News & Updates


Showing results for: Annuity and Blog


Using Processes and Tools to Enhance Your Business

There is a way to provide clients more big-picture clarity while also demonstrating the need for the solutions you have to offer. Start using a new process and tools to enhance your business. 

Department Of Labor Fiduciary Rule Update: Best Interest Standard Delay

The Office of Management and Budget (OMB) and the Department of Labor (DOL) have agreed to delay the Best Interest Standard until July 1, 2019. What does this mean for advisors?

How to Improve Your Customers' Experience:  Implement a Structured Planning Process 

No matter the industry, everyone’s talking about the importance of the customer experience. But the insurance and financial planning industries especially need to pay attention, according to several trade publications reporting on critical trends in the new year.

Using the "Saw-Tooth" Strategy to Cut RMDs for Clients

Certain fixed indexed annuity solutions can offer a crediting strategy that cuts RMDs. Introduce the saw-tooth strategy to clients and help them keep more funds in qualified accounts.

DOL Delays Fiduciary Rule

The Department of Labor has announced a 60-day extension of the implementation of the fiduciary rule. Advisors will be treated as fiduciaries beginning on June 9, 2017 rather than April 10, 2017 as originally scheduled.

Get Social With SMS

Discuss issues that are important in the senior market, ask questions, and get immediate access to SMS content and insights by following SMS on social media.

Get More with Income 150 + Fixed Index Annuity from Global Atlantic

Join Kevin Lockwood from Global Atlantic & Debra Schmidt from SMS to learn about Income 150 + Fixed Index Annuity from Global Atlantic.

Something BIG Has Arrived From Annexus

Annexus announced the arrival of BCA Elevate, its next-generation fixed indexed annuity product suite, on Aug. 10, 2016.

SMS' Jon Summers Discusses How to Successfully Position FIAs

SMS' Jon Summers Discusses How to Successfully Position FIAs.

How Annuities Will Be Transformed by the DOL Fiduciary Rule

The DOL fiduciary rule will be a hot topic throughout 2016. SMS is watching legislative and marketplace developments, and will keep you informed.

How the 2016 Budget Changes Social Security Planning

The implications of the 2016 budget are significant for your clients since it contains some sweeping revisions to Social Security.

SMS Agent E&O Insurance Program Renews September 1

Great news! Senior Market Sales' agent E&O insurance program will renew on September 1 with no premium increases since 2009!

SMS Joins Forces With Broadridge Advisor Solutions

SMS has partnered with Broadridge Advisor Solutions, the leading provider of sales, education and client communications services. 

SMS White Paper Reveals New Importance of Social Insurance to Consumers — and You

A new SMS white paper finds that financial and insurance professionals should make Medicare and Social Security the foundation of retirement planning.

Agents Learn and Share Ideas at Fourth Annual Sales Forum

More than 100 agents and advisors from all the over the country were in Omaha for the fourth annual Sales Forum held June 10 – 12, 2015.