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New Turnkey System to Provide Tax-Saving Strategies in Retirement

Omaha, Nebraska – Senior Market Sales® (SMS) today unveiled the CirrusView process, a turnkey, repeatable system to help insurance and retirement planning professionals acquire and serve high-level clients with advanced tax-saving strategies.

Advisors who use the CirrusView process – marketing resources, software and reports, and training and coaching – will help clients avoid unpleasant losses to taxes in the future, while also growing their business now, said Bill Kauffman, Vice President of Financial Solutions at SMS.

“Agents and advisors helping clients plan for retirement must make sure they don’t run out of money, and that involves minimizing taxes now and in the future,” Kauffman said. “The CirrusView process gives advisors the tools to do this easily while also increasing sales of indexed universal life insurance and annuities and lifting assets under management.”

SMS, one of the industry’s premier insurance marketing organizations, identified tax-saving retirement strategies as an emerging trend and sought a way to keep advisors ahead of the competition. The CirrusView process was built in partnership with Stonewood Financial, an industry leader in tax-efficient retirement strategies.

“SMS provides the CirrusView process as yet another program that gives advisors an edge in today’s highly competitive market,” Kauffman said. “The CirrusView process also can help advisors gain more wallet share, engage a higher net-worth prospect and grow their target premium.”

SMS also provides an eBook that explains why tax-efficient retirement planning is important as well as other SMS resources that support advisors with all their tax-efficient retirement planning. Advisors who want to learn more about the CirrusView process, can call 1.800.786.5566.

About Senior Market Sales

Senior Market Sales® (SMS) represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, and travel insurance carriers in all 50 states. More than 65,000 independent insurance agents rely on SMS for proprietary technology, competitive insurance products, and expert training and service to help them leverage their time, make more money, and put their business in a position of distinction. Founded in 1982, SMS is headquartered in Omaha, Nebraska. In 2020, SMS joined the Alliant Insurance Services family of companies.