Technology / Software Archives - Creative Edge

Who really is Jonathan Lee? Hear what he can do to your practice.

Acclaimed speaker and CEO of the Foundation for Financial Education, Jonathan Lee, visited more than 40 sales offices around the country in 2017, and he’s ready to share what he’s learned with you, if you’re ready to listen to his advice. Why not come and hear what he has to say? Lee has experience turning his… Read More


Potentially Earn an Extra $500 for Just Writing Business with CreativeOne!

With CreativeOne’s Annuity Solutions Pro, you now have access to FireLight, a multi-carrier e-application solution to handling your data collection and form submissions. Why use FireLight? Now you can: Spend less time completing paperwork. Reduce not-in-good-order (NIGO) issues. Get contracts issued faster. Use enhanced e-signature capabilities that offer straight-through processing. Earn Up to $500 Extra!… Read More


In-Person IMAX Training

Join us for a live 1 1/2 day in-person event in Scottsdale, Arizona hosted by Thomas Gold Solutions. Super charge your knowledge of Income Maximizer. 10 hours of software education and appointment training. Small class size, 14 attendees max, breakfast & lunch included. Multiple locations and dates for your convenience. March – Scottsdale (March 22-23,… Read More


Meet Matt. He Lost But He Ultimately Won.

A story’s worth a million words. Rather than tell you about ChangePath’s effect on a hypothetical firm, we thought we’d show you a real advisor, Matt, talking about what it did for him. Matt Green had $15 million in assets under management (AUM). Then he lost a key operations person. But — as the cliché goes —… Read More


Appear on Your Local News Station or in a National Consumer Magazine—GUARANTEED

Large-Scale Media Exposure • 110% Guaranteed Placement • Be the Expert Want to be featured as a financial expert in your local market, or nationwide? With Instant Authority, you get guaranteed placement of publicity through various digital, television or print media outlets. Tune in to our webinar featuring Amazon best-selling author and media expert Jeremiah… Read More


What’s the New Status Quo for Investments?

ChangePath: Investment Platforms 101

The outsourced investment management approach began ever so slowly, but as the industry responded to the challenges and regulations of recent years, advisory firms embracing turnkey asset management platforms (TAMPs) has reached critical mass. How many are embracing TAMPs? Around $3 trillion is running on TAMPs, pushing out traditional in-house portfolio construction assets under management… Read More


PTE 84-24: How to Obtain Commissions Information

In order to assist you in complying with the requirements of PTE 84-24 for your qualified annuity sales, CreativeOne is offering its agents two options on how obtain commission information to fulfill the necessary information on the PTE 84-24 Disclosure. Along with many insurance carriers, CreativeOne offers a generic PTE 84-24 disclosure available for your… Read More


Write Annuity Business via FireLight and Potentially Earn $300

Get Your Apps IGO and Get Paid for Online Apps Writing new business with CreativeOne has never been easier! With CreativeOne’s Annuity Solutions Pro, you now have access to FireLight, a multi-carrier e-application solution for handling your data collection and form submission. Benefits include: Spending less time completing paperwork. Reducing not in good order (NIGO)… Read More


CreativeOne App Gets a Makeover

Remember how we told you about the new CreativeOne mobile app back in July? Well, it just got better. The responsive and mobile-friendly app has recently had a makeover and is now easier than ever to use. After listening to your feedback, we’ve optimized the app with new features and a new layout that helps you… 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