Sarah Williams - Director of Marketing Services, Author at Creative Edge

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

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

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

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

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

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

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

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

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

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