Marketing Archives - Creative Edge

Rolling Stones Keep on Giving—Just Like Annuities

July 17 2019

by Kati Hess

It’s 2019 and The Rolling Stones are back… with a sponsorship from the Alliance for Lifetime Income. You heard it right. The rebellious English rock band is going on tour and spreading the word about annuities at the same time. Sounds a little out of the box, doesn’t it? It is, but when you take… Read More


Take Back Your Privacy with Facebook

July 5 2019

by Kati Hess

Privacy. We all want it but it’s hard to obtain in our digital day and age. Facebook understands they have a mountain to climb when it comes to earning back users’ trust and they are making up ground with their latest announcements. Think transparency, advertising and targeting. Facebook is rolling out a feature that will… Read More


LinkedIn Learning: How do you connect?

154 million American workers have LinkedIn profiles. That is 154 million opportunities to connect with people. Are you taking advantage of LinkedIn for your business and professional career? We understand that you are constantly hearing do this or do that and you also hear news about the hottest social media channels buzzing 24/7. You can’t… Read More


Are your clients income ready for retirement?

Access new resources to get clients income ready for retirement with Global Atlantic One of the most important financial-planning decisions a retiree will make is deciding if they can afford to retire. This means considering if they are ready to cross over from accumulating assets to depending on those assets to pay monthly bills throughout… Read More


CreativeOne offers four seminars with FINRA letters

FINRA

We all know seminars have been a long-standing way to generate leads within the financial and insurance industry. CreativeOne understands the importance of having strong, compelling content available to engage attendees. But having that content be in line with compliance guidelines is a whole other story. The good news? We’ve done the work for you. We’re… Read More


The Future of Facebook and What It Means for You

May 30 2019

by Kati Hess

Facebook’s annual conference (F8) was held earlier this month and they covered it all—future trends, technology, news, and security. You don’t have time to go through everything they covered so we did it for you! Facebook can be your best friend or your worst enemy. It’s all up to you and how you decide to… Read More


The Jim Lee Approach – How to Build a Successful Business

On Friday, March 1, over 50 IRS workers filed into a conference on the eighth floor of the Edward J. Schwartz Federal Building in downtown San Diego. They filled their plates with a catered lunch and then, one at a time, stood and spoke about their coworker Malcolm, who was retiring after 42 years of… Read More


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


How to Implement a Formal Referral Program

We’re already four months into 2019. Are you on track to hit your new client goals for the first part of the year? If your answer is no, you’re not alone. The good news is you still have time to get on track and hit your growth objectives. One way to acquire new clients is… Read More


Identity Force packages available to CreativeOne agents

Identity Theft Protection $1 million ID theft insurance and recovery   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?  Introducing IdentityForce, a company with 40… Read More