Short on time, but crave the latest to stay on top of your game? You’re invited to view our library of powerful webinars where you’ll learn about the latest industry topics at a time that fits your busy schedule! What better way to maximize your time? Take a listen and learn! Income Series 101: Accessing… Read More
Training Archives - Creative Edge
Stay on Top of Your Game with CreativeOne’s Income Series
Related terms: Agency Building, Annuities, Case Consulting, Practice Management, Sales Notes, Sales Strategies, Savvy Strategies, Training, Uncategorized
Download The Barron’s 2016 Best Annuities Chart
Barron’s, one of America’s top financial newspapers and magazines, recently published its sixth-annual review of the most competitive annuity products in the marketplace focusing on providing guaranteed income for life. Within Barron’s chart, the publication highlights the 50 most competitive products available today, comparing and contrasting the primary income annuity alternatives including variable annuities, deferred… Read More
6 Common Compliance Questions Answered
Vital to your business, yet painstakingly time-consuming and complex, compliance is an essential function of your business. While it can seem like being compliant is an inefficient use of your time and gets in the way of “real work,” it is actually one of the most important safeguards for your company. To help you understand… Read More
A Turnkey Seminar: Retirement Income Planning
There may be no greater way to make a good impression among several prospects at once than with a seamless seminar presentation. Don’t spend your time creating materials for your next seminar when we already have them assembled for you! Introducing CreativeOne’s Retirement Income Planning seminar. Today, retirees and pre-retirees are concerned whether they’ll have… Read More
Related terms: Agency Building, Annuities, Marketing, Practice Management, Referrals, Savvy Strategies, Training, Uncategorized
NAFA 2015 Year in Review & 2016 Perspectives
Join NAFA’s Executive Director, Chip Anderson, for a comprehensive review of NAFA’s 2015 key initiatives as well as details on NAFA’s strategic approach for 2016. Thursday, December 17, 2015 UPDATED START TIME 11:30 a.m. PT | 12:30 p.m. MT | 1:30 p.m. CT | 2:30 p.m. ET Can’t see the button? Register Now. Looking for… 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
Related terms: Annuities, Industry News, Life, Planning Tools, Practice Management, Product Training & Knowledge, Technology / Software, Training
Risk Control Indices in Fixed Indexed Annuities: 10 Good Reasons to Like Them
Risk-control indices have become the second most popular allocation within fixed indexed annuities—join us for a conversation! We’ll explain how they work and outline reasons why they are a good option in today’s volatile and low-interest-rate market. 10:30 a.m. CDT September 17, 2015 Register now
Webinar: How Will the DOL Fiduciary Proposal Impact You?
Webinar: How will the DOL fiduciary proposal impact you? Wednesday, August 19, 2015 10:30 a.m. CDT 8:30 a.m. PDT | 9:30 a.m. MDT | 11:30 a.m. EDT The proposal is supposedly helping the clients; however, the DOL proposal is probably going to do just the opposite. Join Executive Director of the National Association… Read More
Related terms: Annuities, Industry News, Product News, Suitability / Compliance, Training
Annexus Webinar: Practice Building through Beneficiary Designations
Register now for the next Webinar Next Generation Tools: Practice Building through Beneficiary Designations Presented by: The Annexus Research Institute Date: April 21, 2015 Time: 3 - 4 p.m. (EDT); 2 - 3 p.m. (CDT); 12 – 1 p.m. (PDT) Join Us and Learn: 80% of all beneficiary designations are used incorrectly, which ones are… Read More
Related terms: Annuities, Industry News, Product Training & Knowledge, Product Updates, Sales Strategies, Training











