News & Updates
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Dental Sales Series 2021 - Medico
If you're not offering clients Dental, Vision and Hearing (DVH) coverage, it's time to ask yourself why.
Aetna Sales Contest Trip to Ireland
Your Dental, Vision and Hearing applications could earn you an 4-night stay for two at The Ashford Castle Hotel & Country Estate, brought to you by Careington International Corporation.
Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.
Mutual of Omaha Agent Incentive Trip
Celebrate in style with a trip to fabulous Las Vegas. You and your guest will live large in one of the world’s biggest hotels — MGM Grand Las Vegas.
Build momentum going into AEP and into 2022 with Mutual of Omaha. We look forward to seeing you in Las Vegas September 13-16, 2021.
States Embrace Best Interest Annuity Standard
InsuranceNewsNet - As 2020 progressed through the summer, many insurance regulators were concerned that best-interest annuity sales rules were not being adopted in many states.
In this issue: GoGoMeds: A New Way to Add Value and Build Client Loyalty; The Importance of Social Security Planning to Your Clients; Sales Forum Producer Panel; New Prospecting Pieces Available; A Solid Platform for Medicare Sales
A Solid Platform is Key to Medicare Insurance Sales Success
When it comes to the Medicare insurance industry, agents who have a strong platform are those most likely to see the greatest success. Coordinating and managing the various aspects of the job can be daunting, and the reason that some fail. Conversely, many who succeed are those who utilize the tools available to streamline their business for maximum productivity. This article looks at some of the valuable tools available to Medicare agents.
New DOL Fiduciary Rule Creating Regulatory Whiplash
ThinkAdvisor - The Labor Department is setting up “regulatory whiplash” and huge compliance costs by requiring retirement advisors to comply with a new fiduciary prohibited transaction exemption that it plans to eventually amend, attorneys at Eversheds Sutherland warn.
Foresters Benefits of Membership Brochure
Join the millions of Foresters members living their best life every day. Find out more at foresters.com.
Want Leads, Happy Clients, Referrals and Growth? Social Security Planning Has It All
The baby boom retirement wave is here, and that means hundreds of thousands of potential clients asking, “When should I file for Social Security?” If you aren’t helping answer this question, you’re missing out on one of the biggest opportunities to grow your business. With the right support and technology, incorporating Social Security planning into your existing practice can be simple and can produce both immediate and long-term, sustained growth.
Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.
What to Do About the Return of the DOL Rule
ThinkAdvisor - Much to the chagrin of the advisory community, the Department of Labor rule is back — in a new “prohibited transaction exemption.” Although the PTE became effective on Feb. 16, 2021, as discussed below, full compliance will not be required until Dec. 20, 2021.
DOL Issues Fiduciary Rule Guidance, Spells Out Compliance Requirements
Financial Advisor IQ - The Department of Labor issued yesterday guidance on fiduciary investment advice for retirement investors, employee benefit plans and investment advisors.
DOL Releases Fiduciary Rule Guidance
ThinkAdvisor - The guidance, released by Labor’s Employee Benefits Security Administration, relates to the department’s “Improving Investment Advice for Workers & Retirees” exemption and follows its Feb. 12 announcement that the Trump-era exemption would go into effect as scheduled on Feb. 16.
Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.