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Mark is a 30-year veteran of the insurance and financial services industry. He started his career as life agent and eventually over 14 years became a financial advisor obtaining his Series 6, 7, 26, 63 and 65 licenses as well as the Life Underwriter Training Council Fellow (LUTCF®) designation. He also has the Certified Wholesaling Consultant designation (CWC).
Addressing Retirement Risks With Your Clients
Addressing Retirement Risks With Your Clients. Longevity, inflation, market volatility and
health care are four major challenges that many people will need to deal with during their retirement.
Help Clients Avoid the Retirement Tax Trap
Help clients avoid the retirement trap. The complex interaction of various tax rules often lurks below the surface and goes unnoticed.
Design Smart Social Security Decisions
Design Smart Social Security Decisions. Many retirees fail to maximize the full potential of what Social Security can do for them.
Long-term Care expert Tony Stratidis talks about the advantages of Asset-Based LTC insurance.
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.
Simplifying the LTC Conversation
Long-term Care expert Tony Stratidis talks about how he approaches the LTC conversation with clients.
Long-term Care expert Tony Stratidis talks about the four key decisions people have to make when choosing LTC insurance.
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 Use the Cash Benefit to Present LTCi
Helping clients understand the need for long-term care insurance is one of the biggest challenges agents face. SMS has teamed with Mutual of Omaha on an eight-part series, giving you sales ideas to help you present LTCi to your clients.
Helping clients understand the need for long-term care insurance is one of the biggest challenges agents face. SMS has teamed with Mutual of Omaha on an eight-part series, giving you sales ideas to help you present LTCi to your clients.
Maximize the AEP With Hospital Indemnity
Watch this video, co-hosted with Medico® Insurance Company, to learn how Hospital Indemnity Insurance can help you earn more this AEP.
The New Foundation of Retirement Planning
This white paper examines how demand for help with social insurance presents risks and opportunities for professionals who help Americans plan for retirement.
Mutual of Omaha Offers Dental Policies
The brand your Medicare Supplement clients know now offers dental coverage. Mutual of Omaha has two new dental policy offerings, just in time for you to sell during AEP.
MA & MAPD QuickQuoting with Drug Look-Up Search