition and maneuver outstanding agreements with… Read More

Old McDonald Had a Farm — and Some Outdated Life Policies

How to approach a family farming operation and ensure their current life insurance policies best suits their family’s growing needs. Here’s how one producer enlisted the expertise of his CreativeOne Life Sales Team to boost his client’s life insurance benefits and enhance his revenue.   A CreativeOne Case Study The agricultural community is fertile ground… Read More

Make the Break from Captivity and Embrace Independent’s Day

The blueprint you need to transition your business with ease A life in insurance sales can be very rewarding. But living within the constraints of the career system can be challenging at the same time, which is why I transitioned from a captive agent to an independent agent. If you’ve considered transitioning part or all… Read More

10 Email Marketing Tips for Advisors

As a financial advisor, you know the importance of staying in touch with your clientele, and regularly providing them with useful information. Doing this keeps you fresh on their minds, and they will be more likely to come to you when they need assistance. Utilizing an email marketing campaign is one of the best ways… Read More

CreativeOne Offers Preferred Rates for E&O Coverage

Have Peace of Mind in Uncertain Times As an active producer with CreativeOne, you can receive a preferred rate on your Errors & Omissions (E&O) insurance through our partnership with CalSurance. Spend More of Your Time Growing Your Business and Less Time Dealing with E&O Insurance Fast, easy-to-obtain coverage through online enrollment or simplified one-page enrollment form. Certificates of… Read More

With FGL’s Performance Pro, Accumulation is Back in Vogue

For the last several years, the indexed annuity market has been primarily about income, income, income. But while the industry has been busy emphasizing income, we’ve ignored the need for accumulation. Granted, it’s been much easier to tout roll-up percentages on income riders when low interest rates suppressed the caps on indexed crediting strategies throughout… Read More

Summer Commission Increase for Fidelity & Guaranty Life FIAs!

The Summer has just started to SIZZLE with a commission increase from Fidelity & Guaranty Life! Effective immediately, we are increasing commissions by 50 bps on two of our popular fixed indexed annuities: The Prosperity Elite® series and our newest addition, Performance Pro. Prosperity Elite® – Now up to 8.5% Commission Performance Pro – Increased to… Read More

Athene Introduces the “Performance Elite” FIA

Strong Accumulation Potential PLUS Great Liquidity. Now THAT’s Performance. Introducing the ATHENE Performance Elitesm FIAs from Athene Annuity & Life Assurance Company Competitive index caps Premium bonus up to 12% 10% free withdrawals in the FIRST contract year Competitive compensation, including a trail option Be among the Elite. CreativeOne has joined a select group of… Read More

Athene TargetHorizon Annuity Series Webinar

The solution to achieving your client’s retirement goals while facing the challenges of economic uncertainty and raising health care costs is finally here. The Athene TargetHorizon Annuity Series brings clarity to retirement planning. Your clients are able to target their retirement goals, growth potential and income needs with this breakthrough product. View the webinar now!

Earn a $500 gift card for submitting business with our A+ carrier!

Turn your production surge into a summer splurge What would you do with a little extra funds in your pocket — would you spend it in your business, save it for a rainy day or shell out for something fun? Whatever your choice, we want to help you make it happen for simply doing what… Read More