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Senior Market Sales Expands Offering to Include Financial Advisory Services with RIA Sequent Planning
Senior Market Sales® (SMS) is always thinking of ways to position insurance and retirement planning ...
A Solid Platform is Key to Medicare Insurance Sales Success
When it comes to the Medicare insurance industry, agents who have a strong platform are those most l...
The Latest DOL Fiduciary Advice News
The Latest DOL Fiduciary Advice News Regulators continue to debate the definition of “fiduciary,” ev...
What Annuity Agents Need to Know About the New Best Interest Standard
Annuities are a great way to grow your business and help your clients get the most out of their reti...
Want a Lead-to-Appointment Conversion of 60 to 70%? Here Are 4 Secrets
When the in-person educational workshops AcquireUp conducts on behalf of advisors dried up from 700 ...
How Insurance and Financial Planning Professionals Survived the COVID-19 Pandemic
The COVID-19 pandemic forced many insurance and financial planning professionals to reconsider how t...
Senior Market Sales Expands National Reach, Joins Alliant Insurance Services
Tools for Virtual Workshops
Why should I use these tools and where do they fit into my practice? Workshops and seminars represen...
Dwane McFerrin Receives Underwriter of the Year Award From Omaha Association of Health Underwriters
The Omaha Association of Health Underwriters (OAHU) has selected Dwane McFerrin, Senior Vice Preside...
Boost Client Engagement with Educational Workshops: 3 Key Benefits
One of the greatest challenges facing insurance and financial planning professionals is how to attra...
How to Help Protect Clients' Retirement Assets Through Volatility
There’s no escaping the news about increased market volatility and predictions of a bear market or r...
Understanding the SEC's New Best Interest Regulation and What's Ahead
Advisors and brokers making investment recommendations will soon face new federal disclosure and com...
