Consumers are increasingly turning to the Internet to find information on local businesses just like yours. If your online assets aren’t claimed, there’s a good chance they can’t find you. Not ideal, right? With CreativeOne’s SEO Local Spark, we’ll ensure you show up when consumers are searching for you and your services online. First, we’ll… Read More
March 2016 - Creative Edge
Can’t Find Your Business on Google? We Can Help.
Related terms: Agency Building, Branding 101, Lead Generation, Marketing, Online Marketing, Practice Management, Savvy Strategies, Social Media, Technology / Software
Social Media Elite Package Enhanced, Prices Lowered
Your online presence is far more than just having a website. Today’s fast-paced, ultra-connected business world requires a comprehensive Internet marketing plan that incorporates multiple essential elements. Enter the new and improved CreativeOne Social Media Elite program, with three packages to choose from. We’ve tweaked the offerings and lowered the prices on all options, so… Read More
Related terms: Agency Building, Customer Relationship Management, Facebook, Lead Generation, Marketing, Online Marketing, Practice Management, Sales Notes, Savvy Strategies, Social Media, Technology / Software, Uncategorized
Connecticut’s Legislative Commission on Aging Issues Mandatory Training
Effective January 1, 2016, a new Connecticut bill (Public Act 15-236) signed by the governor addresses various challenges and issues when it comes to elder abuse within the state. This bill also now mandates certain individuals within the insurance and financial industries must partake in additional training in elder-abuse detection. As a licensed producer in… Read More
Related terms: Annuities, Industry News, Life, Practice Management, Product News, Product Training & Knowledge
New Product: Signature Guaranteed Universal Life Insurance
Signature Guaranteed Universal Life Insurance … with guaranteed cash-out rider! Your Policy, Your Way! Dial the Guarantee that Works for You: Customize the amount and length of the guaranteed death benefit between ages 95 to 121.1 Highly competitive premiums. Contractual Late-Payment Forgiveness. Additional Flexibility: Guaranteed Cash-Out in Policy Years 15, 20 and 25.2 Cash-Out Value: a… Read More
Related terms: Carrier Announcements / Updates, Case Consulting, Customer Relationship Management, Industry News, Life, Planning Tools, Practice Management, Product News, Product Training & Knowledge, Products & Carriers, Sales Strategies, Uncategorized
ChangePath: Your Total Solution Has Arrived
If you’re a wealth management firm looking to integrate insurance within your practice, ChangePath is the solution you’ve been waiting for. As a turnkey asset management platform (TAMP), ChangePath provides a unified managed household approach that illustrates the overall impact of fixed indexed annuities (FIAs) into the Modern Portfolio Theory. Utilizing ChangePath will help grow… Read More
Related terms: Agency Building, Annuities, Financial Strategies, Industry News, Investments, Planning Tools, Practice Management, Product News, Sales Notes, Sales Strategies, Savvy Strategies, Strategic Partnerships, Suitability / Compliance, Technology / Software, Uncategorized, Wealth Management
Gains Below the Line: A Conversation on the Strength of the FIA
Do market movements have your clients concerned about their bottom line? What if you could show them a way to capture the gains below the line? One of our most popular presentations dramatically illustrates the value of achieving ‘gains below the line’ with the annual “ratchet and reset” feature of the fixed indexed annuity. Contact… Read More
Related terms: Annuities, Annuity Mechanics, Planning Tools, Product Training & Knowledge, Technology / Software
CreativeOne: Best Equipped to Serve You
I’ve never been much of an “I remember when … ” person, but occasionally I’m persuaded by how much things have changed as I sit here typing this on a flight to Florida while listening to a shuffle of my iTunes, reviewing 44-meg worksheets. I remember in the late 80s doing evaluations of insurance company… Read More
Related terms: Agency Building, Annuities, Industry News, Life, Marketing, Practice Management, Sales Notes, Strategic Partnerships, Uncategorized, Word From The Wise







