Kati Hess - Creative Edge

Identity Theft Protection – $1 million ID theft insurance and recovery 

March 26 2019

by Kati Hess

Did you know more than 41 million Americans have had their identities stolen1? Many of those individuals are older adults, and maybe it’s happened to someone you know. Why not be part of the solution that protects your clients, where you get a 25-percent commission? Introducing Identity Force, a company with 40 years of experience protecting… Read More


Stay Above Board with Your Social Media

March 19 2019

by Kati Hess

Social media is the name of the game these days. Recently, LinkedIn found that 81% of all small and medium businesses use some kind of social platform. And while social media is known for being a seamless and fast form of communication, it also brings with it a level of record-keeping for financial advisors. FINRA… Read More


How do I make sure my Facebook seminars are guaranteed?

February 22 2019

by Kati Hess

Are you currently doing a Facebook seminar? Let’s make sure it’s guaranteed! Below you will find our best practices, terms and conditions designed to help you get the best performance out of your Facebook seminar with CreativeOne. Only seminars that follow these best practices will qualify for our guarantee. We will still run your seminar,… Read More


CreativeOne teams up with the Veterans Community Project.

February 19 2019

by Kati Hess

They’re the heroes working to end homelessness among veterans. We’re just helping. For many veterans, the reality of becoming homeless is all too real. With the help of Veterans Community Project, that reality is changing, and CreativeOne is proud to partner VCP as part of our Creative Cares initiative. For starters, we sponsored a two-by-four… Read More

Related terms: Breaking News



Annuity Companies Look to Simplify the 1035 Process

February 13 2019

by Kati Hess

The 1035 exchange isn’t known for efficiency. An exchange between annuities usually requires multiple signed documents, a lengthy compliance and suitability review, and settlement as the funds are transferred between carriers. It’s not unusual for an exchange to take weeks, if not months. That could be changing though. According to a recent article in InvestmentNews,… Read More


What are the trends for brands and social media in 2019?

January 2 2019

by Kati Hess

Social media never stops evolving. If you’re like us, you’re always looking forward to what’s next. So, what can you expect trend-wise for social media in 2019? Things never stay the same for long in the digital space. Here are a few things CreativeOne is looking at as we plan our social media strategy for… Read More