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Voice Signature

Clients without email or who are more comfortable on the phone can sign their applications with their voice.

Jared Baker, RICP®

With 15 years of industry experience and counting, Jared has the knowledge it takes to develop financial planning strategies that help advisors grow their business and proved well-rounded support for their clients.

Jack Calderon

Jack Calderon has experienced the insurance and financial services industry from just about every angle over the last 20 years.

NAIC Best Interest Insurance Producer Requirements Checklist

In February 2020, the NAIC approved revisions to its long-standing Suitability in Annuity Transaction Model Regulation (“Model Regulation”). The revised regulation aligns with the SEC’s Regulation Best Interest (“Reg BI”) and requires insurance producers and carriers to act in the best interest of the consumer without putting their financial interests ahead of the consumer’s when recommending an annuity product.

NAIC Best Interest Frequently Asked Questions (FAQ)s

The National Association of Insurance Commissioners (NAIC) developed this FAQ document as a way to address those questions that are likely to arise regarding Model #275. No provision of this FAQ document is intended to supersede the specific language of Model #275. It is not intended to expand the content of the model regulation, but is designed to provide interpretive guidance regarding certain aspects of its provisions.

Minimize Client Taxes and Grow Your Business With Turnkey CirrusView Process

The CirrusView process is a turnkey system that will help insurance and retirement planning professionals gain more wallet share, engage a higher net-worth prospect and grow target premium. It helps advisors easily provide clients a macro view of retirement and identify strategies to help them avoid unpleasant losses to taxes in the future.

Mutual of Omaha Mutual Sales Leaders

Qualification requirements for Mutual Sales Leaders 2017 trip to Ireland in 2018.

Paul Nelson

Paul can draw on his nearly 42 years of experience in the insurance business to help you improve your practice.

Anne Novak

Anne’s smarts and dedication earned her the high distinction of “Best of Class Service” at a Fortune 500 company, and she brings those same traits to Senior Market Sales.

Telephone and Video Solicitation

Athene guidelines for telephone & video solicitation

Angela Lewman

As the New Business Team Leader for Financial Solutions, Angela is responsible for overseeing all Annuity, LTC and Life Insurance business that is submitted to ensure that any delays to issuance will be avoided.

Agent Initiated Consumer Online Enrollment (AICOE®)

A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.