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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.

Mutually Invested Underwriting in Long-Term Care

Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.

Introduction to the Minnesota Life Portfolio

Watch this video for an introduction to Minnesota Life. We’ll cover how its portfolio can cover your clients’ needs and also show you sales concepts.

How to Estimate Final Expense, and the Three-Option Close

Most insurers call coverage “final expense” even though it covers only the funeral. In this fourth of eight webinars, we’ll show you how to help your clients better estimate their total funeral and family expenses, which leads to better coverage for the client and more income for you. We’ll also introduce the three-option close, where the client can choose enough coverage to cover a funeral, cover family expenses or cover both.

How to Avoid Retirement Traps

Some of the most successful approaches to selling life insurance involve presenting an idea and showing how life insurance works within it, rather than just pushing the product alone.

Postseason Game Plan: The Key to Cross-selling Final Expense

Watch this video to learn some simple marketing practices you can use to follow up with your Medicare clients to cross-sell final expense.

The SMS Long-Term Care Experience

Our long-term care department is dedicated to making you more efficient, more knowledgeable and ultimately more profitable. We take care of the details so you can spend more time selling.

The New IUL with Uncapped Options Powered by Annexus

Balanced Growth Advantage Indexed Universal Life (BGA) from Minnesota Life is one of the industry’s newest innovations in accumulation IUL products.