Showing results for: LTC
Start now and make the commitment to qualify for the Transamerica 2021 Convention located in Montego Bay, Jamaica! Qualification period starts January 1st.
Assisting agents is the best part of Debbie’s job. She joined Senior Market Sales in 2018 as a Financial Solutions Case Manager.
November is Long-Term Care Awareness Month, making it the right time to begin addressing your clients' LTC needs for retirement.
The increasing consumer appeal of newly designed long-term care (LTC) insurance is creating opportunities for insurance and retirement planning professionals, and new technology is showing consumers how LTC insurance can be used for more than just long-term care — it can be used to protect their estates.
No matter what type of retirement planning professional you are, you’re in a position to help educate clients on the risks of failing to plan for long-term care. November is Long-Term Care Awareness Month, and we’ve gathered resources to help you.
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.
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.
Have you wanted to start talking about protecting your clients’ retirement income and assets, but weren’t sure how to have the conversation? SMS can help you initiate and complete the planning process.
The need for extended care is too often an overlooked concern in retirement planning. Show clients how to connect this important "dot" to complete their plan.
LTC Case Development Worksheet including a Health Conditions and Medications explanation and Medical Screening Questionnaire.
At SMS we have a dedicated LTC planning team that looks at each case independently to develop the right solution based on the client’s objectives.
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