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Save time and eliminate errors with this online solution that allows you to manage all your contracts in one place.
Get more information about protecting yourself and your clients with secure email solutions.
With our forms database, you can find any form, marketing brochure or other document you need from a variety of carriers to help you market, sell and process faster.
Cyber Insurance Liability Protection
Protect your business with cyber insurance available through Senior Market Sales® (SMS)
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.
Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.
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.
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.
Medicare Supplement QuickQuote
Get instant quotes for multiple plans from multiple carriers.
Access one of the industry’s most comprehensive sources of sales materials, education and tools to help build your practice.
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