Kati Hess, Content Strategist

What Lessons Should Investors Take From the WeWork Debacle?

November 7 2019

by Kati Hess

The longest bull market in history is about to enter its 11th year. During that time, the red-hot tech IPO has become a frequent phenomenon. Facebook. Twitter. Snapchat. Alibaba. Uber. These companies and more have all made their debut as publicly-traded companies in the last decade.   Sometimes these IPOs work out for investors. That… Read More

Related terms: Uncategorized



And We’re Live…Why LinkedIn Live is a Great Tool

September 16 2019

by Kati Hess

Have you received a notification in the last couple of months letting you know you have gained access to LinkedIn Live? Yes? No? Either way, you’re not alone. LinkedIn Live is one of LinkedIn’s newest rollout features being used to help stay on track and (in some cases) ahead of the crowd when it comes… Read More

Related terms: LinkedIn, Marketing



Rolling Stones Keep on Giving—Just Like Annuities

July 17 2019

by Kati Hess

It’s 2019 and The Rolling Stones are back… with a sponsorship from the Alliance for Lifetime Income. You heard it right. The rebellious English rock band is going on tour and spreading the word about annuities at the same time. Sounds a little out of the box, doesn’t it? It is, but when you take… Read More


Take Back Your Privacy with Facebook

July 5 2019

by Kati Hess

Privacy. We all want it but it’s hard to obtain in our digital day and age. Facebook understands they have a mountain to climb when it comes to earning back users’ trust and they are making up ground with their latest announcements. Think transparency, advertising and targeting. Facebook is rolling out a feature that will… Read More


The Future of Facebook and What It Means for You

May 30 2019

by Kati Hess

Facebook’s annual conference (F8) was held earlier this month and they covered it all—future trends, technology, news, and security. You don’t have time to go through everything they covered so we did it for you! Facebook can be your best friend or your worst enemy. It’s all up to you and how you decide to… Read More


Identity Theft Protection – $1 million ID theft insurance and recovery 

March 26 2019

by Kati Hess

Did you know more than 41 million Americans have had their identities stolen1? Many of those individuals are older adults, and maybe it’s happened to someone you know. Why not be part of the solution that protects your clients, where you get a 25-percent commission? Introducing Identity Force, a company with 40 years of experience protecting… Read More


Stay Above Board with Your Social Media

March 19 2019

by Kati Hess

Social media is the name of the game these days. Recently, LinkedIn found that 81% of all small and medium businesses use some kind of social platform. And while social media is known for being a seamless and fast form of communication, it also brings with it a level of record-keeping for financial advisors. FINRA… Read More


How do I make sure my Facebook seminars are guaranteed?

February 22 2019

by Kati Hess

Are you currently doing a Facebook seminar? Let’s make sure it’s guaranteed! Below you will find our best practices, terms and conditions designed to help you get the best performance out of your Facebook seminar with CreativeOne. Only seminars that follow these best practices will qualify for our guarantee. We will still run your seminar,… Read More


CreativeOne teams up with the Veterans Community Project.

February 19 2019

by Kati Hess

They’re the heroes working to end homelessness among veterans. We’re just helping. For many veterans, the reality of becoming homeless is all too real. With the help of Veterans Community Project, that reality is changing, and CreativeOne is proud to partner VCP as part of our Creative Cares initiative. For starters, we sponsored a two-by-four… Read More

Related terms: Breaking News



Annuity Companies Look to Simplify the 1035 Process

February 13 2019

by Kati Hess

The 1035 exchange isn’t known for efficiency. An exchange between annuities usually requires multiple signed documents, a lengthy compliance and suitability review, and settlement as the funds are transferred between carriers. It’s not unusual for an exchange to take weeks, if not months. That could be changing though. According to a recent article in InvestmentNews,… Read More