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In this issue: Discover What's New for Sales Forum 2018; Demonstrating the Need for Extended Care Coverage; Scope of Appointment Forms Done in 3 Minutes; Learn to Use Income ArchiTech
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.
As the abundance of information and advances in technology empower consumers to confidently manage their own financial investments, returns-focused financial professionals must shift to a more relationship-focused practice.
Breakthrough technology that automatically loads your clients' drug lists for them.
With UnitedHealthcare®, you have a variety of Private Fee-for-Service, HMO, PPO and POS plans to choose from and plans available in rural and metro areas.
Senior Market Sales® Releases Income ArchiTech Planning Tool for Financial Advisors, Insurance Agents and Registered Reps
Technology Features Real-Time Stress Tests, Seamlessly Integrates Tax-Efficient Income Distribution, Social Security Planning and More
The Office of Management and Budget (OMB) and the Department of Labor (DOL) have agreed to delay the Best Interest Standard until July 1, 2019. What does this mean for advisors?
Are you taking advantage of all of the great plans, rates, incentives and programs Mutual of Omaha offers? Here are 12 reasons why it’s good to sell Mutual of Omaha Medicare supplement plans to clients.
No matter the industry, everyone’s talking about the importance of the customer experience. But the insurance and financial planning industries especially need to pay attention, according to several trade publications reporting on critical trends in the new year.
Another Annual Enrollment Period (AEP) is complete. This year's record-breaking activity revealed insights about the direction of senior health marketplace, with lessons that can help your business grow.
Senior Market Sales presents How You Can De-risk Client Portfolios with Roger Ibbotson
The all-in-one tool you've wanted is here. See how it will make your life easier and your client plans better.
Bruce Rasmussen is coming to Senior Market Sales to speak to advisors from Securities America. Senior Market Sales and Securities America are co-organizing the event and invited a select group of local advisors. Bruce Rasmussen will speak about his experience as chair of the NCAA tournament committee, his experience as head coach of the women’s basketball team, and his leadership as athletic director helping Creighton transition from the MVC to the Big East.
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.