As charitable giving becomes an increasingly important aspect of many clients’ legacy goals, it’s critical that Creative Life be able to provide support and assistance to its agents throughout the planning process.
LEAWOOD, Kan. (PRWEB) November 30, 2012
The CAP certification program provides Martin with the knowledge and tools needed to work more successfully with agents who help individuals and families develop and implement philanthropic programs that contribute to meeting their estate planning and wealth management goals. As Creative Life continues to build its arsenal of resources available for life insurance agents of all experience and skill levels, Martin’s accomplishment will allow him to serve as a sounding board for those who have questions or need case design assistance to complete the charitable planning process.
Martin is one of only 600 individuals across the country to have received this prestigious designation since its inception in 2003. It required him to complete a rigorous set of courses and written examinations regarding his knowledge of advanced design, implementation, and management of charitable gift techniques and strategies. The curriculum also addresses philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. Martin adds this to his Chartered Life Underwriter® (CLU®) designation and more than 30 years of industry experience in various leadership roles, as well as time spent running his own financial and insurance consulting business.
“As charitable giving becomes an increasingly important aspect of many clients’ legacy goals, it’s critical that Creative Life be able to provide support and assistance to its agents throughout the planning process, from initial case design through policy placement. Personally, I have a high level of respect for those who make charitable planning a part of their practice and who encourage others to give back to the causes that mean so much in their lives,” said Martin.
Creative Life, the life insurance arm of Creative Marketing, is known throughout the industry for its dedication to service and ability to leverage relationships and resources that speed the process of application through placement. Creative Life boasts a plethora of tools largely unavailable in one Brokerage General Agency (BGA) or Independent Marketing Organization (IMO) today, including: in-house and concierge underwriters on staff; an experienced team of Relationship Managers, Consultants and Case Managers; illustration support, proposal creation and carrier coordination; and back office support that’s second to none. To enhance its credibility and extend even more assistance to agents, Creative Life has also developed a number of strategic alliances with consulting firms and benefits providers that serve individuals, families and business owner clients in all of their planning endeavors.
ABOUT CREATIVE MARKETING INTERNATIONAL CORPORATION
Creative Marketing, a leading national marketing organization for annuity and life insurance, has been assisting insurance and financial professionals with building a successful practice 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 more than 150 talented and knowledgeable employees. Creative Marketing sets an industry standard for its commitment to excellence, ethics and integrity in business, and agent-client satisfaction. Located in Leawood, Kan., Creative Marketing is making a difference in the lives of its affiliated insurance agents and financial professionals, as well as the clients they serve. To learn more about Creative Marketing, visit us on the web at http://www.creativemarketing.net.
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