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Making the Switch from Medicare Advantage

Here are 5 questions and answers about the process of disenrolling from Medicare Advantage.

The Past, Present and Future of Medicare

Change in the Medicare market is almost certain, and agents who want to thrive selling to seniors must be prepared to learn and adapt when change comes.

The Rise of the Indexed Annuity

Why are indexed annuities experiencing such a surge in popularity? We believe it’s because offer three unique attributes clients can’t find anywhere else.

3 Questions to Determine Income Rider Suitability

Income riders are a popular feature on fixed indexed annuities. But they are not one-size-fits-all, suitable for anyone who wants to generate an income stream.

Compliance Corner: What Constitutes Investment Advice?

What exactly constitutes investment advice that requires registration?

How to Increase Your Qualified Annuity Business

Find out how to intentionally target larger qualified money cases in your practice.

5 Steps to Annuity Suitability

Over the last several years, many states have begun to specifically define what agents must consider when selling annuities — especially to seniors.

Safe Retirement on a Budget: An Indexed Universal Life Plan That Gets Results

Even if your clients can't afford a hefty premium now, theycan still build a robust cash value on thier IUL if they commit to growing premium payments over time.

Case Study: Solving Multiple Needs With Indexed Universal Life

In this case study, the clients wanted a product that could, if needed, provide a lump sum loan amount for future costs of education for a newborn child.

Keys to an Effective Policy Review

Conducting annual policy reviews with your clients is a great way to generate sales right out of your existing book of business.

Buy-Sell Agreements: Sales Opportunities for Any Market

Even in a tough economy, buy-sell arrangements present great sales opportunities with the small business market.

Exploring Medicare's Past, Present and Future

Who better to offer wisdom on the past, present and future of Medicare than the owner and CEO of SMS himself, Milton M. Kleinberg?

SEC Study Calls for Uniform Fiduciary Standard

The SEC's long-awaited study on fiduciary standards calls for adoption of a uniform fiduciary standard of care for broker-dealers and investment advisors.

3 Questions to Consider When Selling a Guaranteed Death Benefit Plan

When determining which product best suits your clients who are looking for guaranteed death benefit coverage, consider these 3 questions.