Life Archives - Creative Edge

Social Selling for Financial Professionals with Pacific Life

Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand.   What is Social Selling? – Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones. The 4 Key Aspects of Social Selling: Create Your Presence… Read More


IULs: New Entrance – Bigger Game?

2019 is the year of the IUL. To quote the recent Lego movie soundtrack, “Everything is awesome.” We’ve heard the rumors about the anticipated additions and new features to come in 2019, but we’ve have one more instore for our advisors. We’re pleased to announce the addition of Pacific Life to the CreativeOne breadth of… Read More

Related terms: Life



Corvettes, Blind Spots and Active Policies

Life insurance policy reviews — we hear about this all the time, maybe too often.   On Google there are nearly 25 million results! So, let’s not rehash what’s generally done to evaluate life-changes-based reviews: marital status, large purchases, children, dependents, employers, beneficiaries, and so forth. Google it, there are lots of incredible resources. Let’s… Read More

Related terms: Life



Checkups 101 … Advisors and dentists aren’t too different

A critical key to building a dental profession is connecting with people and helping them feel comfortable. So much so, clients continue to come back to the dentist looking for potential hazards of the trade… brushing habits, teeth grinding, gum health, and dental decay. Dentists continually assess current symptoms, but help us outmaneuver poor behaviors… Read More

Related terms: Life



Too Young to Give it All Away: Accumulation Sales Strategy

March 21 2019

by Mark Shelton

Do you think estate tax planning is all about the client’s beneficiaries? THINK AGAIN!   Properly structured planning is client-centric, flexible and should be highly liquid. See how this design concurs servicing policy debt, transforms compound interest and turns it into simple interest. Let’s face the facts: many estate planning sales have stalled out because… Read More

Related terms: Life



Welcome Pacific Life

March 21 2019

by Steve Baum

For 100 years Pacific Life has been a well-known brand and one of our most requested life insurance carriers. We’re pleased to announce the addition of Pacific Life to our suite of life insurance offerings. You can now lean on your CreativeOne team to process your Pacific Life business.   Pacific Life News   Pacific… Read More


If Indexed Universal Life Was Like Football

OK football fans, if you’re tiptoeing in the IUL market, take a look at NACOLAH’s flyer on IUL. It has a great analogy that shows the main advantages of index accounts that shields from negative returns through a zero-percent floor.  Right now, NACOLAH’s IUL is one of our leading products—it’s well priced and has excellent… Read More

Related terms: Life



Life Policy Reviews are Overlooked Opportunities

February 21 2019

by Steve Baum

Right now, is the perfect time to begin scheduling policy reviews! Not only does life change from year to year, but life insurance products can also change over time.  As you meet with your clients, here are a few items to consider: Could your client retain the same coverage, but at a lower cost? Is… Read More

Related terms: Life



Variable Universal Life: Place Your VUL with Us!

February 1 2019

by Mark Shelton

Place Your VUL Business with Us! Access not one, but several of the top-selling variable life insurance carriers and enlist our team to process your VUL paperwork. We’ll ensure cases are in good order to speed up the placement process, position the case with underwriters and negotiate carrier offers on your behalf. If you’re not… Read More

Related terms: Life



Use Redtail to streamline your firm

CreativeOne has partnered with Redtail to offer discounted services. In order to run an efficient business, it is imperative to have a system in place to streamline your customer database processes.  Being organized can directly impact your bottom line. The best part? All contracted agents can receive a discount through CreativeOne. Already have a CRM?… Read More