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Certain fixed indexed annuity solutions can offer a crediting strategy that cuts RMDs. Introduce the saw-tooth strategy to clients and help them keep more funds in qualified accounts.
At SMS we have a dedicated LTC planning team that looks at each case independently to develop the right solution based on the client’s objectives.
In this video you will learn using the GPM custom e-App process
An indexed universal life (IUL) policy offers clients upside potential, guards against downside risk and provides tax benefits.
The prospect mapping function from infofree.com puts useful information in the palm of your hand. An exclusive offer through SMS can get you this capability at a discount.
Make it easy for consumers to find you. Add your listing to the Medicare Supplement Insurance Agent online directory provided by the American Association for Medicare Supplement Insurance.
Aetna and SMS have partnered to get you FREE PDP leads.
The Department of Labor has announced a 60-day extension of the implementation of the fiduciary rule. Advisors will be treated as fiduciaries beginning on June 9, 2017 rather than April 10, 2017 as originally scheduled.
Your clients do not have to die to take advantage of their life insurance. With an Accelerated Benefits Rider (ABR), they can get a portion of their benefit if they have a terminal, chronic or critical illness. Start offering the NEW life insurance and give your clients options.
Taking a few extra minutes to ask a few more questions at every appointment can lead to big results and help your clients enhance their legacy.
Selling dental plans from Ameritas is a great way to grow your business. A new card pack is dropping soon, and you can get these dental leads for $5 each.
Being given the outpatient observation designation during a hospital stay can cost your Medicare clients thousands if they need skilled nursing care afterword. It’s a rapidly growing issue, and legal action is underway to address it.
Low interest savings accounts and CDs don’t provide as much of a legacy for those whom the money is intended. Introducing your client to single-premium life insurance can make the most of those funds and enhance their legacy.
Are you taking advantage of all of the great plans, rates, incentives and programs Mutual of Omaha offers? Here are 12 reasons why it’s good to sell Mutual of Omaha Medicare supplement plans to clients.
Top producers expect the best of everything. Discover what separates Senior Market Sales from all the others.