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CreativeOne @GoCreativeOne

Securities | Wealth | Insurance

Joined May 2009
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The 1,100-page bill would extend corporate and individual tax cuts passed in 2017 during Trump's first term in office. reuters.com/world/us/us-hous…

US House narrowly passes Trump's sweeping tax-cut bill, sends on to Senate

The bill, passed by a single-vote margin, would fulfill many of Trump's populist campaign pledges. All of the chamber's Democrats and two Republicans voted against it. One Republican missed the vote...

reuters.com
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thinkadvisor.com/2025/04/11/…

Stocks Rally as Fed Signals Readiness to Stabilize Market

Stocks erased earlier losses Friday, which were driven by rising bond yields.

thinkadvisor.com
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Fed Holds Rates, Sees Slower Growth and Higher Inflation thinkadvisor.com/2025/03/19/…

Fed Holds Rates, Sees Slower Growth and Higher Inflation

The Federal Open Market Committee voted to keep the benchmark federal funds rate in the 4.25%-4.5% range.

thinkadvisor.com
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The government seeks to suspend pending litigation surrounding the fiduciary rule, to allow the Labor Department to decide how to proceed under the new administration. wealthmanagement.com/regulat…

DOL Puts Fiduciary Rule on Hold

The government seeks to suspend pending litigation surrounding the fiduciary rule, to allow the Labor Department to decide how to proceed under the new administration.

wealthmanagement.com
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Attention financial professionals! Join us live for our exclusive webinar, “Guiding Clients on Retirement with the New Administration.” bigmarker.com/creativeone/Wa…
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LIMRA: 2024 retail annuity sales set $432B record, but how does 2025 look? insurancenewsnet.com/innarti…

LIMRA: 2024 retail annuity sales set $432B record, but how does 2025 look?

Total 2024 annuity sales were up 12% over 2023 and nearly 40% over 2022, according to preliminary results from LIMRA’s U.S. Individual Annuity Sales Survey.

insurancenewsnet.com
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IRS Delays Applicability of Certain Proposed RMD Rules to 2026 plansponsor.com/irs-delays-a…

IRS Delays Applicability of Certain Proposed RMD Rules to 2026 | PLANSPONSOR

Explore the IRS's decision to delay the applicability of certain required minimum distribution (RMD) rules to 2026, giving plan sponsors more time to comply.

plansponsor.com
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Social Security Fairness Act Benefit Increases Could Take a Year: SSA thinkadvisor.com/2025/01/27/…

Social Security Fairness Act Benefit Increases Could Take a Year: SSA

Budget and staffing constraints will slow the implementation of the new law, the Social Security Administration says.

thinkadvisor.com
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Social Security's full retirement age is increasing in 2025. Here's what to know. cbsnews.com/news/social-secu…

Social Security's full retirement age is increasing in 2025. Here's what to know.

Social Security's full retirement age reflects the point at which people can claim their full benefits. It's going up in 2025.

cbsnews.com
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CreativeOne is celebrating 40 years! insurancenewsnet.com/press-r…
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CreativeOne offices will be closed Thursday, July 4 and Friday, July 5 in observance of Independence Day. We will resume normal business hours Monday, July 8. We wish everyone a safe and enjoyable holiday. 🇺🇸
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CreativeOne offices will be closed tomorrow, Wednesday, June 19, in honor of Juneteenth. We will resume normal business hours on Thursday, June 20.
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Congratulations to Marty Pfannenstiel, celebrating his 10-year anniversary at CreativeOne! Your hard work and dedication has been pivotal to our success. Looking forward to many more years of collaboration and success ahead!
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Our offices are closed on Monday, May 27 in observance of Memorial Day. Normal business hours will resume on Tuesday, May 28. We wish everyone a safe and reflective Memorial Day.
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May is Disability Insurance Awareness Month. Remind clients: income isn’t just a paycheck, it’s everything—birthdays, repairs, savings. Protect it. Partnered with Disability Insurance Services, we tailor disability protection. Individual or niche needs, we’ve got you covered.
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Today, we're celebrating 27 incredible years with our Senior Fulfilment & Facilities Supervisor, Wayne! Wayne is the backbone of what we do here at CreativeOne, and his contagious smile brightens every room. Thank you, Wayne, for everything you do!
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Breaking: The Department of Labor's (DOL) much-anticipated Fiduciary Rule will be released TODAY. Join us on Friday, April 26, at 2:00 p.m. as we discuss how the final rule will impact your practice, compensation, and sales processes. Register here: hubs.ly/Q02tMf510
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IRS Waives 2024 RMDs for IRA Beneficiaries Under 10-Year Rule | ThinkAdvisor
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Social Security 2025 COLA Estimate Climbs to 3% | ThinkAdvisor
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CreativeOne offices will be closed Friday, March 29 for Good Friday, allowing our team a day of rest. We will resume normal business hours Monday, April 1.
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