Creative Marketing has expanded its operations by adding a team dedicated to serving the needs of Registered Investment Advisors (RIAs).
This team, led by experts in wealth management, will help RIAs create a road map to grow their businesses, then work with them to implement comprehensive wealth management services, including life insurance, the company said in a statement.
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The company has appointed Rob Hagg as manager of its annuity and life group sales team.
Prior to joining Creative Marketing, Hagg has consulted with wealth management firms across the country, advising on efficient processes, acquiring key talent and developing students of the trade since 10 years.
Mike Tripses, president of Creative Marketing, said: "Our new initiative is a key part of that strategy: partnering with Registered Investment Advisors in holistically fulfilling client needs through the true synergy of investments and insurance."
"Hagg takes a forward thinking approach to risk management and the use of life insurance to protect client portfolios. His success in developing wealth accumulation and transfer strategies using life insurance and annuities is unparalleled," Tripses added.
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