Trusted Errors & Omissions Insurance through CreativeOne


Have Peace of Mind in Uncertain Times As a contracted producer with CreativeOne, you can receive a preferred rate on your Errors & Omissions (E&O) insurance through our partnership with CalSurance. Improve the cash flow of your business Two tiers of coverage means you only pay for the coverage you need Installment plans are available… Read More

Discover Nationwide’s® New Heights® Product Enhancements

Female trekker looks over Himalayas

With the changing of seasons, comes changes in the carrier industry—Annexus has partnered with Nationwide to enhance the New Heights Fixed Indexed Annuity product offering with additional indices and contract terms. Nationwide’s® New Heights® Enhancements Annexus and Nationwide are excited to announce the launch of their enhanced suite of New Heights fixed indexed annuities with… Read More

Two Major Advantages of Facebook Ads

drawing businss concept

The facts don’t lie; Facebook’s massive global reach and high user engagement are unparalleled by any other social media platform. Facebook realizes the potential the platform holds for marketing businesses and has created a highly developed and sophisticated, targeted advertising platform. Unlike most methods of traditional advertising, you pay for ads aimed directly toward a… Read More

New Product Designs Unlock Huge Premium Savings

Love Locks on the bridge railing

The latest addition to the Accordia product line, Lifetime Foundation, has been available for just over a month. At this early stage in its life cycle, one thing is clear: its exact position in the market is yet to be determined. Don’t let the “new and different” nature of this product get in the way… Read More

It’s National Annuity Awareness Month!


As an insurance professional with in-depth knowledge of products and services available, the advantages of annuities are no surprise to you, yet they can be surprisingly hard to sell. Many clients have preconceived ideas of what they are, how they work and have some sort of second-party horror story from friends, family members or even… Read More

Run Your Practice Like a Doctor’s Office


Jonathan Lee believes the key to being successful in the industry is efficiency. He runs his $6-million practice in a way that optimizes his and his clients’ time and allows him to offer them customized plans for their future. He compares how he runs his practice to how a surgeon runs theirs: controlled, thought out… Read More

Above and Beyond Tax-Advantaged Retirement Options

Your lifestyle

You’re meeting with an affluent client or prospect that is 10 years or less away from retirement. He’s in good shape financially, but he’s also in great shape physically, and wants to maintain his lifestyle for a lengthy retirement. However, he’s already maxed out his tax-advantaged retirement options and doesn’t want any more exposure to… Read More

A Plethora of Marketing Tools at Your Fingertips


With CreativeOne’s Dynamic Marketing Portal (DMP), you can gain access to a multitude of executable marketing tools available online 24/7. Using these custom, hand-selected tools, you’ll be able to implement turnkey programs, connect with prospects and clients cost-effectively, and systematize your marketing. The DMP can make marketing easier, leaving you to what you do best–running the business…. Read More

Three Easy ways to Make a Good Impression on LinkedIn Groups


Making a good impression online is just as important, if not more, as making a good impression offline. The difference is your online impression is documented and can be reviewed after it happens. To ensure you make a good online impression among your peers in LinkedIn Groups, follow these three easy steps … 1. Follow… Read More

Receive a Competitive Income Annuity Quote Quickly


Since being approved in 2014 for use in traditional IRAs, 401(k)s, and other approved retirement plans, Qualified Longevity Annuity Contracts (QLACs) are hot topics in the news.  What many don’t realize is QLACs are simply a specific kind of Deferred Income Annuity (DIA) that allows one to purchase a guaranteed income to begin at some… Read More