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Showing results for: Life Insurance


When Your Clients Ask, 'Can I Afford to Retire?'

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.

The Importance of Life Insurance in Financial Plans

Life insurance can be a critical part of a comprehensive retirement plan. New technology makes it easier to demonstrate this and position the right solution to your clients. 

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. 

Life Training 101: Lesson 3 -Making a Recommendation

This brief video will help you determine which life insurance product or combination of products can help your clients and prospects protect what they care about and achieve their financial goals.

Life Training 101: Lesson 2 - The Types of Life Insurance

This brief video will help you learn about the types of life insurance and where they fit based on the needs of your clients and prospects.

Life Training 101: Lesson 1 - The Purpose of Life Insurance

This brief video on the purpose of life insurance will help you identify opportunities for life insurance sales with your clients and prospects.

Legacy Safeguard Training Guides & Materials

In this first of eight webinars, we discussed the Legacy Safeguard Sales Training Guides, which cover marketing, selling and getting referrals. We also showed client resources, including brochures, worksheets, referral forms and presentation DVDs.

White Paper - The Journey

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.

Maximize Your Medicare Business

The key to success is having a plan. Experts from SMS can show you why it’s important to have a plan going into AEP season, but more importantly, coming out of AEP season.

6 Reasons to Write Single-Premium Life

Now is a great time to write single-premium life. There is tremendous opportunity in helping preserve a client's legacy. Here are six reasons to talk about single-premium life with every qualified prospect. 

Demystifying Today's Living Benefits

Life insurance is changing for the better, with innovative new living benefits. It's time to learn how you can change with it, and grow your business. Watch this video and learn how to demystify living benefits and put them to work for your clients.

The Kind of Clients Who Love IUL

An indexed universal life (IUL) policy offers clients upside potential, guards against downside risk and provides tax benefits.

The New Life Insurance: Benefits While Clients Are Still Living

Your clients do not have to die to take advantage of their life insurance. With an Accelerated Benefits Rider (ABR), they can get a portion of their benefit if they have a terminal, chronic or critical illness. Start offering the NEW life insurance and give your clients options. 

Single Premium Solutions Life Insurance Planning Kit

Taking a few extra minutes to ask a few more questions at every appointment can lead to big results and help your clients enhance their legacy.

Mining Clients' Tax Returns for Sales Gems

Turn tax season into an opportunity to grow your business.