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Making Sense of Roth IRA Conversions

Making Sense of Roth IRA Conversations. Here are some benefits of a Roth that may appeal to your retirement-age clients. Long-term tax benefits, tax diversification, no lifetime distributions, social security taxation, and tax-free legacy are some of the reasons to consider a Roth.

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Senior Market Sales® (SMS) is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money and put their business in a position of distinction.

SMS Services You Might Not Know About [Medicare BackOffice®]

Whether Medicare is your bread and butter or you sell none of it, Senior Market Sales® (SMS) has a Medicare solution so you never have to turn clients away. Medicare BackOffice is an SMS-owned service that can help you save valuable time by servicing the client on your behalf and that will pay you a fee without disturbing other coverages.

American National

American National’s mission is to be the company of choice for insurance and other financial products and services while maintaining superior financial strength.

Ameritas

Ameritas is a mutual organization that always puts customers first.

John Hancock

John Hancock is an internationally recognized brand which has stood for financial strength and integrity for more than 125 years.

National Western Life

National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments.

Prudential

For 140 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

National Guardian Life

SMS is proud to add National Guardian Life to our long-term care insurance (LCTi) portfolio. NGL is an A- (Excellent) A.M. Best rated mutual insurance company with over 100 years of offering high-quality, customer focused, insurance products.

American General

American General honors their commitments to their customers: over the past five years alone, AIG’s member life insurers have collectively paid out over $39 billion in claims and benefits to customers and businesses.

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