To help top-producing agents achieve peak levels of success, our team supports them using specifically designed processes and integral collaboration to meet their needs. Our partners benefit from sales and marketing ideas that make a difference, valuable networking opportunities and our consultative approach that evaluates their business and creates opportunities for them to expand production and market share. Our goal is to combine our talents and experience with the knowledge and expertise of our successful agents to create great results.
Our seasoned and committed team works with top advisors in business development, marketing solutions and practice management. We possess a proven track record of assisting agents and helping to increase their bottom lines and are responsible for great ideation and collaboration between a few of the best practitioners in the business.
Our team is comprised of experienced annuity consultants who have assisted producers in building and growing successful practices. We possess a wide breadth of industry experience from being on the frontlines to assisting agents with home-office needs and everything in between. Whether it’s developing comprehensive marketing plans that consistently create opportunities for annuity producers, or providing insight in case design that helps agents close more business, our team is there. We feel it’s a privilege to be an extension of an agent’s team, and look forward to working with them in many capacities.
Based on the client’s needs, our team devises a plan that utilizes case design, income planning and diversification to find the best possible solution. With years of unmatched experience in the insurance field, our research and understanding of each specific client situation, we create a win-win solution for both the agent and the client. As a team, we strive to be the go-to consultant and collaborator to help independent entrepreneurs become more successful. We listen, are supportive and focus on what will encourage growth for the producer and his or her business. Our approach allows us to truly focus on our goal of being the best Agent Development Organization that delivers the tools needed to help agents grow their business.
Our team is the most unique team in the industry, and with more than a combined 85 years of experience, our motivated, knowledgeable and fun-loving professionals are eager to give producers what they need to start seeing immediate results toward growing their business. As their most trusted partner, resource and biggest supporters, we’re dedicated to helping them take their production to new heights. Whether we provide assistance with illustrations, prospecting techniques, tips for closing or just an ear to listen and bounce ideas off, we’re there.
We serve the broker-dealer community and their registered reps with an experienced, full-time sales and support team dedicated to the application of our marketing services and annuity products for the reps and clients of firms with whom we have consulting agreements. Most team members are FINRA-registered representatives, excellent casework consultants and experts in index annuity products, benefits and suitable uses. We know the practice and compliance requirements of the financial professional. We can help the rep improve their client’s position and portfolio with the effective use of index and fixed annuities for income, accumulation, principal safety and/or income tax deferral.
We partner with large national and regional marketing organizations, agencies and alliances to deliver outstanding annuity consulting and marketing expertise and access to industry-leading products. Our tremendous sales growth within this division is founded on the partnership we have with agency principals—many time-tested and trusted relationships. We create a flexible range of services and benefits customized to meet your needs through mutually beneficial, strategic partnerships. We also offer back-office support and the tools to help grow your agency’s top and bottom lines. Our dedicated team boasts an average of 16 years of industry experience, helping ensure your success.
CreativeOne’s proprietary annuity product database, Annuity Solutions Pro offers detailed and accurate annuity product information updates in a centralized location. Producers contracted with CreativeOne can access advanced search options, product comparisons, and free sales kits without membership fees. You can use Annuity Solutions Pro to search products by state, carrier, product type, client, age or premium.
It’s time to kick your production into high gear to exceed your goals and develop strategies for a record year in 2015. There’s no better place to start than at CreativeOne Resources and Education (CORE) Academy. CreativeOne has developed an exclusive program featuring sales-driving sessions to add new products and strategies to your arsenal.
This unique and innovative web-based resource was created for Creative’s top producers. Our goal is to create a one-stop shop for your marketing needs. We help you build sales easily with executable marketing tools, like our signature WebPrint system and the functionality of our exclusive, patent-pending AutoReferral™ program.
Join us for webinars showcasing a variety of solutions that address the most common marketing challenges our producers face. Whether it’s developing smart brand strategy, tapping into sales niche markets, or managing client relationships, learn how these tools can work for you.
At CreativeOne, we reward your everyday premium production by adding marketing credits to your account with a program we call Business Accelerator. Those quarterly credits reduce your total marketing expenses to use for payment of CreativeOne marketing programs and tools. The more annuity and life insurance premiums you generate (beginning at $500,000 quarterly), the more you can offset those expenses.
As part of our promise to deliver high-quality sales ideas, product information, industry news and business solutions you can use to grow your business, we publish a blog called Creative Edge. We’re excited to bring you top-notch content as well as added-value pieces and complementary takeaways that can enhance your success.
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