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Building Social Security Planning into Your Practice

Did you know 57% of clients now expect Social Security advice from their financial planner?

Elevate Your Practice with Social Security Timing

Hear from real advisors about how they use Social Security Timing™ to help their clients maximize Social Security and at the same time open the door to annuity sales as part of an overall retirement plan!

Generating Sales in a Low-Rate Environment

Are low rates and a sluggish market hindering your annuity sales?

LTC Case Study: Flexible Premium Hybrid LTC Insurance

This case study covers Flexible Premium Hybrid LTC Insurance. Flexible premiums are those other than single premiums, like 10 pay, 20 pay or lifetime.

LTC Case Study: Uninsurable Options

If you are involved in extended care planning, you are eventually going to come across a client or a relative of a client, who is uninsurable. Here are options for those individuals.

LTC Case Study: Transitioning Tax Qualified Funds Into Tax-Free Retirement Protection

There are several options for clients who want to use a tax-qualified account to fund the long-term care plan. This case study outlines those options.

LTC Case Study: How Lazy Assets Can Protect Retirement Income

In this case study, we show you how lazy assets such as savings, CDs, and money market funds can be repositioned to fund long-term care if needed or a death benefit to family.

LCBA Medicare Supplement: Why You Should Get Contracted Today!

Loyal Christian Benefit Association (LCBA) offers Medicare Supplement with competitive rates and an altruistic story that will resonate with your clients.

New to Medicare - Why Sell Medicare?

Essential Knowledge and Tools for New Agents

New to Medicare - Difference Between Med Adv and Med Supp

Essential Knowledge and Tools for New Agents