Strategic Partnerships Archives - Creative Edge

Insure your clients’ assets up to $1 million Instances of identity theft are increasing every year.¹ More than 41 million Americans have had their identities stolen at least once, and older adults are victims of identity theft every four minutes.²⁻³ Offer Identity Theft Protection through CreativeOne CreativeOne recently partnered with IdentityForce, the industry leader with more… Read More

As a professional in the financial and insurance industry, you know things can go from zero to 100 in no time. How do you keep up? With a reliable partner by your side. As a diversified financial services organization, CreativeOne provides you innovative products, trendsetting lead-generation and award-winning marketing. We don’t simply follow industry best… Read More

The competitive drive that builds champions is what sets CreativeOne financial professionals above the rest. On Wednesday night, the spotlight was turned on CreativeOne when the Phoenix Suns played the Utah Jazz. Check out this quick video to see the highlights! Call me today to find out more about the exclusive benefits of a partnership… Read More

The outsourced investment management approach began ever so slowly, but as the industry responded to the challenges and regulations of recent years, advisory firms embracing turnkey asset management platforms (TAMPs) has reached critical mass. How many are embracing TAMPs? Around $3 trillion is running on TAMPs, pushing out traditional in-house portfolio construction assets under management… Read More

Please join me in welcoming Jeff Eisenhauer as the chief compliance officer and VP of operations of Client One. Jeff is the former vice president at VSR Financial Services and manager of brokerage operations at financial services firm TIAA-CREF Individual and Institutional Services LLC, where he was involved in creating, developing and leading a broker-dealer… Read More

Many agents and advisors haven’t heard of turnkey asset management platforms (TAMPs). And, unbeknownst to some investment advisor representatives in larger firms, they unknowingly have limited exposure to a TAMP. Have you been exposed? Do you know what a TAMP can do for independent advisors? Let’s discuss … TAMPs Create Efficiencies TAMPs* provide advisors a complete… Read More

Join us in Washington, D.C. June 21-23 As one of our most valued agents, we’re asking you to join us at NAFA’s seventh annual Annuity Leadership Forum. For years, this premier industry event was open only to insurance carriers and IMOs, but now, you have the chance to participate and make your voice heard on… Read More

Having been a foundation of leadership at CreativeOne for the last 21 years, Will Moneymaker has made plans to retire this December. The birth of his first grandchild and a calling to serve others give Will much to look forward to in his upcoming golden years. Coming from a background in operations and product management… Read More

Would you like to get to know CreativeOne a little better? Then we encourage you to follow us on social media, including Twitter, LinkedIn and Facebook! Through our social-media channels, we post industry-specific content that keeps you informed of the latest product updates, interesting webinars, sales strategies and breaking news. We’ve recently posted tips for hiring… Read More

Before you begin your journey, map out the route to your destination. As an Agent Development Organization (ADO), CreativeOne believes in helping our producers set and achieve challenging and attainable goals. To do so, we have created a lead generation roadmap to give you guidelines that will keep you on track during the course of… Read More