News & Updates


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Gathering More Assets with Next Generation Income Solutions

Are your retirement income conversations truly resonating with prospects?

Building Social Security Planning into Your Practice

Did you know 57% of clients now expect Social Security advice from their financial planner?

Elevate Your Practice with Social Security Timing

Hear from real advisors about how they use Social Security Timing™ to help their clients maximize Social Security and at the same time open the door to annuity sales as part of an overall retirement plan!

Generating Sales in a Low-Rate Environment

Are low rates and a sluggish market hindering your annuity sales?

The What, When & How of the Impending Impartial Conduct Standard

Are you confused or concerned about the upcoming impartial conduct standards? In this webinar, SMS experts share answers to help you understand your options and minimize exposure for your business.

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.

Annuity Webinar Series

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.

Athene Ascent Pro - Highest Guaranteed Income

Have you seen the most exciting new FIA product on the market today? Athene Ascent Pro offers guaranteed and stacked income, increasing income and dynamic new indexed crediting strategies.

Mutually Invested Underwriting in Long-Term Care

Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.

Webinar: Washington's $3.5 Trillion Spending Bill – and Its Impact to Your Clients

Congressional Democrats have unveiled a $3.5 trillion budget plan, which contains significant changes to IRAs, 401(k)s, and Roth accounts.

Webinar: Go Paperless for Greater Efficiency

Save time, eliminate errors and keep your business churning with paperless applications and other technology when you can’t meet with clients face-to-face.

Webinar: Protecting Clients' Retirement With Annuities

Use annuities to mitigate risk, capture the upside in real time and never go backward.