As you know, Colorado Bankers Life Insurance Company (CBLife) was placed into rehabilitation by the North Carolina Department of Insurance on June 27, 2019. As a result, CBLife is in the process of terminating all agents’ appointments and notifications will follow shortly. Please note all agents will still have admin access to their client’s contact… Read More
Sarah Williams - Director of Marketing Services, Author at Creative Edge
Colorado Bankers Life terminates all agents
Related terms: Annuities, Breaking News, Carrier Announcements / Updates, Products & Carriers
CreativeOne offers four seminars with FINRA letters
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
Related terms: Annuities, Branding 101, Facebook, Lead Generation, Marketing, Online Marketing
DOL sets date to propose new fiduciary rule
In December, the Department of Labor plans to propose a new fiduciary rule as a continuum of the battle to overhaul investment advice for retirement accounts. The rule will likely be contoured to the SEC’s new advise standards. Read more about the proposed rule here. CreativeOne will continue to monitor the situation. For more information,… Read More
Related terms: Annuities, Breaking News, Suitability / Compliance, Uncategorized
Have you considered Performance Choice Series by North American?
What sets Performance Choice Series apart? Performance Choice 8 is a deferred, flexible-premium, fixed index annuity. The value will grow at a rate based on the fixed or index account (or index accounts) chosen. Index accounts are tied to market performance, but they are not an actual investment in the stock market. In other words,… Read More
Related terms: Annuities, Products & Carriers
Cheers to 35 Years and Many More to Come!
CreativeOne celebrates 35 years of diversified financial services. CreativeOne is celebrating its 35th anniversary as one of the industry’s premier annuity and life insurance wholesalers in the independent space. The company was founded in 1984 as a life insurance wholesaler that was started out of a basement and has quickly evolved into a broad diversified… Read More
Related terms: Industry News, Marketing
How a $7 MM Advisor Got His Leads with a Golf Ball
Generate Awareness with Golf Sponsorship Are you looking for a way to raise your brand’s awareness among affluent prospects? With CreativeOne’s Hole in One program, you’ll have the opportunity to connect with high-net-worth individuals over golf while potentially expanding your referral network at the same time. How does it work? Contact your local country club… Read More
Related terms: Annuities, Branding 101, Lead Generation, Marketing, Referrals
Redtail CRM: Easy to Use, Quick to Deploy & Delivers a Rapid Return on Investment
Looking for more from your CRM? Well, look no further than Redtail. Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office and email archiving solutions in the financial services industry. Cohosted by David Mehlhorn, Director of Sales at Redtail and Dennis Mattern, VP, Training & Development at… Read More
Related terms: Customer Relationship Management, Practice Management, Sales Strategies, Technology / Software
Need a hand explaining North American SDA X?
Need a little help or clarification explaining North American’s Strategic Design Annuity (SDA X)? Check out this quick video touching on some key points that SDA X might be able to offer to your clients today! For additional information on the SDA X click here to access a copy of the client friendly… Read More
Related terms: Annuities, Annuity Mechanics, Product Training & Knowledge, Training
How to use social media this holiday season.
The holiday season is upon us. Don’t waste it. You know them: Christmas Eve and Christmas Day (December 24 and 25), Hanukkah (now past—it ended on December 10), Kwanzaa (December 26 to January 1) and New Year’s Eve and Day. If you’re in Canada, you have Boxing Day, too. Or maybe you’re a Seinfeld fan… Read More
Related terms: Branding 101, Marketing
Making a marketing plan for 2019.
We know what works and what doesn’t to grow your firm. Let us show you firsthand. Every year it’s the same. You resolve to take advantage of the new year to reinvigorate your business. You start off hot, burning up new ideas, but there are too many to choose from, and you’re not sure what… Read More
Related terms: Marketing