Sales Notes Archives - Creative Edge

Cascading waterfalls. Glistening beaches. 
Intriguing natural wonders. This is the 2017 Vanguard Conference! This is Paradise, Hawaiian Style! If you haven’t qualified for the 2017 Vanguard Conference in beautiful Kauai, Hawaii, don’t worry—you still have plenty of time. Qualification ends December 30, 2016. For some inspiration to push you to meet your goal, visit the… 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

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

Now is a great time to start setting up your client annual reviews. Not only are they a great way to stay top-of-mind with clients, but these appointments also create opportunities to ask your best clients for referrals and cross sell life insurance to them. Think about it. Isn’t it easier to ask clients who… Read More

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

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

I’ve never been much of an “I remember when … ” person, but occasionally I’m persuaded by how much things have changed as I sit here typing this on a flight to Florida while listening to a shuffle of my iTunes, reviewing 44-meg worksheets. I remember in the late 80s doing evaluations of insurance company… Read More

Niche Alert: You Don’t Know BOES — NQ Deferred Compensation Did you know Principal’s nonqualified deferred compensation (NQDC) platform is available to all CreativeOne advisors and producers? What may not be apparent is how to use it to win cases and grow your revenue. Whether you need front-end resources like training and fact finders or largely misunderstood elements like… Read More

In the November 2015 issue of Research:, industry veteran Bill Good wrote about what it takes to be successful at prospecting. Below is a recap of Good’s article. There are times when things aren’t working the way they should in prospecting, which should signal you to stop and think. You can usually fix any prospecting… Read More

Webcast Special Edition: Solving the “I want lifetime income, but hate annuities” Puzzle   Brought to you by CreativeOne & NAFA Thursday, September 24 10:30 am CDT 8:30 a.m. PT | 9:30 a.m. MT | 11:30 a.m. ET   Join NAFA’s Director of Research, Dr. Jack Marrion, for an insightful and informative look at how… Read More