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
October 2017 - Creative Edge
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
Related terms: Life, Products & Carriers, Quick Start Success, Savvy Strategies, Underwriting
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
Related terms: Agency Building, Life, Marketing, Planning Tools, Practice Management, Wealth Management
‘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
The GOP tax-reform proposal framework & CreativeOne
Nothing’s certain except death and taxes (maybe). At the end of September, the Republican Party’s leadership unveiled its framework for tax reform, a plan that lays out a roadmap without offering a specific plan (that’s for Congress to fill in with concrete language). But this is the starting point. Here’s what we know, and here’s… Read More
Introducing the New PIMCO Global Optima Index
The Index offers a powerful combination of global diversification and enhanced return potential.1 It is managed by Pacific Investment Management Company LLC (PIMCO), one of the world’s leading investment managers with extensive experience in rules-based strategies. 3 Key Features of the PIMCO Global Optima Index™ 1. Upside Growth Potential through global diversification 2. Smart Beta… Read More
Related terms: Annuities, Product News, Product Updates, Products & Carriers, Uncategorized
What Is “Content Marketing?”
So, what is content marketing exactly? Content marketing is, defined by the Content Marketing Institute: Con•tent Mar•ke•ting noun a strategic marketing approach on creating and distributing valuable, relevant and consistent content to attract and retain a clearly defined audience.1 This means that you are creating content—guides, blogs, infographics—that is thought-provoking and targeting towards a… Read More
Miles to go: What does the future hold for the fiduciary concept?
Initial path So much ground has been traveled in the last seven years leading to our current “partial” implementation of the Department of Labor’s (DOL) fiduciary rule, we may have forgotten how it came about or we are bored to the point of tears in hearing it regurgitated. At the risk of the latter, let… Read More
Related terms: Annuities, Industry News, Legislation, Practice Management, Uncategorized