There’s a new product hitting the market, and CreativeOne is one of a select few who can offer it to producers. It’s from an A+ rated carrier and has truly head-turning features. You’re not going to want to miss this one. Learn about the numbers behind it today and then contact us to get… Read More
Mind.Blown. A new product you have to see!
Related terms: Product Updates, Products & Carriers
We’ve Partnered Up with Guaranty!
CreativeOne is thrilled to announce a new exclusive arrangement with Guaranty Income Life Insurance Company! This partnership makes us one of a select few organizations who can provide the Guaranty Growth PLUS™ (GGP) fixed indexed annuity. GGP includes two of the top four performing indices for 2019, is built for accumulation and also provides a free… Read More
Related terms: Annuities, Product News
Setting Client Expectations in 2020
Do you have your crystal ball ready? It’s the beginning of a new year, which means it’s time for everyone to make predictions about what’s in store over the next 12 months. Clearly, no one can predict the future. However, that doesn’t stop analysts from giving their best attempt. As you can imagine, the… Read More
Related terms: Financial Planning
Do You Have a CRM Yet? It’s Time You Do!
How do you manage your relationships with your clients? Do you use sophisticated client relationship management (CRM) software, like Salesforce? Or do you do it the old-fashioned way, perhaps with an Excel spreadsheet or even a physical contact book? According to a study by Financial Planning Magazine, more than 90% of financial professionals report… Read More
Related terms: Customer Relationship Management, Practice Management
What Lessons Should Investors Take From the WeWork Debacle?
The longest bull market in history is about to enter its 11th year. During that time, the red-hot tech IPO has become a frequent phenomenon. Facebook. Twitter. Snapchat. Alibaba. Uber. These companies and more have all made their debut as publicly-traded companies in the last decade. Sometimes these IPOs work out for investors. That… Read More
Related terms: Uncategorized
How Did The Market Perform in October?
The equity markets surged in October, fueled by a combination of Fed rate cuts, strong corporate earnings, and renewed optimism for a breakthrough in US-China trade talks. The major indexes had the following returns: NASDAQ – 3.71% Russell 2000 – 2.63% S&P 500 – 2.17% DJIA – 0.59% Rate Cuts The Federal Reserve cut rates… Read More
Related terms: Industry News, Wealth Management
What Does the Impeachment Inquiry Mean for the Financial Markets?
It’s been more than a week since Nancy Pelosi announced that the House of Representatives would open a formal impeachment inquiry into President Trump. Since that time, the S&P 500 is down more than 2.66%. Is the market’s slide directly correlated to the impeachment inquiry? The president thinks so. In a tweet on October… Read More
Related terms: Breaking News, Industry News
And We’re Live…Why LinkedIn Live is a Great Tool
Have you received a notification in the last couple of months letting you know you have gained access to LinkedIn Live? Yes? No? Either way, you’re not alone. LinkedIn Live is one of LinkedIn’s newest rollout features being used to help stay on track and (in some cases) ahead of the crowd when it comes… Read More
Related terms: LinkedIn, Marketing
Why Is the Fed Cutting Rates? And What Does It Mean for Your Clients?
A recent Bloomberg survey found that economists think the Fed will cut the federal funds rate by a quarter-point in their next meeting on Wednesday, September 18. The survey also found that economists expect another cut later in 2019 to bring the overnight lending rate down to 1.75%.1 The Fed cut rates in… Read More
Related terms: Industry News, Legislation
The SECURE Act: Why It Could Bring Big Changes to 401(k)s, IRAs, and Annuities
The SECURE Act continues its journey through the Capitol. The Setting Every Community Up for Retirement Enhancement (SECURE) Act first made an appearance on Capitol Hill in 2016. However, it finally made substantial progress in May of this year when it passed through the House of Representatives with overwhelming bipartisan support. The bill is… Read More
Related terms: Industry News, Legislation