News & Updates


Showing results for: and health


SMS Notes May 08 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Building a Successful Marketing Campaign

Consistent lead generation can help make your business more successful. Well planned and consistent lead generation is the backbone of any great marketing plan. 

SMS Insider May 01 2019

In this issue: What is MACRA; Design better retirements with Income ArchiTech; Participate in Walmart's Retail Program; 2019 Sales Forum; Medicare agency for sale

SMS Notes April 24 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Notes April 10 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Importance of Consistent Marketing

In a world where it's becoming harder to get people's attention, do not underestimate the power of direct mail marketing. It continues to provide excellent return on investment for lead generation in the senior market. It can serve as the backbone of a multi-channel marketing plan.

Dan Faltin

As Chief Financial Officer, Dan, is responsible for managing the company’s finances, including managing financial risks and financial planning and reporting. He also assists with the company’s strategic initiatives by forecasting, doing cost/benefit analysis and in securing funding.

SMS Insider April 03 2019

In this issue: The 2019 Sales Forum; The importance of consistent marketing; Finding success with multi-year guaranteed annuities (MYGAs); The Walmart Retail Program

SMS Notes March 27 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Notes March 13 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Insider March 06 2019

In this issue: Announcing keynote speakers for Sales Forum; On-demand lead generation webinar; Go paperless with e-App; Broker World and ThinkAdvisor feature SMS

Leads - The Recipe for Success

If you've sold in the Medicare market, you've likely asked yourself these two questions: How do I contact more leads? How can I close more leads? This on-demand webinar can help you answer both.

SMS Notes February 20 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Insider February 06 2018

In this issue: Make Your Move With MYGAs Now; Changes to the Level Up Program; State of the Dental Industry; Your Post-Super-Bowl Strategy for Next Open Enrollment; LTC Opportunity

Lead Generation On-Demand Webinar Series

This Lead Generation Webinar Series is a series of on-demand webinars designed to show you how industry experts connect with their target market.