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Annuity Producer Survey Results

We recently conducted a survey of 80 annuity producers in an effort to learn more about their goals, sales methods and training interests. 

Medicare Advantage Enrollment Period Dos and Don'ts

A helpful reminder of what you can and can’t do during each election period.

Middle-Income Americans Want and Appreciate Help With Financial Planning

According to a recent study, 51% of pre-retirees and retirees had not been contacted by any kind of retirement professional in the last year.

Senior Market Sales, Inc. Introduces a New Medicare Supplement Carrier: Medico Insurance Company

Medico® Group — Affordable Solutions That are Fast, Simple, and Predictable. 

Be the Calm Within the Storm

Responding proactively to a crisis will calm client fears and reinforce your value as an advisor. Learn how to build your crisis communications plan.

Humana Announces Agreement to Acquire Arcadian

Humana Inc. announced that it has signed an agreement to acquire Arcadian Services, a Medicare Advantage HMO with approximately 64,000 members in 15 states.

Enhancements to Mutual of Omaha e-App Tool

Mutual of Omaha has implemented a number of enhancements to their e-App tool making it easier to use for both you and your clients.

New Annuity Illustration Tool: Total Benefits of Ownership

Recent enhancements have strengthened the Income Advantage Calculator as a powerful point-of-sale presentation piece.

Market Uncertainty Reinforces Fixed Annuity Sales

People who still haven’t recovered from a 30% or 40% loss in 2008 just watched their portfolios suffer another double-digit loss.

Laddering Annuities to Create an Income Stream

One well-known strategy for creating a steady income stream is annuity laddering or buckets.

Why Sequence Risk Matters in Retirement

Your clients may not realize that how much they lose during a market downturn may not be nearly as important as when the loss occurs.

AARP Social Security Calculator a "Step in the Right Direction"

Last week, AARP launched a new Social Security calculator designed to help people estimate their Social Security benefits and determine the best time to claim.

Introducing "Real Life" Sales Concept Kits for Life Insurance

SMS has partnered with North American to introduce sales concept kits designed to help life insurance agents.

Introducing Children's Whole Life Insurance From Mutual of Omaha

A new product with low premiums and low policy fees has joined Mutual of Omaha's life portfolio -- Children's Whole Life.

GAO Retirement Income Report Makes Case for Annuities

Another official government report supports the use of annuities as a hedge against longevity and market volatility.