Quick Start Success Archives - Creative Edge

Whether it’s a new baby or a new home, if your client is ready to take the next step in responsibility for their loved ones, we’re here to help you streamline the life insurance process. How we submit life insurance is evolving, every month there are new express app platforms, streamlined simplified processes and more… Read More

Marketing your business is a continuous process. A few years ago, a mailed letter and invitation to a presentation along with a no-obligation lunch was a great way to reach prospects. Today, your clients probably pay more attention to email than paper mail. You need to find ways to reach them where they live—online—without ending… Read More

The Blitz from VOYA: 15-minute sales ideas used by successful agents. Proper IUL Design Monday & Tuesday | 1PM Central Join the meeting >> Call in: 888.311.2948 Participant code: 962542 This week you’ll learn: Optimal funding schedules. How to minimize cost of insurance. Withdrawals vs. loans. How to maximize distributions.   Upcoming Webinars Client profile:… Read More

Seminar marketing is an excellent opportunity to display your knowledge and thought leadership to a group. They also work well as a way prospect for new clients and generate business. When coupled with a targeted, paid-advertisement strategy, seminars also create an opportunity where you are able to speak to a pre-qualified audience with the desire… Read More

In today’s digitally driven world, your website is the entryway for many prospects in the buying process—it’s how they get to know you and your business. With CreativeOne’s Agent Website Creator, building a customized website is easy and the best part is, it’s FREE*! The process is simple, too: Choose a Design Multiple layouts and… Read More

I know your time is valuable and when you’re working, you want to be focused on clients. But in order to drive sales, you need to think bigger and seek out new opportunities. That’s why we’ve created Power 10. They’re quick (literally 10 minutes!), hard-hitting, informative concepts focusing on strategies streamlined for the time-restrained advisor… Read More

A wise man once said, “Productivity is never an accident. It is the result of a commitment to excellence, intelligent planning, and focused effort.” So why is it so many business owners still don’t have a solid plan for success? Now is a great time to take a look at what’s working in your practice… Read More