Sales Notes Archives - Creative Edge

Life Insurance Can Change Lives—Ask Sarah W.

Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More


When It Comes to Dinner Seminars, Location is Everything

Always follow best practices. You hear this all the time, but the thing is, when you do, you find success. When it comes to dinner seminars, we’ve learned a thing or two, including location is EVERYthing. Through our agents who have utilized best practices for dinner seminars, we’ve found commonalities between the separately held events… Read More


Make Simplify Your Retirement Work for You

Quality leads • Designed by $12M producer • No extravagant tab   sign up now >> During this 30-minute Simplify Your Retirement webinar, you’ll learn: From the producer who designed it, and generated $25M from it in two years. About the course materials and how to best use them. How to be seen as a… Read More


What are Diamond Leads?

Diamond Leads

With our exclusive lead generation program, Diamond Leads, we’ll get you in front of hundreds of the right prospects. All you have to do is run the leads and write the business! This turnkey seminar program requires a minimal time commitment, but provides a high volume of leads. You don’t even have to present the… Read More


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) issues. Getting contracts issued faster. Enhanced e-signature capabilities that offer… Read More


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


Stay on Top of Your Game with CreativeOne’s Income Series

Short on time, but crave the latest to stay on top of your game? You’re invited to view our library of powerful webinars where you’ll learn about the latest industry topics at a time that fits your busy schedule! What better way to maximize your time? Take a listen and learn! Income Series 101: Accessing… Read More


Sequence of Returns Calculator Generates Leads

The ability to retire: the ultimate dream Americans spend their whole lives working toward. A time free from financial worry, a time when they’ll be able to do whatever they want, whenever they want … yet market volatility can create a type of risk that can derail an unprepared retirement income portfolio. That risk is… Read More


The Importance of Annual Reviews

Now is a great time to start setting up your client annual reviews. Not only are they a great way to stay top-of-mind with clients, but these appointments also create opportunities to ask your best clients for referrals and cross sell life insurance to them. Think about it. Isn’t it easier to ask clients who… Read More


Social Media Elite Package Enhanced, Prices Lowered

Your online presence is far more than just having a website. Today’s fast-paced, ultra-connected business world requires a comprehensive Internet marketing plan that incorporates multiple essential elements. Enter the new and improved CreativeOne Social Media Elite program, with three packages to choose from. We’ve tweaked the offerings and lowered the prices on all options, so… Read More