Technology / Software Archives - Creative Edge

Identity Theft Protection $1 million ID theft insurance and recovery   Did you know more than 41 million Americans have had their identities stolen1? Many of those individuals are older adults, and maybe it’s happened to someone you know. Why not be part of the solution that protects your clients?  Introducing IdentityForce, a company with 40… Read More

Did you know more than 41 million Americans have had their identities stolen1? Many of those individuals are older adults, and maybe it’s happened to someone you know. Why not be part of the solution that protects your clients, where you get a 25-percent commission? Introducing Identity Force, a company with 40 years of experience protecting… Read More

The 1035 exchange isn’t known for efficiency. An exchange between annuities usually requires multiple signed documents, a lengthy compliance and suitability review, and settlement as the funds are transferred between carriers. It’s not unusual for an exchange to take weeks, if not months. That could be changing though. According to a recent article in InvestmentNews,… 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

CreativeOne has partnered with Redtail to offer discounted services. In order to run an efficient business, it is imperative to have a system in place to streamline your customer database processes.  Being organized can directly impact your bottom line. The best part? All contracted agents can receive a discount through CreativeOne. Already have a CRM?… Read More

How one advisor went from the daily grind to focusing on relationships with his clients Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost one of its key personnel, but that didn’t stop Matt from having a record year…. Read More

Learn about the 2018 Income Maximizer (IMAX) Updates SIGN ME UP » As a CreativeOne agent, you have complimentary access to our Income Maximizer (IMAX) software. With the New Year comes change, and IMAX has several updates we want to share with you including: How to uncover potential Roth conversion opportunities using IMAX’s new Bracket… Read More

Acclaimed speaker and CEO of the Foundation for Financial Education, Jonathan Lee, visited more than 40 sales offices around the country in 2017, and he’s ready to share what he’s learned with you, if you’re ready to listen to his advice. Why not come and hear what he has to say? Lee has experience turning his… Read More

Join us for a live 1 1/2 day in-person event in Scottsdale, Arizona hosted by Thomas Gold Solutions. Super charge your knowledge of Income Maximizer. 10 hours of software education and appointment training. Small class size, 14 attendees max, breakfast & lunch included. Multiple locations and dates for your convenience. March – Scottsdale (March 22-23,… Read More

A story’s worth a million words. Rather than tell you about ChangePath’s effect on a hypothetical firm, we thought we’d show you a real advisor, Matt, talking about what it did for him. Matt Green had $15 million in assets under management (AUM). Then he lost a key operations person. But — as the cliché goes —… Read More