Practice Management Archives - Creative Edge

The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions.   Upcoming Webinars Client profile:… Read More

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

To provide advisors with the ability to access on-the-go case updates and carrier contracts in real time, CreativeOne set out to create an efficient and easy-to-use app, and over the past few months has been releasing the app to its advisors. To better understand the backstory of the app and learn about it from inception… Read More

Join the discussion as The Lafayette Life Insurance Company takes a look at estate strategies, wealth-transfer techniques, and the ways in which life insurance may play a role. Estate Strategies 101 July 21 at 11:30 a.m. CDT Presented by Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Register >> All of a client’s assets in… Read More

As a graphic designer at CreativeOne, I work on a multitude of logo projects. Whether it’s a logo for a newly created company or someone looking for a refreshed logo, there’s a lot of time, effort and creativity that goes into each concept. Some individuals don’t necessarily understand the importance of a logo and how… Read More

As the only Agent Development Organization (ADO) in our industry, CreativeOne knows one size doesn’t fit all. Our unique value proposition makes you more successful by providing you with the vast array of services you need, including professionally produced media. Have you ever considered using television as part of your marketing plan? We have a… Read More

Summer is here, so what better time is there than now to show your clients how much you appreciate them? The bonus of hosting such an event? Referrals! How? By inviting your top clients to fun events and encouraging them to bring their friends, you’ll potentially gain new business. CreativeOne’s Endless Events program helps you… Read More

A Word from the Wise features expertise from industry-related professionals to put you at the top of your game. When Stephen Stricklin founded Wise Wealth LLC, he was motivated by the desire to bring financial wisdom to his clients. A former teacher and counselor, Stephen understands the role knowledge plays in wealth management and preservation… Read More

We’ve been reading the online Department of Labor (DOL) chatter about increased fiduciary responsibility, and as advisors, we’re heightening countermeasures before the dust settles. As you are aware, the DOL has recently proposed changes that could drastically alter our industry. These proposed fiduciary changes would hold insurance and financial professionals to a higher legal standard… Read More

I have talked to many agents throughout my career about how technology can revolutionize their practice. The feedback I get from the older agent is usually the same: “I’m old school and don’t need a website.” “My website that hasn’t been updated in eight years is fine.” “I don’t need social media. My clients don’t… Read More