Technology / Software Archives - Page 3 of 5 - Creative Edge

CreativeOne recently made a significant investment in its media offerings to agents: a brand-new, full-service audio and video studio, MediaOne. As an Agent Development Organization (ADO), we know one size doesn’t fit all, and we want each agent to stand out on their own, which is where the new studio comes in. With custom videos,… Read More

CreativeOne is excited to announce it has partnered with ChangePath, a next-generation turnkey asset management platform (TAMP). This exclusive opportunity gives CreativeOne producers a competitive advantage because we’re the only agent development organization bringing this to the market. ChangePath’s groundbreaking technology brings together actuarial product development, insurance professionals, third-party asset managers, sub advisors and principal owners of large… Read More

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

Making a good impression online is just as important, if not more, as making a good impression offline. The difference is your online impression is documented and can be reviewed after it happens. To ensure you make a good online impression among your peers in LinkedIn Groups, follow these three easy steps … 1. Follow… Read More

The Income Maximizer or IMAX is an easy to understand retirement income planning software program that helps producers create retirement income plans for their clients. IMAX helps give a producer’s product recommendations validity as it shows their effect on a client’s retirement income picture. Many Americans today do not spend the necessary time analyzing what their… Read More

Be bold. Be seen. Be heard. Grow your business. Let’s build something amazing together! CreativeOne is excited about our new credits program, Business Accelerator! It delivers on the principles of purpose, persistence and prosperity. We reward your everyday premium production with account credits. The more annuity and life insurance premiums you generate, beginning at $500,000… Read More

A financial professional website is no longer just a business card on the Internet. The thing is, if an adviser is not promoting themselves through their own website, there are other review sites out there promoting for them—and they might not always like what they say. In order for financial professionals to stay ahead of… Read More

It’s 2:00 a.m. and you wake up in a panic. Your bags are packed, and you’re leaving on vacation in a few hours. You prepared your staff to run your financial services practice in your absence, but it just occurred to you that you forgot to communicate a few mission-critical tasks. You could type out… Read More

Whether it’s computers, phones, cars, you name it; as technology becomes more and more advanced one of the challenges developers and companies have is; how to make products more user friendly. We have the same issues in the financial world, especially with the multitude of planning systems and software available to the agent today. While… Read More

Join Forethought Life Insurance Company for a webinar on Tuesday, August 5, to learn more about SnapAppSM. Choose from one of three times: 9 a.m. EDT | 1 p.m. EDT | 4:30 p.m. EDT   To dial into the webinar, dial 888.354.0094 passcode: 4563297# Forethought SnapApp allows you to submit Income 150+ fixed index annuity applications online. With the easy-to-use… Read More