By now, you’ve probably heard of the security breach at Equifax, one of the three major consumer credit-reporting firms. Consumers, understandably, are distressed. You may have already heard from some of your clients. If not, you probably will. Here are the main takeaways from the incident at Equifax: After public pressure, the company has eliminated… Read More

Having active and best-practiced social media marketing and content strategy can be just as important as your updated lead-generation campaigns. Your website and social media accounts are the face of your company to an incoming prospect or your current clientele. They are your first impression for many people researching local financial advisors. And while it… Read More

If you don’t already know or haven’t taken advantage of it, CreativeOne offers Digital Facebook Seminars that get you in front of your clients and prospects to present on various topics. This not only introduces you to potential clients in your area, but also exploits your knowledge and authority in your industry. However, getting people… Read More

Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More

Turning retirement savings into retirement income is a challenging proposition, but consumers seem to want it more and more. The problem? They’re hesitant to fully embrace annuitization strategies. How do you address this challenge? Despite wanting guaranteed income during retirement, annuity adoption still lags. During this webinar, we’ll discuss: Specific challenges facing the annuity industry…. Read More

We’re making changes to reflect the expanded role CreativeOne plays in the insurance and financial services industry. The insurance and financial services industry is evolving. As is CreativeOne. In order for organizations like CreativeOne to be successful, we must ensure our brand reflects our identity. Not only to comply with a changing regulatory landscape, but… Read More

Take your knowledge of hybrid LTCi alternatives to the next level. REGISTER NOW » Wednesday, August 16, 2017 9:00 a.m. or 3:00 p.m. CDT 7 a.m. PDT | 8 a.m. MDT | 10 a.m. EDT 1 p.m. PDT | 2 p.m. MDT | 4 p.m. EDT Hosted by: Roger Cantu, OneAmerica’s Regional VP OneAmerica’s Care… Read More

Twitter recently celebrated its 10th birthday as a social media website. Over the years, Twitter has been an innovator in connecting business and customers. From allowing immediate customer feedback to growing a business, Twitter is a key tool for financial advisers today. Through the right techniques, business owners can expand their geographic reach, find new… Read More

Rather than hiring another employee to enhance business-to-business growth, outsource your efforts to the experts. CreativeOne has a new option for busy producers: Executive Appointments. The program employs a service that sets appointments for you with pre-qualified small business owners. The mature, experienced callers with Executive Appointments tell your firm’s story and schedule meetings with… Read More

The DOL is proposing to extend the January applicability date of the fiduciary rule by 18 months. The proposed delay would extend the transition period and delay of applicability from Jan. 1, 2018, to July 1, 2019. Watch for more details >> In a filing in the District Court of Minnesota, Labor Secretary Acosta told… Read More