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
LeadJig Agent Demo
April 29 at 11:00 a.m. CDT
Marketing Lab
REGISTER NOW!
How to Author a Book
May 5 at 10:30 a.m. CDT
Creative Women
The Essentials: An Advisor Idea Exchange
April 21-22 at 10:00 a.m. CDT
The Essentials
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IUL Declassified
May 19-20 at 10:00 a.m. CDT
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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.
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
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
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
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
When it came to Client Meetings, Frank 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. Join us as we catch up with Frank to talk in more details about the tactics and tools that make him the success that he is.
Successful Client Meetings with Frank Oliver
When it came to Lead Nurturing & Conversion, Brent 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. Join us as we catch up with Brent to talk in more details about the tactics and tools that make him the success that he is.
Leave No Prospect Behind with Brent Ford
When it came to Branding & Marketing, Erik 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. Join us as we catch up with Erik to talk in more details about the tactics and tools that make him the success that he is.
Bringing It All Together with Erik Bowman
When it came to Client Meetings, Janet dove deep and shared what she was doing that’s working, her pandemic practices, how she's finding new clients and more importantly, how she gets noticed in a world inundated with financial professionals. Join us as we catch up with Janet to talk in more details about the tactics and tools that make her the success that she is.
Plan Building with Clients with Janet Pack
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!
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
The Ins and Outs of Worksite Voluntary Life Insurance
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.
Unlock NQ Annuities to Fund LTC without a Taxable Event
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.
Unlock Qualified Money to Fund LTC Expenses
Voluntary Life, Business owners, Buy-sell, Prospecting
Long-term care, Asset-based LTC, Chronic illness, Care planning, NQ Annuity NQ long-term care funding
Right now, there are attractive, powerful stories to take to market. Join us for a deep dive into what’s happening, how carriers are responding and how the market is unfolding in 2021. You’ll learn ways to identify foot patterns of what clients want, key talking points as well as takeaways. Think from theory to sales concept, to actual application in a client meeting. 2021 is going to be a fun ride! Join us for a roadmap on how to leverage your relationships and increase your value to clients.
February Unplugged: Life Insider
Extraordinary and monumental changes are happening in 2021. To name a few … AG 49-A, IRC Section 7702 and the Democrats controlling three branches. The bottom line? There’s short-term confusion, but it’s going to be net-positive for our industry and create extensive opportunities to add value to your relationships. From questions regarding protection, accumulation, death benefits to increased contributions without incurring MECs … everything is on the table in this series.
April Unplugged: Life Insider
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
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
Dennis Mattern, Prudential, Ashley Gentry, Social Security, Retirement, Medicare, Taxes
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
Jeng Chiu, Dennis Mattern, Taxes, 1040, Retirement
Jeng Chiu
Director, Eastern Region, Delaware Life
Looking for ways to gather more assets while helping clients avoid potential tax pitfalls? This timely program discusses how to utilize the 1040 tax form to determine if clients have additional cash reserves that can be better positioned for long-term growth. In addition, it highlights potential tax liabilities associated with a client’s underlying investment portfolio, and provides strategies for creating tax-efficient retirement income plans.
Hidden Tax Traps, Parts 1 & 2
Adam Scully-Power
Senior Portfolio Strategist, Brighthouse Financial
2021 is an unprecedented year for investors. Join Adam Scully-Power as he discusses the markets, the unparalleled levels of risk, volatility and the economic outlook. In this special webinar he’ll discuss the market movement and what that means in terms for your clients.
The BIG Picture – Market Perspective
Is your practice ready? A lot of noise is being made about DOL Prohibited Transaction Exemption 2020-02, referred to by some as the Trump-era DOL “Fiduciary Rule.” Published on December 18, 2020 in the Federal Register, the move caught a lot of people off guard and confused about what they need to do to comply. Join us as we break down what it means to you, your practice and your clients.
Understanding the NEW DOL Fiduciary Rule
Join us as we take a look at the CreativeOne Index Performance Report for March 2021. We will do a performance breakdown of the most popular indices in the Fixed Index Annuity marketplace and make sure that you get your copy of this valuable monthly report!
Monthly Index Performance Report: March 2021
Join us as we take a look at the CreativeOne Index Performance Report for April 2021. We will do a performance breakdown of the most popular indices in the Fixed Index Annuity marketplace and make sure that you get your copy of this valuable monthly report!
Monthly Index Performance Report: April 2021
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
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
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
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
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
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
Taxes, COVID-19, Tax-efficient retirement income planning, Existing IRAs, 401(k), Stonewood Financial, IUL
Public Relations, PR, Advertising, Marketing, Thought leader, Promotion Podcasting, Media expert
LinkedIn, Prospects, Clients, COVID-19, Digital marketing practices, Social platforms, Digital brands, Target market, Deeper connections, Referral
Liars, Cheats, Fraudsters, Lying, Trust
Long-term Care, Burden, Caregiving, Women, Reduce worry, Future care Financial costs, Funding options
Cash-Value Life Insurance, Premium Financing, Balanced Strategies, Life insurance, Low-interest rates, Intra-family loans, Low-cost commercial capital, Stimulus payments, Estate planning
In the Digital Age, we have more options than ever before to connect with prospects. So many in fact, it’s hard to know where to start. Nationwide Social Media Director Kate Yun makes the case for Linkedin in this informative how-to-presentation just for financial professionals.
Katie Yun
Director, B2B Social Media & Social Selling, Nationwide
Stay Connected to Prospects Through LinkedIn
What can a 30-something, female advisor in a saturated Florida market teach you about attaining success in the financial services industry? Quite a bit, we think. Oh, and she’s got the numbers to prove it. She consistently racks up over $20 million a year in annuity sales, even during a pandemic. Who is this powerhouse?
Liz Cornell
CEO and Founder, TB Financial Group
Building an Empire: Success in a Male-Dominated Industry
Juli McNeely
President, McNeely Financial Services
Juli McNeely, president of McNeely Financial Services, knows the formula for success. Success has a lot to do with a vision, good habits, and a clearly defined process. If you take the time to figure these elements out now, you can have a solid blueprint for success moving forward that’s efficient and effective. Why? Because when you document and put a process in place to repeat what works, you are working smarter, not harder. Achieving success using this method is a much better bet than “just winging it.”
Habits + Process = Success
Whether you’re hosting a webinar, dinner seminar, or an educational presentation, knowing exactly how to structure your talk is the key to higher conversion. Financial professionals who have attended this presentation have reported an increased conversion rate and decreased no-show and appointment-cancellation rates!
Pat Quinn
Presentation Perfector & Coach
Designing the Perfect Presentation with Pat Quinn
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
