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 includes: Hot products. Top-product features. Income riders. Carrier ratings. Our Top Product Snapshot makes staying up-to-date… Read More
Savvy Strategies Archives - Page 2 of 7 - Creative Edge
Keep Up with the Latest Industry News
Related terms: Practice Management, Product Training & Knowledge, Savvy Strategies, Technology / Software
Life Insurance + Pensions = YES!
Did you know you can sell life insurance in pension plans? There are many opportunities to add life insurance to pension plans due to the advantages and cost-effective method of purchase. Learn how and why so many small business owners elect to include life insurance in their pension plans. Space available! Register now! Life Insurance… Read More
Related terms: Agency Building, Life, Planning Tools, Practice Management, Qualified Plans, Sales Strategies, Savvy Strategies, Uncategorized
The Importance of Annual Reviews
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
Related terms: Agency Building, Case Consulting, Customer Relationship Management, Legislation, Marketing, Practice Management, Referrals, Sales Notes, Savvy Strategies, Uncategorized
MediaOne Boasts Full Media Capabilities
CreativeOne’s in-house video, audio and photography studio, MediaOne, focuses on full-service media and production solutions for our producers. Video has taken over the Internet versus static text, and MediaOne puts CreativeOne—and our producers—in prime position to take advantage of the trends in marketing technology by providing powerful and targeted content for online marketing campaigns to… Read More
Related terms: Agency Building, Branding 101, Lead Generation, Marketing, Online Marketing, Practice Management, Sales Strategies, Savvy Strategies, Social Media, Uncategorized, Video Marketing
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
Showcase Your Experience with Producer Spotlight
In 2015, online video became the number-one communication content medium for consumers! Consumer viewership is based on three categories: Entertainment. Information. Education. Social media networks have significantly contributed to video popularity by launching their own indigenous video platforms in an effort to prevent subscribers from leaving their websites for YouTube and VIMEO. Corporate America and… Read More
Related terms: Agency Building, Branding 101, Lead Generation, Marketing, Online Marketing, Savvy Strategies, Video Marketing
Nationwide YourLife CareMatters as a Tool in Advanced Planning
Explore opportunities for linked benefit long-term care solutions outside the individual client market during this informative webinar. Join us to learn: The value of using Nationwide YourLife CareMatters in an Irrevocable Life Insurance Trust (ILIT). Long-term care — the new executive benefit. Using CareMatters in buy/sell agreements. Case study: Multiple needs met with one solution…. Read More
Related terms: Carrier Announcements / Updates, Case Consulting, Financial Planning, Industry News, Life, Planning Tools, Product News, Product Training & Knowledge, Savvy Strategies, Uncategorized
What It Takes to Be Successful at Prospecting
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
Related terms: Agency Building, Annuities, Branding 101, Customer Relationship Management, Lead Generation, Life, Marketing, Practice Management, Sales Notes, Sales Strategies, Sales Strategies, Savvy Strategies, Uncategorized










