Newly Independent Creative Marketing Becomes CreativeOne

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Company’s new name aligns with its vision of being the
Most Trusted Independent Partner to financial services professionals

Kansas City, MO – Annuities, life insurance and securities producers and carriers have a new marketing and wholesaling organization in 2014. It resembles one they have done business with the past 30 years, but will also change the way producers think of their relationship with independent marketing organizations (IMOs), broker general agencies (BGAs) or broker-dealers.

Three months after winning their independence from carrier ownership, Creative Marketing is undergoing a transformation that includes a new name: CreativeOne.

“This is more than a name change; it’s a renewed commitment to serve producers from their side of the table as independent business entrepreneurs,” said CreativeOne President Mike Tripses, who along with Chief Operating Officer/Chief Financial Officer Will Moneymaker and former Aviva USA executives Lance Sparks and Mark Heitz, purchased the company from Aviva USA in October 2013.

“Our independence has provided us the freedom to fully implement lessons learned while we were carrier owned,” said Tripses. “We’ve used these insights to create a new organization that has one goal in mind – being The Most Trusted Partner to Maximize Your Potential.”

“The name is different, but the world-class service and support is not,” said Moneymaker. “We will continue to provide the best in all that is important to our producers. One Team, One Voice and One Vision in all that we do.”

CreativeOne continues its commitment to innovation and introducing new ways of equipping producers to be their best. Creative was the first IMO to design its own fixed indexed annuity products, offer producers a zero-cost deferred compensation plan, to create a marketing portal that includes the comprehensive Social Security Suite, and to provide Tailor Made elite agent services to help top- achieving producers become even better at what they do.

“We have been and always will be champions on behalf of our agents,” said Tripses. “We empathize with the financial service business they run. We strongly support their independence. We don’t turn away or ignore producers who some IMOs consider ‘unworthy’ because of ‘sub-par’ production and hold their ‘incentives’ hostage unless we have all of their contracts. We prefer to earn a producer’s business.”

In just three months of independence, CreativeOne has expanded in several ways to improve the producer experience:

  • Gained access to the Allianz Preferred contract
  • Entered into a partnership with EquiTrust Life to provide producers its complete line of fixedannuity products
  • Launched a new Integrated Financial Services division dedicated to serving the needs ofRegistered Investment Advisors (RIAs)
  • Announced the opening of a new office in Phoenix-Scottsdale, Arizona, staffed with IMO veterans
  • Launched the most comprehensive product database in the industry: Annuity Solutions PRO

“2014 is shaping up to be the most exciting in our company’s history,” said Tripses. We’re looking for producers who strive to serve their clients with integrity to join us as we embark on this incredible journey.”

About CreativeOne:
CreativeOne, formerly Creative Marketing, a leading national marketing organization for annuities, life insurance and securities, has been assisting insurance and financial professionals build successful practices since 1984. Providing affiliated agents and advisors with hundreds of product options from a variety of carriers, the company delivers superior agent education, advanced marketing training, substantial back-office support, and considerable industry expertise by 135 talented and knowledgeable employees. CreativeOne sets an industry standard for its commitment to excellence, ethics and integrity in business, and agent-client satisfaction. Located in Leawood, Kan., CreativeOne serves its affiliated insurance agents and financial professionals, as well as their clients, as One Team with One Vision and One Voice. To learn more about CreativeOne, visit us at Broker-Dealer and Investment Advisor services provided by Client One Securities LLC, Member FINRA/SIPC. Client One Securities LLC is a wholly owned subsidiary of CreativeOne.

Press Contact: Merrit Strunk


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