Please Join Us

September 21-22
Live, in-person training

Registration is full. Please contact the CreativeOne Life Sales Team for additional information.

Ignite your practice's success in the shifting financial landscape.

Unleash the secrets of tax mastery at CreativeOne’s Taxes Declassified workshop. Come discover cutting-edge strategies to harness the power of taxes, navigate national debt implications, and transform Washington’s instability into business opportunities.

Arm yourself with powerful tools and unleash unprecedented growth potential for your practice. With Taxes Declassified, you’ll emerge with unmatched confidence and expertise in crafting tax-efficient retirement income strategies.

Don’t miss out on this game-changing event—secure your spot today!

Thursday, September 21 | 2 - 5 p.m.

Learn how to differentiate your practice with taxes and discover the step-by-step process for creating tax-efficient retirement income strategies for your clients. We’ll teach you to attract new clients and increase wallet share from your existing book by focusing on taxes. Hear from our carrier partners on the innovations leading the IUL marketplace.

Friday, September 22 | 8:30 a.m. - 12 p.m.

Gain actuarial insights into maximizing IUL’s value for your clients and understand how to position flexible strategies that allow for shifting priorities. Hear from our marketing experts on how top producers are generating qualified leads and closing new prospects by leading with taxes. We’ll teach you how to make the most of today’s products – and overcome client objections.

Neil Wilding

Chief Operations Officer
Stonewood Financial

Becky Ruby Swansburg​

Chief Executive Officer
Stonewood Financial

Pat McEvoy

Sr. VP, Life Sales

Rena Nicholson

Sr. VP, Life Sales

Privacy Policy

We collect information based on your actions although it does not personally recognize you when you visit our website or those that we serve advertisements. We collect information from you when you register on our site or fill out a form. Your information is collected and used to improve customer service and help us effectively respond to your service and support needs.

Your information will never be traded, shared or sold.

The online privacy policy only applies to information collected through our website and not to information collected offline.

We do send periodic emails and your email address may be used to send to you information and updates pertaining to your needs for services you may be interested in. All of our emails use common email best practices and are CAN SPAM compliant. All of our emails contains easily opt out links in the footer.

Our advertisers and us try and reach the best inventory by working with third parties to help us recognize the user and serve them relevant ads when you are in the network. We also can recognize you on different devices to show those advertisements. We also use third parties for online website analytics so we can continue to serve the right ads to the right person.

We will use cookies and pixels to keep track of your actions on our website. As you browse, advertising cookies will be placed on your computer so that we can understand what you are interested in so that we serve you more relevant ads.  Cookies are usually small text files, with an Id tag to store in the computers data subfolders. Our display advertising partner then enables us to present you with retargeting advertising on other sites based on your previous interaction with The techniques our partners employ do not collect personal information such as your name, email address, postal address, or telephone number.  You can visit this page to opt out of our display partner’s targeted advertising.

By using our site you consent to our privacy policy.

Our Privacy Policy was last updated on March 30, 2015 and if there are any questions feel free to refer to our contact page.