Following the June 9 implementation of the DOL fiduciary rule, agents and advisors are required to provide appropriate disclosures. Disclosures will vary by carrier and producer. Currently there are two different routes in which carriers are looking to comply. Learn more about the disclosures >>
Practice Management Archives - Page 3 of 16 - Creative Edge
Video: What’s the Latest on the DOL?
Stay up-to-date with breaking news videos about the DOL fiduciary rule and other important info to keep you informed. Watch now >>
Insurance-Only Agent Solutions for the DOL Rule
GeoWealth launched its technology solution for insurance-only agents that enables them to document and support their recommendations as defined in the DOL’s best interest of clients’ section of the DOL fiduciary rule. CreativeOne has contracted with GeoWealth as the first adopter of the cutting edge software. Read the press release >> Connect with your CreativeOne… Read More
DOL-Related Webinars
In light of the new fiduciary rule, we encourage agents and advisors to stay out in front of the updates by attending informative webinars with the latest information pertaining to the DOL regulation. Register now for an upcoming session >>
CreativeOne’s 5-Star DOL Plan
In order to remain compliant with the new Department of Labor (DOL) fiduciary rule, CreativeOne developed its 5-Star DOL Plan for the ease of transition. We suggest agents and advisors follow five easy steps to continue business without disruption. Get the plan >>
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
Be the Financial Partner Women Are Looking for
Turnkey Presentation. Empower Women. Underserved Market. Join the marketing programs manager, Jessica Scheuler, channel marketing manager, Sarah Williams, VP of annuity sales, Aaron Grady, and annuity business sales consultant, Brad Hawkinson, for an informative marketing webinar. Wednesday, May 24 11:30 a.m. CST 9:30 a.m. Pacific / 12:30 p.m. Eastern Sign Me Up! >> During this 30-minute Women and… Read More
Related terms: Agency Building, Customer Relationship Management, Lead Generation, Marketing, Practice Management, Women's Market
Introducing CreativeOne’s 5-Star DOL Plan
With the impending deadline of the Department of Labor (DOL) fiduciary rule fast approaching, it’s imperative to your business that you’re prepared. That’s where we come in—we have a plan. In order to remain compliant with the fiduciary rule, we suggest you follow five steps, which we will outline in the webinar. Join us Monday,… Read More
What’s a TAMP?
Many agents and advisors haven’t heard of turnkey asset management platforms (TAMPs). And, unbeknownst to some investment advisor representatives in larger firms, they unknowingly have limited exposure to a TAMP. Have you been exposed? Do you know what a TAMP can do for independent advisors? Let’s discuss … TAMPs Create Efficiencies TAMPs* provide advisors a complete… Read More
Related terms: Agency Building, Annuities, Industry News, Planning Tools, Practice Management, Strategic Partnerships, Uncategorized, Wealth Management
How the DOL Rule Can Benefit Your Business
60-day delay | 63-page delay document | 200,000 comments on the rule During this 30-minute DOL fiduciary rule webinar, you’ll learn: What changed with the delay and what didn’t. What the impartial conduct standards are and what they mean to you. What the status is of the transition best interest contract (BIC) exemption. How to… Read More
