Screenshots

Description

The power of CreativeOne — now in the palm of your hand.

For years, our firm has helped independent wealth managers and insurance agents, providing them with breakthrough creative. We’ve also given producers access to products and tools to help them grow their businesses. Now, we’re bringing that power directly to you.

Our app will feature new, cutting-edge tools that you can use while your clients are sitting across the table from you. For example, use our new app’s GLWB Investigator (Guaranteed Lifetime Withdrawal Benefits) to quote fixed-index annuity rates to your clients — while they’re sitting in front of you. Tell the app a few things — premium, state, issue age, years deferral, gender, and status — just six short fields. It will give you a range of products to share with your client.

Since 1984, CreativeOne has given independent producers the support they need to grow their practices. We’re a one-stop shop—we have an RIA, a broker-dealer, and a turnkey asset management platform. Today, our employees accommodate thousands of insurance and financial professionals nationwide by providing innovative products, trendsetting lead-generation, breakthrough creative, and award-winning marketing.

By using our system, you can be set up to contract with any of our carriers in about 15 minutes.

Join us.

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For financial professional use only. Not for use with the general public. CP-1093 / 5-1-2018

Information

Seller
CREATIVE ONE MARKETING CORPORATION
Size
70.2 MB
Category
Finance
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 2018 Creative One Marketing Corporation
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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