Strategic Partnerships Archives - Creative Edge

Performance Powered by Partnership

The competitive drive that builds champions is what sets CreativeOne financial professionals above the rest. On Wednesday night, the spotlight was turned on CreativeOne when the Phoenix Suns played the Utah Jazz. Check out this quick video to see the highlights! Call me today to find out more about the exclusive benefits of a partnership… 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


Jeff Eisenhauer to Lead Client One into the Future

Please join me in welcoming Jeff Eisenhauer as the chief compliance officer and VP of operations of Client One. Jeff is the former vice president at VSR Financial Services and manager of brokerage operations at financial services firm TIAA-CREF Individual and Institutional Services LLC, where he was involved in creating, developing and leading a broker-dealer… Read More


What’s a TAMP?

ChangePath: Investment Platforms 101

Many agents and advisors haven’t heard of turnkey asset management platforms (TAMPs). And, unbeknownst to some investment advisor representatives in larger firms, they unknowingly have limited exposure to a TAMP. Have you been exposed? Do you know what a TAMP can do for independent advisors? Let’s discuss … TAMPs Create Efficiencies TAMPs* provide advisors a complete… Read More


Get to the Hill. Get on Top of Fixed Annuity Issues

Join us in Washington, D.C. June 21-23 As one of our most valued agents, we’re asking you to join us at NAFA’s seventh annual Annuity Leadership Forum. For years, this premier industry event was open only to insurance carriers and IMOs, but now, you have the chance to participate and make your voice heard on… Read More


Partner Will Moneymaker to Retire from CreativeOne

November 14 2016

by Ashley Bowles - Senior Copywriter

Having been a foundation of leadership at CreativeOne for the last 21 years, Will Moneymaker has made plans to retire this December. The birth of his first grandchild and a calling to serve others give Will much to look forward to in his upcoming golden years. Coming from a background in operations and product management… Read More


Connect with CreativeOne on Social Media

Would you like to get to know CreativeOne a little better? Then we encourage you to follow us on social media, including Twitter, LinkedIn and Facebook! Through our social-media channels, we post industry-specific content that keeps you informed of the latest product updates, interesting webinars, sales strategies and breaking news. We’ve recently posted tips for hiring… Read More


Lead Generation Roadmap Helps Producers Stay On Track

Before you begin your journey, map out the route to your destination. As an Agent Development Organization (ADO), CreativeOne believes in helping our producers set and achieve challenging and attainable goals. To do so, we have created a lead generation roadmap to give you guidelines that will keep you on track during the course of… Read More


ChangePath: Your Total Solution Has Arrived

If you’re a wealth management firm looking to integrate insurance within your practice, ChangePath is the solution you’ve been waiting for. As a turnkey asset management platform (TAMP), ChangePath provides a unified managed household approach that illustrates the overall impact of fixed indexed annuities (FIAs) into the Modern Portfolio Theory. Utilizing ChangePath will help grow… Read More


CreativeOne: Best Equipped to Serve You

I’ve never been much of an “I remember when … ” person, but occasionally I’m persuaded by how much things have changed as I sit here typing this on a flight to Florida while listening to a shuffle of my iTunes, reviewing 44-meg worksheets. I remember in the late 80s doing evaluations of insurance company… Read More