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Sales Tip #35: How to Document Permission to Call

According to CMS rules, agents must keep PTC documentation for a minimum of 10 years, and it must be retrievable upon request from the carrier or CMS.

Sales Tip #6: Know the Difference Between A Prospect & A Lead

Some might think it’s a petty distinction to make, but there is a difference between a prospect and a lead, and it helps for you to know it.

Sales Tip #13: Flexible Funding Options for an IUL Retirement Supplement Case

This sales tip will describe a flexible funding option that you may not have encountered before, but could be a great fit for certain situations.

Sales Tip #8: Build a Successful "COI" Referral System

Find out why most agents don’t get more referrals from their "Centers-of-Influence." Learn how to maximize your COIs and get the referral results you deserve.

Sales Tip #22: 4 Questions Insurance Agents Are Asking About LinkedIn

This is a high-level introduction to LinkedIn, who is using it, why you should check it out and how to get started.

What Are You Looking for in a Medicare Supplement Company?

What are you and your clients looking for in a Medicare Supplement company?

SMS Agents Make Historic First Sales Using iPad App

The Medicare Advantage industry made a historic technology leap this AEP when SMS agents in Rockford, IL, completed the first MA enrollments using an iPad app.

Top 5 Challenges When Selling Life Insurance

In their 2011 Life Insurance Market Study, Agent’s Sales Journal and the LIFE Foundation asked agents to list the main challenges to selling life insurance.

Six Questions Life Agents Should Ask Themselves

Here are six questions life agents should ask about the market they're targeting, the solutions they're proposing, and their approach to building sales.

The Single-Premium Life Wealth Transfer Cross-Sell

Look no further than your existing Medicare Supplement clients for the perfect “lead program” for identifying suitable candidates for wealth transfer products.

3 Wealth Transfer Strategies Using RMDs - Part I: Offsetting Income Taxes

Learn how to take unwanted RMDs to fund a life insurance policy that will help offset the income taxes beneficiaries will owe when the IRA is transferred to them.

3 Wealth Transfer Strategies Using RMDs - Part III: Creating Multi-Generational Wealth

Baby Boomers will transfer more wealth than this country has ever seen. Much of it is accumulating in tax-deferred accounts like IRAs and 401(k)s.

3 Wealth Transfer Strategies Using RMDs - Part II: Eliminating Income Taxes

Learn how to leverage unwanted RMDs to fund a life insurance policy and transfer an IRA as a charitable gift in order to eliminate income taxes on qualified money.

20 Tips to Maximize Your Book of Business

SMS has listed 20 ideas to help you not only increase client retention, but also cross-sell and up-sell your current clients and generate more referrals.

Annuity Maximization Strategies

Annuity demand has spiked in recent years, recognizing their value as a safe, tax-deferred savings option but about 80% of annuities end up being inherited.