Life Archives - Creative Edge

Setting Client Expectations in 2020

January 23 2020

by Kati Hess

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

Trump’s Labor Secretary Nominee is No Fan of the Fiduciary Rule

September 4 2019

by CreativeOne -

President Trump’s pick to lead the Labor Department has a long history with the department’s “fiduciary rule.”   Eugene Scalia was tapped by Trump for Labor Secretary nominee in July, after the resignation of former Secretary Alex Acosta. Acosta resigned primarily because of his past involvement in a 2008 plea deal with Jeffrey Epstein. Scalia… Read More

Your Ag Financial Legacy

The Nationwide Land As Your Legacy® team is hosting a webinar to discuss how advisors can better help their agriculture clients and introduce them to their legacy planning programs for farmers and ranchers. We invite you to attend! Your Ag Financial Legacy Hosted by: Dennis Mattern, Pat McEvoy of CreativeOne and Lacey Preston of Nationwide…. Read More

NEW Suitability & Best Interest Requirements in New York

The New York State Department of Financial Services (NY DFS) has released the final version of best-interest Regulation 187 (NY 187) Suitability and Best Interests in Life Insurance and Annuity Transactions. This regulation requires producers and insurers to implement a process that ensures they’re acting in the consumer’s best interest when recommending an annuity or… Read More

Social Selling for Financial Professionals with Pacific Life

Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand.   What is Social Selling? – Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones. The 4 Key Aspects of Social Selling: Create Your Presence… Read More

IULs: New Entrance – Bigger Game?

2019 is the year of the IUL. To quote the recent Lego movie soundtrack, “Everything is awesome.” We’ve heard the rumors about the anticipated additions and new features to come in 2019, but we’ve have one more instore for our advisors. We’re pleased to announce the addition of Pacific Life to the CreativeOne breadth of… Read More

Related terms: Life

Corvettes, Blind Spots and Active Policies

Life insurance policy reviews — we hear about this all the time, maybe too often.   On Google there are nearly 25 million results! So, let’s not rehash what’s generally done to evaluate life-changes-based reviews: marital status, large purchases, children, dependents, employers, beneficiaries, and so forth. Google it, there are lots of incredible resources. Let’s… Read More

Related terms: Life

Checkups 101 … Advisors and dentists aren’t too different

A critical key to building a dental profession is connecting with people and helping them feel comfortable. So much so, clients continue to come back to the dentist looking for potential hazards of the trade… brushing habits, teeth grinding, gum health, and dental decay. Dentists continually assess current symptoms, but help us outmaneuver poor behaviors… Read More

Related terms: Life

Too Young to Give it All Away: Accumulation Sales Strategy

March 21 2019

by Mark Shelton

Do you think estate tax planning is all about the client’s beneficiaries? THINK AGAIN!   Properly structured planning is client-centric, flexible and should be highly liquid. See how this design concurs servicing policy debt, transforms compound interest and turns it into simple interest. Let’s face the facts: many estate planning sales have stalled out because… Read More

Related terms: Life

Welcome Pacific Life

March 21 2019

by Steve Baum

For 100 years Pacific Life has been a well-known brand and one of our most requested life insurance carriers. We’re pleased to announce the addition of Pacific Life to our suite of life insurance offerings. You can now lean on your CreativeOne team to process your Pacific Life business.   Pacific Life News   Pacific… Read More