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PDF Enrollment

This enrollment method is compatible with both face-to-face and remote selling strategies.

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.

MA-PD Quote

Enter your client's prescription drugs into this tool to get the most accurate out-of-pocket cost estimate for each MA-PD or Part D plan.

Efficient Frontier Portfolio Calculator

This calculator takes complex forecasting scenarios and delivers simple, easy-to-digest examples to help clients understand their retirement income planning options.

Life Insurance Quotes (iPipeline)

Get life insurance quotes through the industry-standard iPipeline quoting tools.

Long-Term Care Quote (StrateCision)

The industry standard tool for quoting long-term care insurance.

Social Security Analysis (Total Social Security)

Total Social Security provides 100% of what you need to build Social Security planning into your practice, including the industry's leading software.

Mobile Social Security Calculator

Start the Social Security conversation anywhere. The mobile Social Security calculator lets you show anyone in seconds what's at stake when electing Social Security.

GoSMS Mobile Quoting Tools

Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.

Medicare Supplement QuickQuote

Get instant quotes for multiple plans from multiple carriers.

Annuity Rate Watch Database

Search for up-to-date rates and fees on more than one thousand annuities so you can compare and find the best products to meet your clients' needs.

MyAnnexus.com

Access one of the industry’s most comprehensive sources of sales materials, education and tools to help build your practice.

Online Videos
We have hundreds of videos online to help you get up to speed on all of our products, technology and other resources.

Use Email Marketing to Retain Your Business

Your clients are the most important part of your business. Without them, your business doesn't exist. In that sense, a current client is worth more than even the best prospect.