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Showing results for: and health


Paul Nelson

Paul can draw on his nearly 42 years of experience in the insurance business to help you improve your practice.

12-4-2 Principle

Learn how a structure of 12 scheduled contacts per year, four comprehensive reviews and two mandatory face-to-face meetings can lead to high client satisfaction and engagement.

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?

Marilyn Cunard

With more than six years of experience in contracting, Marilyn has the expertise to efficiently navigate agents through the contracting process. She began her career as a Contracting Associate and through persistence, leadership, and attention to detail has advanced to the position of Contracting Coordinator.

Curtis Lueckenotto, RICP

Curtis enjoys building relationships with advisors, getting to know them and their business.

Cyber Insurance Liability Protection

Protect your business with cyber insurance available through Senior Market Sales® (SMS)

Legacy Safeguard

Legacy Safeguard is a powerful final expense marketing tool perfect for Medicare Supplement agents.

Postseason Game Plan

Now that you’ve served your clients with their Medicare plans, follow up on another major need and help them leave a lasting legacy. Get your copy of the Postseason Game Plan.