Do you keep things simple enough? What’s your answer if a client asks you “What if I retire later?” What do you do when your client says “no”? How do you show the power of indexed annuities, life or LTC? Don’t let sales fall this fall … make sure you’re getting the most out of… Read More
Brad HillMarketing Programs Manager - Creative Edge
Income Maximizer Virtual Training Event
Related terms: Annuities, Industry News, Life, Planning Tools, Practice Management, Product Training & Knowledge, Technology / Software, Training
Agent Website Creator: Create Your Website in 3 Easy Steps
In today’s digitally driven world, your website is the entryway for many prospects in the buying process—it’s how they get to know you and your business. With CreativeOne’s Agent Website Creator, building a customized website is easy and the best part is, it’s FREE*! The process is simple, too: Choose a Design Multiple layouts and… Read More
Generate Brand Buzz with Hole in One
FORE! If you want to create brand buzz among new, qualified and more-affluent leads, Hole in One may be just the program you’re looking for. With this innovative marketing program, you pay only a low premium while offering prospects exciting monetary hole-in-one winnings, luxurious vacations and various other prizes. It’s a simple idea that’s easy… Read More
Related terms: Agency Building, Annuities, Customer Relationship Management, Practice Management, Savvy Strategies
Improving Client Relationships through E-Marketing
Want better relationships with your current and prospective clients? e-Relationship is just the tool you need. Indisputably, the key to our industry is building relationships. Good client relationships lead to happier customers and thus more referral-based business. Who doesn’t like the sound of that? e-Relationship is an e-marketing tool that keeps you top-of-mind with your… Read More
Related terms: Customer Relationship Management, Marketing, Online Marketing, Practice Management
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
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
Related terms: Annuities, Branding 101, Customer Relationship Management, Lead Generation, Market Niches, Marketing, Online Marketing, Practice Management, Referrals, Sales Strategies, Savvy Strategies, Social Media, Social Security
Gain Brand Awareness with Golf Marketing
Thirsty for awareness among new, qualified and more-affluent leads? Hole in One may be just the answer you’re looking for. With this innovative marketing program, you pay only a low premium while offering prospects exciting monetary hole-in-one prizes, luxurious vacations and various other prizes. It’s a simple idea that’s easy to execute. Contact your local… Read More
Related terms: Agency Building, Annuities, Customer Relationship Management, Lead Generation, Market Niches, Marketing, Practice Management, Sales Strategies, Savvy Strategies
Retirement Income Plans Simplified with IMAX
The Income Maximizer or IMAX is an easy to understand retirement income planning software program that helps producers create retirement income plans for their clients. IMAX helps give a producer’s product recommendations validity as it shows their effect on a client’s retirement income picture. Many Americans today do not spend the necessary time analyzing what their… Read More
Related terms: Estate Planning, Financial Strategies, Planning Tools, Sales Strategies, Savvy Strategies, Social Security, Technology / Software, Uncategorized, Wealth Management
SmartOffice Anywhere - your practice on the go
It’s 2:00 a.m. and you wake up in a panic. Your bags are packed, and you’re leaving on vacation in a few hours. You prepared your staff to run your financial services practice in your absence, but it just occurred to you that you forgot to communicate a few mission-critical tasks. You could type out… Read More
A magazine with only one advertiser: You
In the insurance and financial services industries, some professionals grow effortlessly; others struggle to cultivate leads and retain clients. Contrary to popular belief, success has little to do with a great personality or industry credentials. It comes down to a much simpler phenomenon: top-of-mind awareness. Top-of-mind awareness means that when prospects want or need your… Read More












