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BREAKING: House passes the Family Savings Act

September 28 2018

by CreativeOne - www.creativeone.com

Here’s what you need to know about it. Last Thursday and Friday, the U.S. House of Representatives passed H.R. 6757, or the “Family Savings Act,” part of a three-bill package known colloquially as “Tax Reform 2.0.” The bills are “dead on arrival” in the U.S. Senate, according to CNBC Markets, but that might change going… Read More

Related terms: Breaking News



Using Facebook lookalikes and advanced lead-generation techniques.

September 17 2018

by CreativeOne - www.creativeone.com

Lead generation is the lifeblood of your business. We make it easy with Facebook. Facebook has changed the way it handles marketing and privacy by eliminating Partner Categories and direct access to third party data, but that doesn’t mean anything has changed in terms of how we can find you leads. In fact, our hypertargeting… Read More


Retirement updates to RMDs and MERPs from the Oval Office.

September 10 2018

by CreativeOne - www.creativeone.com

Trump signed an executive order on retirement savings. Here’s what you need to know. At the end of August, Donald Trump traveled to Charlotte, North Carolina, and signed an executive order asking the Labor and Treasury Departments to look into some changes that might affect your clients’ retirement income savings plans. It’s unclear how much… Read More

Related terms: Breaking News



Global Atlantic FIA Webinar Opportunities

You may have heard that our fixed index annuity lineup just got stronger! Get in the game – with our informational FIA webinars! Our informational webinars are designed to help you better understand the new features and benefits of our strengthened FIAs – Income 150+ SE, Choice Income II and Choice Accumulation II. I am… Read More


Let Our Groundbreaking Creative & Marketing Teams Guide You

We all know marketing can be a tough journey. Let us make the trip easier for you. CreativeOne provides the road signs and paves the way over rocky terrain toward success. Our unique value proposition makes you more future-savvy by providing you with the vast array of services you need. Your branding, with help from… Read More

Related terms: Marketing



Swing for the Flag!

The odds of hitting a hole-in-one on a par three are 12,500 to one. The odds of scoring a new lead at the 19th Watering Hole are much, much better. Gin up the buzz around town over your financial advisory practice with Hole in One, a creative marketing tool that generates qualified, affluent leads in… Read More

Related terms: Marketing



Endless Events: Your Creative Edge to Referrals and Client Appreciation

Socializing is networking and networking is new business. What’s the best, no-pressure way to gather many of your clients together all at once and get them to bring their friends? Endless Events. The longest running social science study ever at Harvard found that relationships are the key to human happiness. So, treat your clients to… Read More


How to choose a CRM platform

Don’t lose sight of your customers. When you’re a small business owner running your own financial services company, you have to wear all of the hats. That includes marketing and customer relations. It’s not just about leads alone — it’s about converting, and about maintaining those connections you make. Do you have the right customer… Read More

Related terms: Marketing



How to Improve Your SEO

You might be making these common SEO mistakes. Search Engine Optimization, known in marketing circles as SEO, means writing, but not for people—SEO is about writing for computers. That’s an entirely different way of thinking, although some principles, like having a point, hold true. Take a look at these 5 Tips for Writing and SEO Optimization from… Read More

Related terms: Marketing



Help keep your clients exposed to equities with a level of protection

Tools for Your Clients to Understand How Shield Can Help.   Brighthouse ShieldSM Annuities are designed to help clients take advantage of the growth opportunities equities offer while providing a level of protection in down markets. These tools can help clients see it in action. Give your clients a “hands-on” lesson with the Shield Interactive… Read More