Strategic Partnerships Archives - Creative Edge

Would you like to get to know CreativeOne a little better? Then we encourage you to follow us on social media, including Twitter, LinkedIn and Facebook! Through our social-media channels, we post industry-specific content that keeps you informed of the latest product updates, interesting webinars, sales strategies and breaking news. We’ve recently posted tips for hiring… Read More

Before you begin your journey, map out the route to your destination. As an Agent Development Organization (ADO), CreativeOne believes in helping our producers set and achieve challenging and attainable goals. To do so, we have created a lead generation roadmap to give you guidelines that will keep you on track during the course of… 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

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

How the Windfall Elimination Provision can impact your clients’ Social Security benefits. Many advisors assist clients who worked as public employees in jobs not covered by Social Security. However, such public employees or their spouses may also be entitled to Social Security benefits earned in jobs that are covered by Social Security. In talking with… Read More

Ever wonder who’s watching your back in the fixed indexed annuity industry? Who looks out for YOU to make sure you can continue providing reliable retirement savings products to your clients? Fortunately there is someone — the National Association for Fixed Annuities (NAFA). CreativeOne has been a long-standing and supportive member of NAFA’s roots for… Read More

Allianz PreferredSM is an exclusive sales platform that is available to a select group of financial professionals. It’s designed to reward our producers for their loyalty, and to recognize their success. We are excited that we can now team with CreativeOne to offer you the opportunity to become an Allianz Preferred producer. Preferred producers receive… Read More

A wise man once said, “Productivity is never an accident. It is the result of a commitment to excellence, intelligent planning, and focused effort.” So why is it so many business owners still don’t have a solid plan for success? Now is a great time to take a look at what’s working in your practice… Read More