Life insurance policy review can generate leads

Senior couple meeting with agent

Potential clients often lurk in plain sight. You don’t need to cold call, host a seminar or ask for referrals to find them. You already know them; you just need to look beyond your current relationship and think about that individual’s potential life insurance needs. Think about someone you know fairly well who isn’t a current… Read More

Food trucks produce more than just gourmet truffle fries


This is a true story of a successful Tailor Made producer in San Diego, Ca. who doubled his production last year by treating his business with a non-traditional mindset to generate leads through client advocates. Prior to last year, he was a $5 million producer, living by the seat of his pants and writing business… Read More

Barron’s Top 50 Annuities


Barron’s, one of America’s premier financial magazines, recently published its fourth annual review of “The Best 50 Annuities” which reveals 50 carefully selected annuities and compares and contrasts the primary income annuity alternatives, including variable annuities, deferred income annuities, immediate income annuities and of course fixed index annuities. Now CreativeOne is giving you exclusive access… Read More

CreativeOne goes to Washington


One of the many remarkable things about being an American is the simple fact that we all have the freedom to speak out. This is one of the few nations in the world where you can sit before the government, give your opinion and try to influence legislation.  And that is just what CreativeOne is… Read More

Meta tag magic and search engine optimization


In 160 characters, you must convince the audience your web page provides them the information they need. An insurance professional or financial advisor who builds a website has taken strides toward pulling ahead of the competition, but still has a long race ahead of them. Successful digital marketing involves knowing how to optimize your website… Read More

Promo items create brand awareness for your business


8 in 10 consumers own between one and 10 promotional products Promotional products are everyday items that can be branded with your organizations logo for the purpose of creating brand awareness.  T-shirts, golf balls, bags, pens, and drink ware and just about any other item you can think of can somehow have a logo printed… Read More

Nationwide is on your side


Nationwide New Heights™ Fixed Index Annuity Join us for a product webinar to learn about the recently launched Nationwide New Heights Fixed Indexed Annuity Topics Covered: Explanation of illustration outputs Payout factor calculation and outputs New Heights Benefits: Exclusive product from one of the most recognized brands in the industry Payout factor of up to… Read More

 Allianz 222 Annuity News


Unlock these benefits with Allianz 222 Annuity Along with the traditional benefits of a fixed index annuity (FIA), like tax deferral, principal protection, and guaranteed income, Allianz 222® Annuity offers the key benefits of a built-in income benefit with no additional fee: Accumulation value won’t be reduced With Allianz 222, clients will know that their… Read More

Blueprint to Freedom: A Guide for Going Independent, Part IV

Let Freedom Ring In Life as an Independent Agent

BLUEPRINT TO FREEDOM PART IV: IMPLEMENTATION You’ve taken the finals steps to freedom, and now it’s time to capitalize on your pre-planning efforts. By identifying those clients who make up your target market, you’ve begun building your awareness and branding yourself as “the expert” – two steps that are essential to growth. It’s at this point… Read More

North American Expands on Types of Trusts Accepted


Through a recent review, North American has decided to expand on the types of trusts they accept through annuity new business. The following changes are effective immediately: The trust grantor is no longer required to be the annuitant Additional types of trust will be accepted, call Sales Support for details A new Certification of Trust Agreement form is… Read More