Please join us as we discuss the relationship with Table Bay and CreativeOne. We will review all of the marketing services that are available to you as an advisor. This will be an opportunity for you to get to know the annuity sales team and the marketing team at CreativeOne.
About CreativeOne:
CreativeOne is an industry-leading insurance, securities, and wealth management organization that exists to enrich the lives of financial professionals by creating meaningful, personal relationships built on proven industry expertise, superior service, and strategic solutions. CreativeOne aspires to be the one partner financial professionals rely on to build their practices and deliver on their clients’ goals.
Agenda
Proven marketing and lead generation
Business accelerator credits to pay for your marketing
Exclusive coaching and mentoring opportunities
Sales ideas and back-office support
Best-in-class service from experienced industry experts