As part of CreativeOne’s Agent Development Organization (ADO) philosophy, we’re always looking for ways to better serve you. Our unique value proposition makes you more successful by providing you with the vast array of services you need, and that includes streamlining our phones so you can reach your team faster. With this, you’ll get better… Read More
Life Archives - Page 3 of 14 - Creative Edge
Direct Lines Give Quicker Access to Your CreativeOne Teams
Related terms: Agency Building, Annuities, Breaking News, Customer Relationship Management, Life, Marketing, Practice Management, Uncategorized
It’s in Your “Best Interest” to Know the DOL Fiduciary Rule’s Ins and Outs
A Word from Mike Tripses I’m beginning to wonder if this isn’t the most all-consuming U.S. presidential news cycle in history. It’s hard to get news that doesn’t lead back to America’s decision about a single person for one governmental position (VPs not withstanding). I believe some of this stems from the continuing expansion of… Read More
Related terms: Annuities, Financial Planning, Industry News, Legislation, Life, Sales Notes, Suitability / Compliance, Word From The Wise
Danica Patrick Reminds You September is Life Insurance Awareness Month!
Are your clients taking unnecessary risks? September is here, which means Life Insurance Awareness Month (LIAM) is upon us—the perfect opportunity to remind your clients about the importance of having proper insurance coverage for whatever stage of life they’re in. Take America professional stock car racing driver, model and advertising spokeswoman, Danica Patrick’s, story for… Read More
Nine Unique Event Ideas to Grow Sales
Are you looking for innovative ways to generate sales through your existing relationships and build loyalty in select social circles? Hosting well-thought-out and well-planned events can be a great way to gather individuals interested in your services to network with like minds in a comfortable, enjoyable environment. Create memorable occasions that provide opportunities to cultivate… Read More
Related terms: Agency Building, Annuities, Life, Marketing, Referrals, Sales Strategies, Sales Strategies
The Blitz: Don’t Get Declined, Use a Proper Design
The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions. Upcoming Webinars Client profile:… Read More
Related terms: Accumulation Strategies, Agency Building, Case Consulting, Case Studies, Life, Planning Tools, Planning Tools, Practice Management, Product News, Products & Carriers, Quick Start Success, Sales Strategies, Savvy Strategies, Uncategorized, Wealth Management
CreativeOne Releases App with Real-Time Updates
To provide advisors with the ability to access on-the-go case updates and carrier contracts in real time, CreativeOne set out to create an efficient and easy-to-use app, and over the past few months has been releasing the app to its advisors. To better understand the backstory of the app and learn about it from inception… Read More
Probability & Interest Returns
Capped vs. Uncapped Life Products CreativeOne is known for being the leader in life insurance income. Join us as we evaluate capped vs. uncapped interest options for unlimited growth potential. Further your understanding on how to use income strategies as we review back-tested performance to analyze probability and the various accumulation methods used to drive insurance… Read More
Related terms: Carrier Announcements / Updates, Life, Product News, Products & Carriers
Strong Strategies for Estates and Wealth Transfer
Join the discussion as The Lafayette Life Insurance Company takes a look at estate strategies, wealth-transfer techniques, and the ways in which life insurance may play a role. Estate Strategies 101 July 21 at 11:30 a.m. CDT Presented by Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Register >> All of a client’s assets in… Read More
Related terms: Estate Planning, Estate Planning, Industry News, Life, Planning Tools, Planning Tools, Practice Management, Product Training & Knowledge, Products & Carriers, Sales Strategies, Savvy Strategies, Uncategorized, Wealth Management
Lincoln® Changes Term Conversion Guidelines
Changes are coming to Lincoln Financial Group®’s term conversion guidelines. Term conversion options on new term policies with policy effective dates on or after September 12, 2016, will continue to have access to the full suite of competitive permanent products through policy year seven. After year seven, policies that are eligible may convert to one… Read More
Minnesota Life Presents: Life Insurance as an Investment Tool
Minnesota Life Presents: Life Insurance as an Investment Tool BGA and BGA Staff Webinar Thursday, June 30, 2016 1:00 PM CST Join TMA and Steve Sommer, Sales Manager, IDG of Minnesota Life for a presentation on “Life Insurance as an Investment Tool.” Learn how you can use life insurance to help your clients fill their retirement income… Read More
Related terms: Carrier Announcements / Updates, Financial Planning, Financial Strategies, Industry News, Investments, Life, Planning Tools, Planning Tools, Product News, Product Training & Knowledge, Uncategorized, Wealth Management










