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Why Don't Your Clients Refer with Duncan MacPherson of Pareto Systems
Advisors need to rebrand how they ask for referrals, so that they are aligned with stewardship not salesmanship.
Taxes Today, Taxes Tomorrow: How to Help Clients Use Tax Advantaged Solutions
This session will focus on the current tax environment today as it relates to personal income taxes and estate taxes. We will also discuss projected tax reform and where taxes may be headed in the future. Most importantly the session will cover how producers can help their clients utilize tax advantages strategies to protect and build wealth.
How to Help Your Clients Have a Safe and Successful Retirement
Join Steven Sommer, from Securian, to learn how to help clients accumulate tax-free income, prepay their retirement taxes and protect their assets against LTC expenses. Also, learn how Securian is uniquely qualified to support your needs with different strategies and products.
With more than 21 years of experience in the insurance industry, a master’s degree in management and leadership, and Series 6, 63, 26 & 51 and many other designations, Craig is a great leader and asset to Senior Market Sales.
Bill Kauffman, CLU®, ChFC®, LLIF, LUTCF®
As Vice President, Financial Solutions, Bill Kauffman, CLU®, ChFC®, LLIF, LUTCF®, leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life insurance and long-term care insurance. Under Bill’s direction, SMS has added a number of value-added programs to help agents and advisors grow their business, including Total Social Security®, Income ArchiTech®, Client Stream, Sales Forum and the SMS 360 business planning process.
As a New Business Coordinator, Nick Allder, works to oversee the New Business processing for our Special Markets and Marketing & Sales Systems Support teams.
The SMS annuities team is hosting a series of four webinars over the summer to help you take your business to the next level. We’ll discuss Social Security planning, referrals, the Efficient Frontier illustration tool and also host a roundtable with some of our million-dollar producers. This is a series you won’t want to miss.
How To Get Medicare Supplement Referrals
Watch as Jack Calderon, Medicare Supplement marketer at Senior Market Sales®, details How To Get Medicare Supplement Referrals.
As First Vice President, Sequent Planning, Mike Chochon helps in deciding where to focus company resources going forward. The goal is to provide agents with the most flexible and complete product suite, so they can better serve their clients and grow their practice.
Joe developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits.
Bill Kauffman, CLU®, ChFC®, LLIF
As Vice President of Financial Solutions, Bill Kauffman, CLU©, ChFC©, LLIF leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life and long-term care.
As Chief Technology Officer for Senior Market Sales, Hershel Kleinberg is responsible for guiding the company's technology vision and solidifying the insurance marketer’s reputation as one of the industry’s leading technological innovators. Since joining Senior Market Sales in 1997, Mr. Kleinberg has overseen the development of a number of company’s powerful web-based tools and services never before seen in the insurance industry.
Long before he was Chairman Emeritus of Senior Market Sales®, one of the nation’s premier insurance marketing organizations, Milton Kleinberg started his insurance career in the 1960s as a field agent in Milwaukee, Wisconsin.