Showing results for: Annuity
You don’t have to be a Medicare expert to address your clients’ health care costs in retirement. This webinar by Medicare BackOffice® will show you how you can confidently help clients with this increasingly important piece of their retirement plans at no cost to them or you.
The weeks and months after the Annual Election Period (AEP) can be a welcome respite, but what if you used this time to sell a needed product to the same clients and it was easy? Welcome to life after AEP, where selling just two final expense cases a week could earn you an extra $75,000 a year. Plus, it reveals the practical steps and resources to make it happen.
On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.
Start now and make the commitment to qualify for the Transamerica 2021 Convention located in Montego Bay, Jamaica! Qualification period starts January 1st.
Market volatility provides an opportunity for insurance and financial planning professionals to show their value to clients. Senior Market Sales can help you educate clients about market risk and offer solutions to lock in their gains — before the downturn.
Tired of long and complicated forms when writing your annuity, life insurance or long-term care business? Want to easily capture client signatures? Want your business to run more smoothly and so you get paid sooner? There's a solution — use e-App for your applications. Bill does, and his business is better. Watch this new video and see just how much happier e-App makes his life.
In this on-demand webinar you will learn about IRA clients with RMD—a 10-minute idea to raise $250,000 in new assets, The rainy day money idea and Indexed annuities as a bond alternative.
In an exclusive interview with Senior Market Sales® (SMS), renowned economist Roger Ibbotson shared groundbreaking insights that are challenging the traditional ways retirement planning professionals mitigate certain retirement risks.
Helping clients enroll in Medicare and review plans annually can be an easy way for financial advisors to reach prospects and lay the foundation for lifetime clients, and a recent survey indicates the opportunity is especially ripe with affluent Americans.
The SMS Medicare Solutions and Financial Solutions teams have extended their hours to better serve agents and advisors.
You can help clients answer one of their biggest questions: “Can I afford to retire?” Senior Market Sales® has a new tool that makes it easy for any type of retirement planning professional to help clients answer that question. Income ArchiTECH™ shows the impact of longevity risk on their retirement plans. With just a few clicks, it can show the impact of market fluctuation and help you develop strategies and solutions to manage it.
Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets.
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.
As an Internal Marketing Consultant, Scott’s main goal is to help agents grow their business and increase their market share using financial products.
As the abundance of information and advances in technology empower consumers to confidently manage their own financial investments, returns-focused financial professionals must shift to a more relationship-focused practice.