October 2015 - Creative Edge

Changes and Opportunities with DOL’s Proposed Fiduciary Duty Rule

During the recent National Association for Fixed Annuities (NAFA) Annuity Distribution Summit in Coral Gables, Florida, I, along with CreativeOne president Mike Tripses, engaged with other industry leaders in our continued efforts to fight against the Department of Labor (DOL) rule given its potentially devastating impact to the $20-trillion, qualified money market. NAFA Executive Director… Read More

Three Tips for Successful Field Underwriting

Good field underwriting is critical in the life insurance sales process for clients, producers and insurance carriers alike, as it allows producers to set realistic expectations for their clients. When the client knows what to expect, the underwriting process is smoother, less confusing and less time consuming for all parties involved. For a producer, good… Read More

Exploring the “De-Accumulation” Side of Annuities

Over the last 10 years, more than $2.3 trillion of annuity products have been sold in the United States. The overwhelming majority of those sales were into deferred annuity products with the primary intention of tax-deferred growth. Join us for one (or all!) of the webinars in CreativeOne’s Webinar Series: Exploring the “De-Accumulation” Side of… Read More

Maximize Your Branding with Your Own Magazine: YouMag

In the insurance and financial services industries, some professionals grow effortlessly; others struggle to cultivate leads and retain clients. Contrary to popular belief, success has little to do with a great personality or industry credentials. It comes down to a much simpler phenomenon: top-of-mind awareness. Top-of-mind awareness means when prospects want or need your product… Read More

CreativeOne Offers First-To-Market Turnkey Asset Management Platform for Fixed Indexed Annuities to RIAs

ChangePath Next-Gen TAMP

CreativeOne is excited to announce it has partnered with ChangePath, a next-generation turnkey asset management platform (TAMP). This exclusive opportunity gives CreativeOne producers a competitive advantage because we’re the only agent development organization bringing this to the market. ChangePath’s groundbreaking technology brings together actuarial product development, insurance professionals, third-party asset managers, sub advisors and principal owners of large… Read More

Webinar: The Ins and Outs of Annuity Product Pricing

Join CreativeOne and the National Association for Fixed Annuities (NAFA) for a webinar discussing the ins and outs of annuity product pricing. This webinar will teach you about: The role of the surrender charge in an annuity contract. How market value adjustments can impact annuity value. How carriers price fixed index annuities. What to understand… Read More

Income Maximizer Virtual Training Event

Do you keep things simple enough? What’s your answer if a client asks you “What if I retire later?” What do you do when your client says “no”? How do you show the power of indexed annuities, life or LTC? Don’t let sales fall this fall … make sure you’re getting the most out of… Read More