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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.
As a Case Management Team Leader, Nikki strives to support all three product lines under the financial solutions umbrella.
Brandon has sold travel insurance; international medical insurance; accidental death and dismemberment insurance; kidnap, ransom and extortion insurance; and defense base act insurance.
Tim joined Senior Market Sales® in 2018 in the Financial Solutions department as an Associate Marketing Consultant.
Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.
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.
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.
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?
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?"
Are your retirement income conversations truly resonating with prospects?
Did you know 57% of clients now expect Social Security advice from their financial planner?
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!
Are low rates and a sluggish market hindering your annuity sales?