News & Updates


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The Versatility of Medicare Supplement

Med Supp has always been a great choice for retired seniors, and its appeal for agents as a versatile lead-in for cross-selling is growing stronger than ever.

The Rise of the Indexed Annuity

Why are indexed annuities experiencing such a surge in popularity? We believe it’s because offer three unique attributes clients can’t find anywhere else.

How to Increase Your Qualified Annuity Business

Find out how to intentionally target larger qualified money cases in your practice.

Compliance Corner: What Constitutes Investment Advice?

What exactly constitutes investment advice that requires registration?

5 Steps to Annuity Suitability

Over the last several years, many states have begun to specifically define what agents must consider when selling annuities — especially to seniors.

3 Questions to Determine Income Rider Suitability

Income riders are a popular feature on fixed indexed annuities. But they are not one-size-fits-all, suitable for anyone who wants to generate an income stream.

Keys to an Effective Policy Review

Conducting annual policy reviews with your clients is a great way to generate sales right out of your existing book of business.

Buy-Sell Agreements: Sales Opportunities for Any Market

Even in a tough economy, buy-sell arrangements present great sales opportunities with the small business market.

Safe Retirement on a Budget: An Indexed Universal Life Plan That Gets Results

Even if your clients can't afford a hefty premium now, theycan still build a robust cash value on thier IUL if they commit to growing premium payments over time.

Case Study: Solving Multiple Needs With Indexed Universal Life

In this case study, the clients wanted a product that could, if needed, provide a lump sum loan amount for future costs of education for a newborn child.

The Past, Present and Future of Medicare

Change in the Medicare market is almost certain, and agents who want to thrive selling to seniors must be prepared to learn and adapt when change comes.

Making the Switch from Medicare Advantage

Here are 5 questions and answers about the process of disenrolling from Medicare Advantage.

Indexed Annuities Outperform the Index

A recent article in Agent's Sales Journal showed how a fixed indexed annuity had outperformed the S&P over the last 10 years.

Exploring Medicare's Past, Present and Future

Who better to offer wisdom on the past, present and future of Medicare than the owner and CEO of SMS himself, Milton M. Kleinberg?