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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.

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 #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 #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.

What Are You Looking for in a Medicare Supplement Company?

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

NAIC Annuity Suitability Regulations Explained

The passage of H.R. 4173 and the defeat of Rule 151A ensured that regulatory control over FIA's would remain squarely in the hands of the insurance industry.

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.

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.

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.

Income Riders: When to Use Them, How to Choose Them

This article will bring you up-to-date on the state of the income rider and answer any questions you might have about when to use them and how to choose them.

Are Deferred Annuities Suitable for Clients Over 80?

Many carriers have had to rethink the max issue ages for their products, and many advisors are rethinking what is an appropriate plan for their elderly clients.

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.

Indexed vs. Variable Life: Choosing the Right Product for Your Clients

IUL is similar to VUL in that the cash value of the product is linked to the stock market, but that’s where the similarities end.

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.

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.