Uncertain times. Unprecedented challenges. Undiscovered opportunities. Whatever is coming down the pike, CreativeOne wants you to know you’re not alone—we stand with you. That’s our promise to our advisors. At CreativeOne, we want to ensure you are up-to-date on industry trends, carrier updates, marketing best practices, and your own health and well-being (because let’s face it—it’s important during a pandemic).
Experts, industry leaders, great minds.
Check them out!
These webinars showcase the best and brightest minds CreativeOne has to offer.
Upcoming Webinars
Hidden Tax Traps, Part 1
January 28 at 3:00 p.m. CST
Annuity Basics
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REGISTER NOW!
Going Deep with Planning Q&A with Frank Oliver
February 4 at 3:00 p.m. CST
The Essentials
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Leave No Prospect Behind! Q&A with Brent Ford
February 11 at 3:00 p.m. CST
The Essentials
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WEBINARS
Click on a logo to reveal its library of webinars
Upcoming Webinars
These webinars showcase the best and brightest minds CreativeOne has to offer.
Uncertain times. Unprecedented challenges. Undiscovered opportunities. Whatever is coming down the pike, CreativeOne wants you to know you’re not alone—we stand with you. That’s our promise to our advisors. At CreativeOne, we want to ensure you are up-to-date on industry trends, carrier updates, marketing best practices, and your own health and well-being (because let’s face it—it’s important during a pandemic).
Experts, industry leaders, great minds.
BACK TO TOP
Long-term care, Asset-based long-term care, Chronic illness, Care planning Wealth planning
Today, LTC includes prolonged illnesses, disabilities, cognitive disorders and much, much more. Let’s evaluate flexible LTC strategies, uncover current tax code opportunities, and ways to source premiums.
Jaime Mueller
Head of Long-Term Care Solutions
Risk Management Approach to LTC
Long-term care, Asset-based long-term care, Chronic illness, Care planning
There has never been a better time to start implementing an asset-based long-term care (ABLTC) risk management strategy into your practice. When clients need to put a plan in place and fulfill an agreement, determining the most efficient funding strategy is challenging.
Jaime Mueller
Head of Long-Term Care Solutions
The Shifting Long-Term Care Landscape
COVID-19, Online search tools, Content engines, Digital marketing, Referrals, Website development, SEO, Content marketing, Social media, Video, Automated email marketing, Landing pages, Analytics
How do you drive new inbound business during COVID-19? Learn what the most successful advisors are doing daily, weekly and monthly to generate new business utilizing digital marketing.
Samantha Russell
Chief Marketing & Business Development Officer at Twenty Over Ten
The Digital Referral Shift: How Top Advisors Are Producing Explosive Growth
Dennis Mattern, Brent Bowan. Protective Life. Jeff Waddington, podcast, marketing, communication, strategy, story, podcasting
Podcasts can extend influence beyond a firm's typical reach, make for a consumer-friendly medium, and create a conversation with prospects. Still, only 15% of firms use podcasting. Brent Bowen here to give insights.
Brent Bowen
Founder, Sparkcade Marketing
How to Boost Your Brand Using Podcasts
Dr. Kevin Elko, Chris Ritondo, Pacific Life, Dennis Mattern, CreativeOne Success Series, Adversity, Winning, Goals, Connections, Challenges
This virtual interactive program focuses on obtaining a mindset to move through changing times, panic, and move to confidence. First with you, then your clients or team.
Dr. Kevin Elko
Founder, Sparkcade Marketing
From Crisis to Confidence: How to Swim Your Best Race in Choppy Waters
November, Kevin Cloud, Dennis Mattern, Indices, FIA
In this report, we examine the economy as it relates to indices found in FIAs. We look at the performance of a large swath of indices and uncover real-world FIA returns.
Kevin Cloud
Vice President, Product Actuary at CreativeOne
Monthly Index Performance Report: November 2020
Redtail Technologies, Customer relationship management, CRM, Reports
Ready to be more efficient and effective with your CRM? Don’t have a CRM or want to get more out of your Retail CRM? If you are thinking about taking the plunge or just touching up on our skills, watch this webinar now.
Katherine Beltran
Trainer, Admiral of Activities at Redtail Technologies
Redtail's CRM: Are you Utilizing it to the Fullest?
Jeff Bush, Dennis Mattern, The Washington Update, COVID-19, Election
Using his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington, D.C., Jeff will cover the latest details on the coronavirus response, its fiscal and monetary impact on investors and what this means post-election.
Jeff Bush
The Washington Update
The Washington Update: Where we are Post-Election featuring Jeff Bush
WEBINARS
WEBINARS
HOME
Click on a logo to reveal its library of webinars
BACK TO TOP
Long-term care, Asset-based long-term care, Chronic illness, Care planning Wealth planning
Today, LTC includes prolonged illnesses, disabilities, cognitive disorders and much, much more. Let’s evaluate flexible LTC strategies, uncover current tax code opportunities, and ways to source premiums.
Jaime Mueller
Head of Long-Term Care Solutions
Risk Management Approach to LTC
Long-term care, Asset-based long-term care, Chronic illness, Care planning
There has never been a better time to start implementing an asset-based long-term care (ABLTC) risk management strategy into your practice. When clients need to put a plan in place and fulfill an agreement, determining the most efficient funding strategy is challenging.
Jaime Mueller
Head of Long-Term Care Solutions
The Shifting Long-Term Care Landscape
COVID-19, Online search tools, Content engines, Digital marketing, Referrals, Website development, SEO, Content marketing, Social media, Video, Automated email marketing, Landing pages, Analytics
How do you drive new inbound business during COVID-19? Learn what the most successful advisors are doing daily, weekly and monthly to generate new business utilizing digital marketing.
Samantha Russell
Chief Marketing & Business Development Officer at Twenty Over Ten
The Digital Referral Shift: How Top Advisors Are Producing Explosive Growth
Dennis Mattern, Brent Bowan. Protective Life. Jeff Waddington, podcast, marketing, communication, strategy, story, podcasting
Podcasts can extend influence beyond a firm's typical reach, make for a consumer-friendly medium, and create a conversation with prospects. Still, only 15% of firms use podcasting. Brent Bowen here to give insights.
Brent Bowen
Founder, Sparkcade Marketing
How to Boost Your Brand Using Podcasts
Dr. Kevin Elko, Chris Ritondo, Pacific Life, Dennis Mattern, CreativeOne Success Series, Adversity, Winning, Goals, Connections, Challenges
This virtual interactive program focuses on obtaining a mindset to move through changing times, panic, and move to confidence. First with you, then your clients or team.
Dr. Kevin Elko
Founder, Sparkcade Marketing
From Crisis to Confidence: How to Swim Your Best Race in Choppy Waters
November, Kevin Cloud, Dennis Mattern, Indices, FIA
In this report, we examine the economy as it relates to indices found in FIAs. We look at the performance of a large swath of indices and uncover real-world FIA returns.
Kevin Cloud
Vice President, Product Actuary at CreativeOne
Monthly Index Performance Report: November 2020
Redtail Technologies, Customer relationship management, CRM, Reports
Ready to be more efficient and effective with your CRM? Don’t have a CRM or want to get more out of your Retail CRM? If you are thinking about taking the plunge or just touching up on our skills, watch this webinar now.
Katherine Beltran
Trainer, Admiral of Activities at Redtail Technologies
Redtail's CRM: Are you Utilizing it to the Fullest?
Jeff Bush, Dennis Mattern, The Washington Update, COVID-19, Election
Using his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington, D.C., Jeff will cover the latest details on the coronavirus response, its fiscal and monetary impact on investors and what this means post-election.
Jeff Bush
The Washington Update
The Washington Update: Where we are Post-Election featuring Jeff Bush
HOME
Click on a logo to reveal its library of webinars
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Best practices for making in-person and virtual connections. - Presenting complex concepts to clients. - Utilizing resourceful tools like Retirement Analyzer. - What to do and what not to do.
Client Meetings
The benefits to your practice and how to get started. - Marketing in a new frontier means new ways to get your name and expertise out. - How podcasting can help build your brand and credibility. - Dos and don’ts of the process.
Podcasting
Moving people from acquaintance to client. - Mastering the nurturing to conversion phases. - Success in both in-person and virtual events. - Overcoming challenges of working with the most vulnerable demographic.
Lead Nurturing & Conversion
What’s working in today’s COVID culture. - Maintaining contact post-webinar/seminar. - Important process points for continuity and consistency. - How to work multiple markets remotely.
Webinars & Seminars
Take advantage of social media opportunities. - The ins and outs of building a legit presence on different social channels. - Creating a loyal brand following. - Step-by-step strategy including what’s worked and what doesn’t.
Branding & Marketing
Transform your business into a money-making machine. - Running appointments pre- and post-lockdown. - Office tours to explain why the office is set up the way it is. - Their approaches to client engagement.
Practice Management
WEBINARS
HOME
Click on a logo to reveal its library of webinars
BACK TO TOP
Best practices for making in-person and virtual connections. - Presenting complex concepts to clients. - Utilizing resourceful tools like Retirement Analyzer. - What to do and what not to do.
Client Meetings
The benefits to your practice and how to get started. - Marketing in a new frontier means new ways to get your name and expertise out. - How podcasting can help build your brand and credibility. - Dos and don’ts of the process.
Podcasting
Moving people from acquaintance to client. - Mastering the nurturing to conversion phases. - Success in both in-person and virtual events. - Overcoming challenges of working with the most vulnerable demographic.
Lead Nurturing & Conversion
What’s working in today’s COVID culture. - Maintaining contact post-webinar/seminar. - Important process points for continuity and consistency. - How to work multiple markets remotely.
Webinars & Seminars
Take advantage of social media opportunities. - The ins and outs of building a legit presence on different social channels. - Creating a loyal brand following. - Step-by-step strategy including what’s worked and what doesn’t.
Branding & Marketing
Transform your business into a money-making machine. - Running appointments pre- and post-lockdown. - Office tours to explain why the office is set up the way it is. - Their approaches to client engagement.
Practice Management
WEBINARS
HOME
Click on a logo to reveal its library of webinars
When it came to Webinars & Seminars, Mark dove deep and shared what he was doing that’s working, his pandemic practices, how he's finding new clients and more importantly, how he gets noticed in a world inundated with financial professionals. In this webinar, you'll learn from Mark about maintaining contact post-webinar/seminar, important process points for continuity and consistence and his approaches to client engagement.
Success in the Virtual World
BACK TO TOP
Dennis Mattern, Joe Ross, AIG, Tom Brown, Secure Act, IRS, regulation, RMD, withdrawal, 401k, IRA
Most people have accepted the new SECURE Act at its “Face Value,” celebrating the many things that it offers. But it’s LITTERED with contradictions and conundrums that nobody knows about…but everybody should.
Joe Ross, ChFC, FLU, CRC
Vice President - Sales Productivity & Business Development
Ironies of the SECURE Act: Contradictions & Conundrums
Dennis Mattern, Bill Cates, Luke Christenson, F&G Life, referrals, clients, prospecting, introductions, promote, engagement
This year has shaken up the way financial advisors do business and make connections. Potential clients want to do business with someone they can trust. You can start leveraging the power of “borrowed trust” though introductions from clients and centers of influence with insights from Bill Cates.
Bill Cates
CSP, CPAE
Multiply Your Best Clients in a Virtual World
Dennis Mattern, Sarano Kelley, Mac Campbell, Athene, market volatility, crisis communication, crisis situation, communication, virtual
A crisis can occur any time of any day, e.g., market downturns, natural disasters or pandemics. Unfortunately, many financial professionals are ill-prepared to deal with the fallout of a catastrophic event. Sarano Kelley can help.
Sarano Kelley
Author, Speaker, Media Veteran, Entrepreneur, and Philantropist
Market Volatility and Crisis Communication Training
Dennis Mattern, Frank Maselli, Mick Slyman, Nationwide, prospecting, referrals, new clients, networking, centers of influence
The industry has undergone a massive evolutionary shift and the old-school sales mentality is dead! Frank Maselli teaches us we are much more valuable than we think, but we need new ways of interacting with clients and prospects that reflect that amazing value.
Frank Maselli
Speaker, Training & Personal Coach
Passion Prospecting: Growing Your Business the Modern Way
Dennis Mattern, Andy Mayoras, Nationwide, Mick Slyman, estate planning, wills, trusts, celebrities, stories, inheritance, courtroom
Nationally known trust and estate attorney Andy Mayoras combines combative celebrity estate cases and famous courtroom clashes with common sense advice to help people avoid their own costly inheritance catastrophes.
Andy Mayoras
Principal Partner at Barron, Rosenberg, Mayoras & Mayoras
Trial and Heirs: Lessons from Celebrities to Grow Business
Dennis Mattern. stress, anxiety, perform, Matt Kansy, Prudential, Ashley Gentry, stress management, balance, physical, mental, lifestyle, health, wellness, nutrition, sleep hygiene
Health and wellness consultant Matt Kansy is an expert in human optimization. He believes business professionals are “corporate athletes” and with the right daily lifestyle practices, they can achieve optimal performance.
Matt Kansy, RD CPT
Health and Wellness Consultant
Best Practices to Manage Stress & Anxiety and Perform at Your Best!
Dennis Mattern, Brent Bowan. Protective Life. Jeff Waddington, podcast, marketing, communication, strategy, story, podcasting
Podcasts can extend influence beyond a firm's typical reach, make for a consumer-friendly medium, and create a conversation with prospects. Still, only 15% of firms use podcasting. Brent Bowen here to give insights.
Brent Bowen
Founder, Sparkcade Marketing
How to Boost Your Brand Using Podcasts
Dr. Kevin Elko, Chris Ritondo, Pacific Life, Dennis Mattern, CreativeOne Success Series, Adversity, Winning, Goals, Connections, Challenges
This virtual interactive program focuses on obtaining a mindset to move through changing times, panic, and move to confidence. First with you, then your clients or team.
Dr. Kevin Elko
Founder, Sparkcade Marketing
From Crisis to Confidence: How to Swim Your Best Race in Choppy Waters
Jeff Bush, Dennis Mattern, The Washington Update, COVID-19, Election
Using his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington, D.C., Jeff will cover the latest details on the coronavirus response, its fiscal and monetary impact on investors and what this means post-election.
Jeff Bush
The Washington Update
The Washington Update: Where we are Post-Election featuring Jeff Bush
BACK TO TOP
Dennis Mattern, Joe Ross, AIG, Tom Brown, Secure Act, IRS, regulation, RMD, withdrawal, 401k, IRA
Most people have accepted the new SECURE Act at its “Face Value,” celebrating the many things that it offers. But it’s LITTERED with contradictions and conundrums that nobody knows about…but everybody should.
Joe Ross, ChFC, FLU, CRC
Vice President - Sales Productivity & Business Development
Ironies of the SECURE Act: Contradictions & Conundrums
Dennis Mattern, Bill Cates, Luke Christenson, F&G Life, referrals, clients, prospecting, introductions, promote, engagement
This year has shaken up the way financial advisors do business and make connections. Potential clients want to do business with someone they can trust. You can start leveraging the power of “borrowed trust” though introductions from clients and centers of influence with insights from Bill Cates.
Bill Cates
CSP, CPAE
Multiply Your Best Clients in a Virtual World
Dennis Mattern, Sarano Kelley, Mac Campbell, Athene, market volatility, crisis communication, crisis situation, communication, virtual
A crisis can occur any time of any day, e.g., market downturns, natural disasters or pandemics. Unfortunately, many financial professionals are ill-prepared to deal with the fallout of a catastrophic event. Sarano Kelley can help.
Sarano Kelley
Author, Speaker, Media Veteran, Entrepreneur, and Philantropist
Market Volatility and Crisis Communication Training
Dennis Mattern, Frank Maselli, Mick Slyman, Nationwide, prospecting, referrals, new clients, networking, centers of influence
The industry has undergone a massive evolutionary shift and the old-school sales mentality is dead! Frank Maselli teaches us we are much more valuable than we think, but we need new ways of interacting with clients and prospects that reflect that amazing value.
Frank Maselli
Speaker, Training & Personal Coach
Passion Prospecting: Growing Your Business the Modern Way
Dennis Mattern, Andy Mayoras, Nationwide, Mick Slyman, estate planning, wills, trusts, celebrities, stories, inheritance, courtroom
Nationally known trust and estate attorney Andy Mayoras combines combative celebrity estate cases and famous courtroom clashes with common sense advice to help people avoid their own costly inheritance catastrophes.
Andy Mayoras
Principal Partner at Barron, Rosenberg, Mayoras & Mayoras
Trial and Heirs: Lessons from Celebrities to Grow Business
Dennis Mattern. stress, anxiety, perform, Matt Kansy, Prudential, Ashley Gentry, stress management, balance, physical, mental, lifestyle, health, wellness, nutrition, sleep hygiene
Health and wellness consultant Matt Kansy is an expert in human optimization. He believes business professionals are “corporate athletes” and with the right daily lifestyle practices, they can achieve optimal performance.
Matt Kansy, RD CPT
Health and Wellness Consultant
Best Practices to Manage Stress & Anxiety and Perform at Your Best!
Dennis Mattern, Brent Bowan. Protective Life. Jeff Waddington, podcast, marketing, communication, strategy, story, podcasting
Podcasts can extend influence beyond a firm's typical reach, make for a consumer-friendly medium, and create a conversation with prospects. Still, only 15% of firms use podcasting. Brent Bowen here to give insights.
Brent Bowen
Founder, Sparkcade Marketing
How to Boost Your Brand Using Podcasts
Dr. Kevin Elko, Chris Ritondo, Pacific Life, Dennis Mattern, CreativeOne Success Series, Adversity, Winning, Goals, Connections, Challenges
This virtual interactive program focuses on obtaining a mindset to move through changing times, panic, and move to confidence. First with you, then your clients or team.
Dr. Kevin Elko
Founder, Sparkcade Marketing
From Crisis to Confidence: How to Swim Your Best Race in Choppy Waters
Jeff Bush, Dennis Mattern, The Washington Update, COVID-19, Election
Using his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington, D.C., Jeff will cover the latest details on the coronavirus response, its fiscal and monetary impact on investors and what this means post-election.
Jeff Bush
The Washington Update
The Washington Update: Where we are Post-Election featuring Jeff Bush
WEBINARS
HOME
Click on a logo to reveal its library of webinars
WEBINARS
HOME
Click on a logo to reveal its library of webinars
BACK TO TOP
Voluntary Life, Business owners, Buy-sell, Prospecting
Create a win-win for business owner clients and their employees. Help employers increase their benefits without incurring costs. See how to leverage a simple, fast sales process while creating a door-opener to new prospects and buy-sell opportunities.
Brent Grimes
Life Field Director, Cincinatti Life Insurance
Darrin Holle
Life Field Director, Cincinatti Life Insurance
The Ins and Outs of Worksite Voluntary Life Insurance
Long-term care, Asset-based LTC, Chronic illness, Care planning, NQ Annuity NQ long-term care funding
Help uncover premiums to pay for LTC expenses. The Pension Protection Act created opportunities to transfer from an annuity to pay LTC premiums, without creating a taxable event.
Jaime Mueller
Head of Long-Term Care Solutions
Unlock NQ Annuities to Fund LTC without a Taxable Event
Long-term care, Asset-based long-term care, Chronic illness, Care planning
From taxable to tax-free! It’s estimated that nearly 82% of all retirement dollars are in qualified accounts. Help clients protect their future with their existing qualified money.
Jaime Mueller
Head of Long-Term Care Solutions
Unlock Qualified Money to Fund LTC Expenses
Long-term care, Asset-based long-term care, Chronic illness, Care planning
There has never been a better time to start implementing an asset-based long-term care (ABLTC) risk management strategy into your practice. When clients need to put a plan in place and fulfill an agreement, determining the most efficient funding strategy is challenging.
Jaime Mueller
Head of Long-Term Care Solutions
The Shifting Long-Term Care Landscape
Long-term care, Asset-based long-term care, Chronic illness, Care planning Wealth planning
Today, LTC includes prolonged illnesses, disabilities, cognitive disorders and much, much more. Let’s evaluate flexible LTC strategies, uncover current tax code opportunities, and ways to source premiums.
Jaime Mueller
Head of Long-Term Care Solutions
Risk Management Approach to LTC
BACK TO TOP
Voluntary Life, Business owners, Buy-sell, Prospecting
Create a win-win for business owner clients and their employees. Help employers increase their benefits without incurring costs. See how to leverage a simple, fast sales process while creating a door-opener to new prospects and buy-sell opportunities.
Brent Grimes
Life Field Director, Cincinatti Life Insurance
Darrin Holle
Life Field Director, Cincinatti Life Insurance
The Ins and Outs of Worksite Voluntary Life Insurance
Long-term care, Asset-based LTC, Chronic illness, Care planning, NQ Annuity NQ long-term care funding
Help uncover premiums to pay for LTC expenses. The Pension Protection Act created opportunities to transfer from an annuity to pay LTC premiums, without creating a taxable event.
Jaime Mueller
Head of Long-Term Care Solutions
Unlock NQ Annuities to Fund LTC without a Taxable Event
Long-term care, Asset-based long-term care, Chronic illness, Care planning
From taxable to tax-free! It’s estimated that nearly 82% of all retirement dollars are in qualified accounts. Help clients protect their future with their existing qualified money.
Jaime Mueller
Head of Long-Term Care Solutions
Unlock Qualified Money to Fund LTC Expenses
Long-term care, Asset-based long-term care, Chronic illness, Care planning
There has never been a better time to start implementing an asset-based long-term care (ABLTC) risk management strategy into your practice. When clients need to put a plan in place and fulfill an agreement, determining the most efficient funding strategy is challenging.
Jaime Mueller
Head of Long-Term Care Solutions
The Shifting Long-Term Care Landscape
Long-term care, Asset-based long-term care, Chronic illness, Care planning Wealth planning
Today, LTC includes prolonged illnesses, disabilities, cognitive disorders and much, much more. Let’s evaluate flexible LTC strategies, uncover current tax code opportunities, and ways to source premiums.
Jaime Mueller
Head of Long-Term Care Solutions
Risk Management Approach to LTC
WEBINARS
HOME
Click on a logo to reveal its library of webinars
WEBINARS
HOME
Click on a logo to reveal its library of webinars
BACK TO TOP
November, Kevin Cloud, Dennis Mattern, Indices, FIA
In this report, we examine the economy as it relates to indices found in FIAs. We look at the performance of a large swath of indices and uncover real-world FIA returns.
Kevin Cloud
Vice President, Product Actuary at CreativeOne
Monthly Index Performance Report: November 2020
Dennis Mattern, Prudential, Ashley Gentry, Social Security, Retirement, Medicare, Taxes
While many of your clients will receive social security payments during their retirement, few clients fully understand their social security options.
Dennis Mattern
Vice President, Training and Development
Advanced Strategies To Increase Social Security Income
December, Kevin Cloud, Dennis Mattern, Indices, FIA
In this report, we examine the economy as it relates to indices found in FIAs, look at the performance of a large swath of indices and uncover real-world FIA returns.
Kevin Cloud
Vice President, Product Actuary at CreativeOne
Monthly Index Performance Report: December 2020
Learn the basics of the financial vehicle your clients need to know! Each year millions of American's are looking for a financial vehicle that can provide safety, long-term growth and income...and tax deferral along the way. Those are the exact benefits that an annuity product can offer your clients. Join us as we take a dive into understanding the world of fixed annuity products. Each week we will take a deeper dive into understanding the types, the taxation, and the advantages your clients need to know!
Annuities 101: Introduction to Annuities
Learn the basics of the financial vehicle your clients need to know! Each year millions of American's are looking for a financial vehicle that can provide safety, long-term growth and income...and tax deferral along the way. WHAT YOU WILL LEARN - How are annuities taxed? - What tax advantages are there? - How does Uncle Sam View Annuities?
Annuities 101: Tax Treatment
Learn the basics of the financial vehicle your clients need to know! Each year millions of American's are looking for a financial vehicle that can provide safety, long-term growth and income...and tax deferral along the way. WHAT YOU WILL LEARN - What is a Fixed Indexed Annuity? - How is it different from other Annuities? - How does it work?
Annuities 101: Fixed Indexed, Part I
WEBINARS
HOME
Click on a logo to reveal its library of webinars
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November, Kevin Cloud, Dennis Mattern, Indices, FIA
While many of your clients will receive social security payments during their retirement, few clients fully understand their social security options.
Dennis Mattern
Vice President, Product Actuary at CreativeOne
Monthly Index Performance Report: November 2020
Dennis Mattern, Prudential, Ashley Gentry, Social Security, Retirement, Medicare, Taxes
While many of your clients will receive social security payments during their retirement, few clients fully understand their social security options.
Dennis Mattern
Vice President, Training and Development
Advanced Strategies To Increase Social Security Income
December, Kevin Cloud, Dennis Mattern, Indices, FIA
In this report, we examine the economy as it relates to indices found in FIAs, look at the performance of a large swath of indices and uncover real-world FIA returns.
Kevin Cloud
Vice President, Product Actuary at CreativeOne
Monthly Index Performance Report: December 2020
Learn the basics of the financial vehicle your clients need to know! Each year millions of American's are looking for a financial vehicle that can provide safety, long-term growth and income...and tax deferral along the way. Those are the exact benefits that an annuity product can offer your clients. Join us as we take a dive into understanding the world of fixed annuity products. Each week we will take a deeper dive into understanding the types, the taxation, and the advantages your clients need to know!
Annuities 101: Introduction to Annuities
Learn the basics of the financial vehicle your clients need to know! Each year millions of American's are looking for a financial vehicle that can provide safety, long-term growth and income...and tax deferral along the way. WHAT YOU WILL LEARN - How are annuities taxed? - What tax advantages are there? - How does Uncle Sam View Annuities?
Annuities 101: Tax Treatment
Learn the basics of the financial vehicle your clients need to know! Each year millions of American's are looking for a financial vehicle that can provide safety, long-term growth and income...and tax deferral along the way. WHAT YOU WILL LEARN - What is a Fixed Indexed Annuity? - How is it different from other Annuities? - How does it work?
Annuities 101: Fixed Indexed, Part I
Learn the basics of the financial vehicle your clients need to know! Each year millions of American's are looking for a financial vehicle that can provide safety, long-term growth and income...and tax deferral along the way. WHAT YOU WILL LEARN - Comparing the different Index options - Crediting method comparisons - Caps, Spreads, Participation Rates explained!
Annuities 101: Fixed Indexed, Part 2
In this report, we will xxamine the economy as it relates to indices found in FIAs, look at the performance of a large swath of indices and uncover real-world FIA returns.
Monthly Index Performance Report: January 2021
Learn the basics of the financial vehicle your clients need to know! Each year millions of American's are looking for a financial vehicle that can provide safety, long-term growth and income...and tax deferral along the way. WHAT YOU WILL LEARN - Annuities are great for deferral, but what happens if your client needs access? - We'll dive into the ways to access funds during deferral. - We'll take a look at lifetime income options as well!
Annuities 101: Accessing Funds During Deferral
January, Kevin Cloud, Dennis Mattern, Indices, FIA
Kevin Cloud
Vice President, Product Actuary at CreativeOne
WEBINARS
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Taxes, COVID-19, Tax-efficient retirement income planning, Existing IRAs, 401(k), Stonewood Financial, IUL
Learn how to position taxes effectively, and use them as a powerful marketing message to attract new prospects and increase wallet-share from your existing clients.
Becky Swansburg
Partner & Chief Marketing Officer, Stonewood Financial
Positioning Taxes Post-COVID-19
Public Relations, PR, Advertising, Marketing, Thought leader, Promotion Podcasting, Media expert
When it comes to promotion, a lot of words are tossed around these days…PR, advertising, marketing. Are they all the same thing and why do they matter?
Mindie Barnett
CEO, MB and Associates Public Relations
The Power of Public Relations
LinkedIn, Prospects, Clients, COVID-19, Digital marketing practices, Social platforms, Digital brands, Target market, Deeper connections, Referral
Thanks to COVID-19, the urgency for businesses to harness the power of their social networks is greater than ever. With so many social platform choices, where should we start? Christina Cuffari, director of sales technology with Prudential, says LinkedIn is where it’s at.
Christina Cuffari
Director of Sales Technology at Prudential
How to Prospect and Generate Leads with LinkedIn
Liars, Cheats, Fraudsters, Lying, Trust
Deception can be lurking everywhere…at the office and in our relationships. Deception may be fun when it’s on Netflix, but not when it hits close to home, our business or our bank accounts. Learn to protect yourself!
Traci Brown
Fraud-Busting Body Language Expert
Liar, Liar! Pants on Fire! How to Detect Lies, Fraud and Identity Theft
Long-term Care, Burden, Caregiving, Women, Reduce worry, Future care Financial costs, Funding options
Ladies, we know you are used to putting everyone else in your life first: your partner, children and maybe even your employer. It’s time to do something kind for yourself and look out for the future YOU.
Jaime Mueller, CLTC
Head of Long Term Care Solutions, AIN
Time for Women to Do Something Bold
Cash-Value Life Insurance, Premium Financing, Balanced Strategies, Life insurance, Low-interest rates, Intra-family loans, Low-cost commercial capital, Stimulus payments, Estate planning
We in the midst of an economic “halt” and a pandemic. With an attitude of, “this too, shall pass,” John Reed, a senior financial advisor with Balanced Strategies, thinks that as advisors, we need to stay nimble and ready to capitalize on opportunities on the horizon.
John Reed
Senior Consultant, Balanced Strategies
Cash-Value Life Insurance Value Prop Got Compelling… As Did Premium Financing
COVID-19, Online search tools, Content engines, Digital marketing, Referrals, Website development, SEO, Content marketing, Social media, Video, Automated email marketing, Landing pages, Analytics
How do you drive new inbound business during COVID-19? Learn what the most successful advisors are doing daily, weekly and monthly to generate new business utilizing digital marketing.
Samantha Russell
Chief Marketing & Business Development Officer at Twenty Over Ten
The Digital Referral Shift: How Top Advisors Are Producing Explosive Growth
Redtail Technologies, Customer relationship management, CRM, Reports
Ready to be more efficient and effective with your CRM? Don’t have a CRM or want to get more out of your Retail CRM? If you are thinking about taking the plunge or just touching up on our skills, watch this webinar now.
Katherine Beltran
Trainer, Admiral of Activities at Redtail Technologies
Redtail's CRM: Are you Utilizing it to the Fullest?
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Taxes, COVID-19, Tax-efficient retirement income planning, Existing IRAs, 401(k), Stonewood Financial, IUL
Learn how to position taxes effectively, and use them as a powerful marketing message to attract new prospects and increase wallet-share from your existing clients.
Becky Swansburg
Partner & Chief Marketing Officer, Stonewood Financial
Positioning Taxes Post-COVID-19
Public Relations, PR, Advertising, Marketing, Thought leader, Promotion Podcasting, Media expert
When it comes to promotion, a lot of words are tossed around these days…PR, advertising, marketing. Are they all the same thing and why do they matter?
Mindie Barnett
CEO, MB and Associates Public Relations
The Power of Public Relations
LinkedIn, Prospects, Clients, COVID-19, Digital marketing practices, Social platforms, Digital brands, Target market, Deeper connections, Referral
Thanks to COVID-19, the urgency for businesses to harness the power of their social networks is greater than ever. With so many social platform choices, where should we start? Christina Cuffari, director of sales technology with Prudential, says LinkedIn is where it’s at.
Christina Cuffari
Director of Sales Technology at Prudential
How to Prospect and Generate Leads with LinkedIn
Liars, Cheats, Fraudsters, Lying, Trust
Deception can be lurking everywhere…at the office and in our relationships. Deception may be fun when it’s on Netflix, but not when it hits close to home, our business or our bank accounts. Learn to protect yourself!
Traci Brown
Fraud-Busting Body Language Expert
Liar, Liar! Pants on Fire! How to Detect Lies, Fraud and Identity Theft
Long-term Care, Burden, Caregiving, Women, Reduce worry, Future care Financial costs, Funding options
Ladies, we know you are used to putting everyone else in your life first: your partner, children and maybe even your employer. It’s time to do something kind for yourself and look out for the future YOU.
Jaime Mueller, CLTC
Head of Long Term Care Solutions, AIN
Time for Women to Do Something Bold
Cash-Value Life Insurance, Premium Financing, Balanced Strategies, Life insurance, Low-interest rates, Intra-family loans, Low-cost commercial capital, Stimulus payments, Estate planning
We in the midst of an economic “halt” and a pandemic. With an attitude of, “this too, shall pass,” John Reed, a senior financial advisor with Balanced Strategies, thinks that as advisors, we need to stay nimble and ready to capitalize on opportunities on the horizon.
John Reed
Senior Consultant, Balanced Strategies
Cash-Value Life Insurance Value Prop Got Compelling… As Did Premium Financing
COVID-19, Online search tools, Content engines, Digital marketing, Referrals, Website development, SEO, Content marketing, Social media, Video, Automated email marketing, Landing pages, Analytics
How do you drive new inbound business during COVID-19? Learn what the most successful advisors are doing daily, weekly and monthly to generate new business utilizing digital marketing.
Samantha Russell
Chief Marketing & Business Development Officer at Twenty Over Ten
The Digital Referral Shift: How Top Advisors Are Producing Explosive Growth
Redtail Technologies, Customer relationship management, CRM, Reports
Ready to be more efficient and effective with your CRM? Don’t have a CRM or want to get more out of your Retail CRM? If you are thinking about taking the plunge or just touching up on our skills, watch this webinar now.
Katherine Beltran
Trainer, Admiral of Activities at Redtail Technologies
Redtail's CRM: Are you Utilizing it to the Fullest?
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COVID-19, Online search tools, Content engines, Digital marketing, Referrals, Website development, SEO, Content marketing, Social media, Video, Automated email marketing, Landing pages, Analytics
How do you drive new inbound business during COVID-19? Learn what the most successful advisors are doing daily, weekly and monthly to generate new business utilizing digital marketing.
Samantha Russell
Chief Marketing & Business Development Officer at Twenty Over Ten
The Digital Referral Shift: How Top Advisors Are Producing Explosive Growth
It’s true: Social media and digital lead generation can lead to more clients on the insurance and AUM sides. According to a Putnam survey, 92% of advisors use social media. But how do you reach these clients with as little work as possible on your end? With a new program that puts your digital marketing on autopilot. This webinar will cover how engaging your audience over multiple digital channels will benefit your firm. EngageOne includes: Monthly curated content, weekly emails, 3-5 social media posts, branded lead-generation landing pages and $100 of boosted content.
EngageOne: Put Your Digital Marketing on Autopilot
WEBINARS
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WEBINARS
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