Showing results for: Annuity
Senior Market Sales® (SMS) is committed to ensuring suitable sales practices when recommending annuity products to consumers and to supporting the fair and equitable treatment of our insurance customers. To that end, SMS has compiled this executive summary of recent revisions and actions to the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation (Model #275). These revisions encompass new producer training requirements, updated carrier forms and revised recordkeeping necessities.
Eight months into the pandemic, the majority of White Glove educational workshops are conducted virtually – and with many advisors reporting the same or greater success as in-person events. This industry leader and Senior Market Sales partner shares four secrets to virtual workshop success.
Senior Market Sales® (SMS) wants to assure all of our producers and carrier partners that although we may be operating differently, we are committed to the same service standards to which you have been accustomed.
FireLight’s e-App process, engineered with SMS agents in mind, is designed to simplify your work and save you valuable time. With this tool, you’ll avoid the hassles and cost of doing business with paper applications. It’s easy to use and gives you one place to submit all your annuity business, thus eliminating the need to navigate different carrier websites.
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.
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 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.