Department of Labor Fiduciary Rule Update: 60-Day Delay Announced; Applicability Date is June 9 On April 4, 2017, the Department of Labor (DOL) announced a 60-day delay for the fiduciary rule. The DOL’s Employee Benefits Security Administration (EBSA) final rule, which is scheduled to be published in the Federal Register by April 7, 2017,… Read More
Be A Guest On Our Nationally Syndicated Financial Talk Show
With CreativeOne’s Producer Spotlight program, you will be a guest on our web-based syndicated talk show. Speak about topics that are pertinent to you and your practice, then you can use the recording on your website and social media channels. Why use it? Simple. You want to be viewed as your area’s financial authority. The… Read More
Related terms: Agency Building, Branding 101, Facebook, Marketing, Online Marketing, Practice Management
Make Facebook Seminars Work for You
Make Facebook Seminars Work for You Guaranteed registrants • $999-$1699 investment • No direct mail Sign up today! Join us Wednesday, April 5 at 11:30 a.m. CDT, for a webinar hosted by Frank Jaksa, VP, annuity sales, Perry Boles, digital marketing manager and Jessica Scheuler, marketing programs manager. During this 30-minute Facebook Seminar webinar, you’ll learn:… Read More
Write Annuity Business via FireLight and Potentially Earn $300
Get Your Apps IGO and Get Paid for Online Apps Writing new business with CreativeOne has never been easier! With CreativeOne’s Annuity Solutions Pro, you now have access to FireLight, a multi-carrier e-application solution for handling your data collection and form submission. Benefits include: Spending less time completing paperwork. Reducing not in good order (NIGO)… Read More
Related terms: Annuities, Carrier Announcements / Updates, Product News, Product Training & Knowledge, Product Updates, Products & Carriers, Technology / Software
Introducing The New NYSE® Zebra Edge® Index
106% higher annual compound returns than the S&P 500® Price Index with 24% less volatility.¹ Get exclusive access with Nationwide New Heights fixed indexed annuities! The NYSE® Zebra Edge® Index is the first index founded on Roger G. Ibbotson’s behavioral finance research on popularity. The index uses a process to identify the unpopular stocks that… Read More
3 Steps to Build Your Business on LinkedIn
For business development, networking has become increasingly important. Unlike in the past, networking can be done entirely online. 60 percent of buyers now use social media to look up firms before they buy a product. Due to this, it is increasingly important to have a solid social media presence and strategy in place in order… Read More
DOL Fiduciary Rule: Submit Your Comments Today
As you know, the DOL fiduciary rule is scheduled to take effect April 10, 2017. The proposal is a 60-day delay (until June 9) of the applicability date of the rule, allowing more time for the DOL to assess the impact on businesses and the public pursuant to the new administration’s February 3 directive. Currently, they… Read More
The Spinning Totem of DOL Uncertainty
I re-watched “Inception” last night and was once again intrigued by the twists and turns. Leonardo DiCaprio is a thief who steals corporate secrets by invading the minds of executives using dream-sharing technology. He must now “plant” an idea in the mind of a CEO to influence him to change major corporate strategy. The dreams… Read More
Mike Miller Joins CreativeOne as Partner, new President and Chief Executive Officer
A new face at CreativeOne has us excited! On March 1, Mike Miller officially joined as partner, new president and CEO of CreativeOne. He is a shareholder, as well as a member of the CreativeOne board of directors. Mike is responsible for all annuity and life sales, operations, human resources, IT, legal, finance and Client… Read More
When It Comes to Dinner Seminars, Location is Everything
Always follow best practices. You hear this all the time, but the thing is, when you do, you find success. When it comes to dinner seminars, we’ve learned a thing or two, including location is EVERYthing. Through our agents who have utilized best practices for dinner seminars, we’ve found commonalities between the separately held events… Read More
Related terms: Agency Building, Lead Generation, Marketing, Practice Management, Sales Notes, Savvy Strategies, Uncategorized










