March 2017 - Creative Edge

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

Related terms: Industry News



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


Breaking: DOL Proposes Fiduciary Rule Delay

The Department of Labor’s fiduciary rule has officially been delayed. Watch the video to get all the details:   As always, we’re here to guide you through these ever-changing times. Don’t hesitate to call with questions or concerns at 800.992.2642. Stay current on all of the latest developments at C1 Insider.


Make Simplify Your Retirement Work for You

Quality leads • Designed by $12M producer • No extravagant tab   sign up now >> During this 30-minute Simplify Your Retirement webinar, you’ll learn: From the producer who designed it, and generated $25M from it in two years. About the course materials and how to best use them. How to be seen as a… Read More


The Rise of the 401(k)

March 1 2017

by Client One Securities

The financial services industry has seen dramatic and impactful change in the last couple of decades and that change has accelerated in the last few years. One of the most affected areas is the retirement planning universe. Traditional retirement savings plans—like pensions—have become almost entirely extinct and the 401(k) and similar alternatives have taken center… Read More