CreativeOne Tools
Free
1.03for iPhone, iPad
Age Rating
CreativeOne Tools 스크린 샷
About CreativeOne Tools
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.
***
For financial professional use only. Not for use with the general public. CP-1093 / 5-1-2018
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.
***
For financial professional use only. Not for use with the general public. CP-1093 / 5-1-2018
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최신 버전 1.03의 새로운 기능
Last updated on Jan 17, 2020
오래된 버전
Added push notifications and a screen for receiving news updates.
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Version History
1.03
Jan 17, 2020
Added push notifications and a screen for receiving news updates.
CreativeOne Tools FAQ
제한된 국가 또는 지역에서 CreativeOne Tools를 다운로드하는 방법을 알아보려면 여기를 클릭하십시오.
CreativeOne Tools의 최소 요구 사항을 보려면 다음 목록을 확인하십시오.
iPhone
iPad
CreativeOne Tools은 다음 언어를 지원합니다. English