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
Technology / Software Archives - Creative Edge
Old-School Agents Need to Embrace Technology
Related terms: Agency Building, Facebook, Lead Generation, Marketing, Online Marketing, Practice Management, Savvy Strategies, Social Media, Technology / Software, Uncategorized
Sequence of Returns Calculator Generates Leads
The ability to retire: the ultimate dream Americans spend their whole lives working toward. A time free from financial worry, a time when they’ll be able to do whatever they want, whenever they want … yet market volatility can create a type of risk that can derail an unprepared retirement income portfolio. That risk is… Read More
Related terms: Lead Generation, Marketing, Planning Tools, Practice Management, Sales Notes, Technology / Software, Wealth Management
Keep Up with the Latest Industry News
As an Agent Development Organization (ADO), CreativeOne strives to keep you in the know of the latest industry news, including new products and trends. With our Top Product Snapshot, you’ll gain instant access to this quick reference snapshot that Cheap Real Madrid football shirts includes: Hot products. Top-product features. Income cheap football tops riders. Carrier ratings. Cheap… Read More
Related terms: Practice Management, Product Training & Knowledge, Savvy Strategies, Technology / Software
Webinar: Do Your Clients Know When They Can Retire?
Do your clients know when they can retire comfortably? Are you able to provide your clients with a detailed picture of their retirement income? Are you able to show your clients when they can retire with stability? Are you able to accurately show your clients the impact of … Taxes Inflation Risk exposure … on the future of their… Read More
Related terms: Planning Tools, Practice Management, Technology / Software, Wealth Management
Can’t Find Your Business on Google? We Can Help.
Consumers are increasingly turning to the Internet to find information on local businesses just like yours. If your online assets aren’t claimed, there’s a good chance they can’t find you. Not ideal, right? With CreativeOne’s SEO Local Spark, we’ll ensure you show up when consumers are searching for you and your services online. First, we’ll… Read More
Related terms: Agency Building, Branding 101, Lead Generation, Marketing, Online Marketing, Practice Management, Savvy Strategies, Social Media, Technology / Software
Social Media Elite Package Enhanced, Prices Lowered
Your online presence is far more than just having a website. Today’s fast-paced, ultra-connected business world requires a comprehensive Internet marketing plan that incorporates multiple essential elements. Enter the new and improved CreativeOne Social Media Elite program, with three packages to choose from. We’ve tweaked the offerings and lowered the prices on all options, so… Read More
Related terms: Agency Building, Customer Relationship Management, Facebook, Lead Generation, Marketing, Online Marketing, Practice Management, Sales Notes, Savvy Strategies, Social Media, Technology / Software, Uncategorized
ChangePath: Your Total Solution Has Arrived
If you’re a wealth management firm looking to integrate insurance within your practice, ChangePath is the solution you’ve been waiting for. As a turnkey asset management platform (TAMP), ChangePath provides a unified managed household approach that illustrates the overall impact of fixed indexed annuities (FIAs) into the Modern Portfolio Theory. Utilizing ChangePath will help grow… Read More
Related terms: Agency Building, Annuities, Financial Strategies, Industry News, Investments, Planning Tools, Practice Management, Product News, Sales Notes, Sales Strategies, Savvy Strategies, Strategic Partnerships, Suitability / Compliance, Technology / Software, Uncategorized, Wealth Management
Gains Below the Line: A Conversation on the Strength of the FIA
Do market movements have your clients concerned about their bottom line? What if you could show them a way to capture the gains below the line? One of our most popular presentations dramatically illustrates the value of achieving ‘gains below the line’ with the annual “ratchet and reset” feature of the fixed indexed annuity. Contact… Read More
Related terms: Annuities, Annuity Mechanics, Planning Tools, Product Training & Knowledge, Technology / Software
AG 49 Phase 2 to Bring More Changes
Just as the dust has started to settle from Phase 1 of Actuarial Guideline XLIX—better known as AG 49—more changes are coming with Phase 2, effective March 1, 2016. Originally, AG 49 was adopted to provide more uniformity and consistency within the illustrations used to promote the sale of indexed universal life (IUL). To accomplish… Read More
Related terms: Carrier Announcements / Updates, Case Consulting, Customer Relationship Management, Industry News, Life, Practice Management, Product News, Product Training & Knowledge, Products & Carriers, Sales Strategies, Technology / Software, Uncategorized
CreativeOne Adds New Studio
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
Related terms: Agency Building, Branding 101, Facebook, Lead Generation, Marketing, Online Marketing, Practice Management, Savvy Strategies, Social Media, Technology / Software, Uncategorized, Video Marketing










