News & Updates

SMS White Paper Reveals New Importance of Social Insurance to Consumers — and You

A new SMS white paper finds that financial and insurance professionals should make Medicare and Social Security the foundation of retirement planning.

When Should Clients Buy Travel Insurance?

You can insure any prepaid nonrefundable trip cost (even the ones you’ve booked yourself) out on the open travel insurance market.

Social Security and Medicare Emerging as New Foundation of Retirement Planning, But Few Advisors Ready

Rather than entitlements that don’t need strategy and planning, advisors should view Medicare and Social Security as the foundation of retirement planning.

Social Security Planning and Extended Care - Advanced Sales Forum

Joe Elsasser, creator of Social Security Timing TM, explains the most common objection to Social Security planning "I've got lots of money, and I want to take Social Security early so I don't have to spend my money." Learn why Extended Care may be the most practical product to protect your clients money, and their health.

Agents Learn and Share Ideas at Fourth Annual Sales Forum

More than 100 agents and advisors from all the over the country were in Omaha for the fourth annual Sales Forum held June 10 – 12, 2015.

How to Position Indexed Annuities in Your Practice

In this webinar, SMS’ Jon Summers showed how the top advisors in the industry are positioning indexed annuities within their practice.

Nationwide New Heights® Has Been Enhanced

Nationwide® launched an enhanced suite of New Heights® fixed indexed annuities.

Annuities: The Official Retirement Vehicle of the Obama Administration

A recent report from the Middle Class Task Force named annuities as one of the tools that give Americans a better shot at a more secure retirement.

Cracking the referral code

Learn proven strategies for building a referral-gathering machine.

Report Shows More Buying Travel Insurance — Are You Selling It?

A recent survey conducted for the US Travel Insurance Association (UStiA) spells opportunity for Travel Insurance Center’s affiliates.

Transamerica Multi-Life Solutions

In this video, Transamerica’s Ed Stone introduces Transamerica’s Multi-Life Solutions.

National Guardian Life's One-Question Close

In this third of eight webinars, we cover the one question you need to ask to sell more final expense to your prospects and how National Guardian Life’s products answer that question.

Six Key Words to Use in Every Social Security Planning Meeting

SMS' Wendy Swanson discusses key strategies for Social Security presentations.

SMS' VP of Medicare Solutions Shares Talking Points at National Conference

Dwane McFerrin, SMS' vice president of Medicare Solutions and chair of the NAHU Medicare Advisory Group, addressed the main assembly at this year's Capitol Conference in Washington, D.C.

Great News for California Agents

UnitedHealthcare announced that full commission rates will be paid in CA for certain AARP Med Supp plans due to the CA Open Enrollment "Birthday Rule."