Partnering with Creative Marketing certainly has it perks — including one that can really take you places. It’s called our 120-Day Quick Start Program. In fact, it could take you to the nation’s most exclusive hideaway for an unforgettable week in the lap of luxury. For every dollar of production you submit in the first… Read More
Life
Athene announces buyer for Aviva USA Life Business
Athene Holding Ltd. (“Athene”) has announced it has agreed to sell Aviva USA’s life insurance business to Commonwealth Annuity and Life Insurance Company. Commonwealth is a Massachusetts domiciled insurance company that is rated “A-” by AM Best. The sale of the Aviva life business is expected to close simultaneously with the closing of the Aviva… Read More
Related terms: Annuities, Carrier Announcements / Updates, Industry News, Life, Products & Carriers
Now Is the New ‘Golden Age’ As We Advise Clients
One of my colleagues, Paul McGillivray, recently graced me with his paperback copy of The Life and Times of the Thunderbolt Kid, Bill Bryon’s paean to growing up in Des Moines, Iowa in the halcyon decade of the 50s and the tumultuous 60s. Growing up in the Des Moines area myself, born but 4 years… Read More
Related terms: Annuities, Investments, Life, Taxation, Wealth Management, Word From The Wise
Commander Data
Star Trek: Next Generation was always right in my wheelhouse. I loved the optimistic and technologically advanced view of the future along with the adventure inherent in exploring the unknown. A favorite character was Data (the first to be discovered but second to be created, for aficionados): sentient android or artificially-created being through which the… Read More
Related terms: Annuities, Financial Planning, Industry News, Life, Marketing, Products & Carriers, Word From The Wise
Creative Life Prepares Producers to Capitalize on Growing Need for Advanced Markets Planning
Creative Marketing announced its life insurance division, Creative Life, experienced record sales in 2012 due largely in part to a reconfigured service model and the development of resources to prepare producers for larger advanced markets sales. Creative Marketing is projecting Creative Life to experience solid double-digit growth in 2013 with its increased emphasis in nonqualified… Read More
Turn an underused strategy into sales working overtime
A wise man once said, “Productivity is never an accident. It is the result of a commitment to excellence, intelligent planning, and focused effort.” So why is it so many business owners still don’t have a solid plan for success? Now is a great time to take a look at what’s working in your practice… Read More
Related terms: Agency Building, Annuities, Branding 101, Customer Relationship Management, Lead Generation, Life, Market Niches, Marketing, Planning Tools, Practice Management, Quick Start Success, Referrals, Rewards, Strategic Partnerships, Technology / Software, Training
Save time and money with Aviva’s Digital Upload Tool
If you’re looking for a way to streamline the submission process and ensure your applications get to the home office in a timely manner, take a look at Aviva’s newly revamped Digital Upload Tool. Now available and running on Aviva Connect, it allows producers to upload paperwork related to new business, inforce business, and licensing… Read More
Related terms: Annuities, Carrier Announcements / Updates, Life, Products & Carriers, Products & Carriers, Technology / Software, Training, Uncategorized
Advisors adopting the iPad as a business tool at a record pace
Last spring, Creative’s Chief Information Officer, Robert Wingerter, gave a rousing presentation to our elite Tailor Made producers about the importance of evolving technology in the advisor’s business. He highlighted the growing number of agents who were integrating tablet technology – more specifically the iPad® – into their businesses for streamlining processes and improving communication…. Read More
Related terms: Annuities, Customer Relationship Management, Online Marketing, Planning Tools, Planning Tools, Practice Management, Social Media, Technology / Software, Training
Not-so-risky business: The indemnity-style long-term care rider
As you and all of your business owner clients know, getting started on your own is accompanied by taking a risk. Business success is hardly a sure bet, but taking appropriate precautions and planning carefully can help minimize the potential for obstacles that could damage or dismantle the company you work so hard to build…. Read More
Field underwriting tips for clients with peripheral neuropathy
Symptoms, causes, complications, treatments, prognosis, prevention. In the medical world, there are many things to consider when treating a patient. As an insurance agent trying to get a policy placed on a client with a medical condition, your job is much the same – to make sense of it all and present the underwriter with… Read More




