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Showing results for: and health


Jon Summers

You could say Jon’s been in the insurance industry his entire life. With a father in the industry, Jon grew up with a special appreciation for the entrepreneurial spirit.

Mutually Invested Underwriting in Long-Term Care

Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.

SilverScript Code of Conduct

CVS Health Code of Conduct

Aetna-Coventry Code of Conduct

CVS Health Code of Conduct

Genworth 2016 Cost of Care

Your clients need the latest long term care (LTC) cost data to help build personalized plans. Now it's here: the Genwoth 2016 Cost of Care. It's one of the most comprehensive look at more than 43,000 long term care providers across 440 cities and regions.

12-4-2 Principle

Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.

How To Create Your Own Marketing Machine

What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.

5 Things You Need to Know before offering Social Security Planning

Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?

Indexed Products: A Lifetime Stream of Inflation Adjusted Income

Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"

Social Security Planning - Is It Worth Your Time?

Are you helping your clients plan when it comes to their Social Security?

Gathering More Assets with Next Generation Income Solutions

Are your retirement income conversations truly resonating with prospects?

Building Social Security Planning into Your Practice

Did you know 57% of clients now expect Social Security advice from their financial planner?

Elevate Your Practice with Social Security Timing

Hear from real advisors about how they use Social Security Timing™ to help their clients maximize Social Security and at the same time open the door to annuity sales as part of an overall retirement plan!

Generating Sales in a Low-Rate Environment

Are low rates and a sluggish market hindering your annuity sales?

Case Design

We help you analyze each client's unique situation to help find the right products and solutions to help them meet their goals.