Andrew PayneGeneral Counsel - Creative Edge

We asked our general counsel what could happen with the Fiduciary Rule.

Here are some potential next steps for the Department of Labor’s case in the Fifth Circuit Court of Appeals. Many questions remain about the fate of the Department of Labor’s Fiduciary Rule following the Fifth Circuit’s opinion vacating the rule on March 15, 2018. Is the rule dead? It’s not so simple. The answer to… Read More

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PTE 84-24: How to Obtain Commissions Information

In order to assist you in complying with the requirements of PTE 84-24 for your qualified annuity sales, CreativeOne is offering its agents two options on how obtain commission information to fulfill the necessary information on the PTE 84-24 Disclosure. Along with many insurance carriers, CreativeOne offers a generic PTE 84-24 disclosure available for your… Read More


DOL Disclosures: Which One Will You Use?

Following the June 9 implementation of the DOL fiduciary rule, agents and advisors are required to provide appropriate disclosures. Disclosures will vary by carrier and producer. Currently there are two different routes in which carriers are looking to comply. Learn more about the disclosures >>