Training Archives - Creative Edge

Earn CE Credits & Boost Insurance Opportunities

As a former producer, earning CE credits is a necessary chore for our profession. How many times have you sat in a class and thought … how is this relevant to my practice? How will this help me grow my business? Your time is limited. What if you could attend CE classes that also delivers ideas… Read More


Expanded E&O Insurance with Fiduciary Coverage: Do You Need It?

With the Department of Labor (DOL) fiduciary rule, CreativeOne suggests you expand your E&O coverage to include fiduciary coverage. As an active 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 Tiered coverage means you only… Read More


Annuity Solutions Pro Now Offers Firelight

What is Firelight? Firelight is a multi-carrier e-application solution handling your data collection and form submissions. Designed to deliver “In Good Order” (IGO) applications directly to carriers, Firelight not only sends forms to carriers, but also feeds CreativeOne’s internal new business systems. Intelligence is built into the forms (maintained by the carriers) to handle logic and… Read More


Stay on Top of Your Game with CreativeOne’s Income Series

Short on time, but crave the latest to stay on top of your game? You’re invited to view our library of powerful webinars where you’ll learn about the latest industry topics at a time that fits your busy schedule! What better way to maximize your time? Take a listen and learn! Income Series 101: Accessing… Read More


Download The Barron’s 2016 Best Annuities Chart

Barron’s, one of America’s top financial newspapers and magazines, recently published its sixth-annual review of the most competitive annuity products in the marketplace focusing on providing guaranteed income for life. Within Barron’s chart, the publication highlights the 50 most competitive products available today, comparing and contrasting the primary income annuity alternatives including variable annuities, deferred… Read More


6 Common Compliance Questions Answered

Vital to your business, yet painstakingly time-consuming and complex, compliance is an essential function of your business. While it can seem like being compliant is an inefficient use of your time and gets in the way of “real work,” it is actually one of the most important safeguards for your company. To help you understand… Read More


A Turnkey Seminar: Retirement Income Planning

There may be no greater way to make a good impression among several prospects at once than with a seamless seminar presentation. Don’t spend your time creating materials for your next seminar when we already have them assembled for you! Introducing CreativeOne’s Retirement Income Planning seminar. Today, retirees and pre-retirees are concerned whether they’ll have… Read More


NAFA 2015 Year in Review & 2016 Perspectives

Join NAFA’s Executive Director, Chip Anderson, for a comprehensive review of NAFA’s 2015 key initiatives as well as details on NAFA’s strategic approach for 2016. Thursday, December 17, 2015 UPDATED START TIME 11:30 a.m. PT | 12:30 p.m. MT | 1:30 p.m. CT | 2:30 p.m. ET Can’t see the button? Register Now. Looking for… Read More


Webinar: The Ins and Outs of Annuity Product Pricing

Join CreativeOne and the National Association for Fixed Annuities (NAFA) for a webinar discussing the ins and outs of annuity product pricing. This webinar will teach you about: The role of the surrender charge in an annuity contract. How market value adjustments can impact annuity value. How carriers price fixed index annuities. What to understand… Read More


Income Maximizer Virtual Training Event

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