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
Life Archives - Page 2 of 14 - Creative Edge
Expedite Underwriting and Get Paid Faster
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
Life Insurance Can Change Lives—Ask Sarah W.
Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More
Related terms: Case Studies, Financial Planning, Industry News, Life, Marketing, Online Marketing, Planning Tools, Practice Management, Sales Notes, Sales Strategies, Uncategorized, Video Marketing
OneAmerica’s Care Solutions
Take your knowledge of hybrid LTCi alternatives to the next level. REGISTER NOW » Wednesday, August 16, 2017 9:00 a.m. or 3:00 p.m. CDT 7 a.m. PDT | 8 a.m. MDT | 10 a.m. EDT 1 p.m. PDT | 2 p.m. MDT | 4 p.m. EDT Hosted by: Roger Cantu, OneAmerica’s Regional VP OneAmerica’s Care… Read More
Earn CE Credits & Boost Insurance Opportunities
As a former producer, earning CE credits is a necessary chore for our profession. How many times have you sat in a class and thought … how is this relevant to my practice? How will this help me grow my business? Your time is limited. What if you could attend CE classes that also delivers ideas… Read More
Are You Aware of LTC Alternative Strategies?
Over the past decade, long-term care insurance alternatives are getting significant traction. With the development of LTC alternative riders, clients have options that meet their flexible needs. LTC alternatives now go beyond traditional long-term care insurance and leverage client assets to address multiple risk management needs in one strategy. Why is this important? Your clients… Read More
IUL Sales Tool – Tax-Smart Retirement
I was in your shoes. I’m a former NWM advisor who sold life insurance. Here’s a strategy I created and have shared with many advisors. This strategy has helped dozens of practices take their minuscule life insurance revenue and turn it into six-digit figures. Here’s why. If you’re not talking about the importance of tax… Read More
Related terms: Life, Marketing, Planning Tools, Practice Management, Sales Strategies, Word From The Wise
Nate Van Peursem Hired as Life Sales Relationship Manager
CreativeOne announced today Nate Van Peursem has joined the team as a life sales relationship manager in the Phoenix area. Nate’s roots in the industry have proven to be invaluable because of how he can assist his advisors in every aspect of life insurance planning and sales. Nate brings years of knowledge to CreativeOne, including… Read More
Direct Lines Give Quicker Access to Your CreativeOne Teams
As part of CreativeOne’s Agent Development Organization (ADO) philosophy, we’re always looking for ways to better serve you. Our unique value proposition makes you more successful by providing you with the vast array of services you need, and that includes streamlining our phones so you can reach your team faster. With this, you’ll get better… Read More
Related terms: Agency Building, Annuities, Breaking News, Customer Relationship Management, Life, Marketing, Practice Management, Uncategorized
It’s in Your “Best Interest” to Know the DOL Fiduciary Rule’s Ins and Outs
A Word from Mike Tripses I’m beginning to wonder if this isn’t the most all-consuming U.S. presidential news cycle in history. It’s hard to get news that doesn’t lead back to America’s decision about a single person for one governmental position (VPs not withstanding). I believe some of this stems from the continuing expansion of… Read More
Related terms: Annuities, Financial Planning, Industry News, Legislation, Life, Sales Notes, Suitability / Compliance, Word From The Wise











