April 2017 - Creative Edge

What’s a TAMP?

ChangePath: Investment Platforms 101

Many agents and advisors haven’t heard of turnkey asset management platforms (TAMPs). And, unbeknownst to some investment advisor representatives in larger firms, they unknowingly have limited exposure to a TAMP. Have you been exposed? Do you know what a TAMP can do for independent advisors? Let’s discuss … TAMPs Create Efficiencies TAMPs* provide advisors a complete… Read More


Use Custom Content to Generate Leads Online

Use Custom Content to Generate Leads Online Turnkey Process • Cost-Effective • Untap the Online Market Join our director of digital marketing and demand generation, Clifford Blodgett, VP of annuity sales, Mark Krueger, and marketing programs manager, Jessica Scheuler for an informative marketing webinar. Wednesday, April 19 11:30 a.m. CST 9:30 a.m. Pacific / 12:30 p.m…. Read More


How the DOL Rule Can Benefit Your Business

60-day delay | 63-page delay document | 200,000 comments on the rule During this 30-minute DOL fiduciary rule webinar, you’ll learn: What changed with the delay and what didn’t. What the impartial conduct standards are and what they mean to you. What the status is of the transition best interest contract (BIC) exemption. How to… Read More


Get to the Hill. Get on Top of Fixed Annuity Issues

Join us in Washington, D.C. June 21-23 As one of our most valued agents, we’re asking you to join us at NAFA’s seventh annual Annuity Leadership Forum. For years, this premier industry event was open only to insurance carriers and IMOs, but now, you have the chance to participate and make your voice heard on… Read More


What Risks are Women Facing as They Approach Retirement?

Women face different retirement challenges. The infographic below lays out how risks and challenges may affect your retirement.

Related terms: Women's Market



5 Things You’re Forgetting About Your Website

There was a time when your first interaction with a new prospect or lead would have likely happened over the phone or perhaps in person. Your first interaction would have been a two-way conversation, which would have allowed you to exert some influence and shape their perception of you. Today, your prospects are likely to… Read More


DOL Announces 60-Day Delay

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


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