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Income ArchiTech

The all-in-one tool you've wanted is here. See how it will make your life easier and your client plans better. 

SMS Insider December 06 2017

In this issue: AEP 2018 Success — What’s Next?; Introduction to Annuities; Don’t Forget Dental; The Postseason Game Plan; Santa’s Travel Secret

RSVP

Bruce Rasmussen is coming to Senior Market Sales to speak to advisors from Securities America. Senior Market Sales and Securities America are co-organizing the event and invited a select group of local advisors.  Bruce Rasmussen will speak about his experience as chair of the NCAA tournament committee, his experience as head coach of the women’s basketball team, and his leadership as athletic director helping Creighton transition from the MVC to the Big East.

SMS Notes November 21 2017

In this issue: Aetna Medicare Rx Select is #1 on Medicare Plan Finder; Discounted E&O Insurance; Discover VersaChoiceSM 10 From North American Company; Legacy Optimizer: Easy From Start to Finish

SMS Notes November 08 2017

In this issue: Get $5 Dental Leads; Provide Tax Clarity to Clients; Discover the Lifestyle Income Solution® From AIG; Leveraging Long-Term Care Awareness Month

SMS Insider November 01 2017

In this issue: Get an Advantage During AEP; Learn to provide tax clarity; Save time with e-Ticket for term life; Connect the dots to protect retirement income; SMS turns 35

Connecting the Dots to Protect Retirement

The need for extended care is too often an overlooked concern in retirement planning. Show clients how to connect this important "dot" to complete their plan. 

SMS Notes October 25 2017

In this issue: Quote Multiple Carriers Using Lead Advantage; Living Promise e-App Update; Build Your Annuity Business by Providing Tax Clarity

The Role of Email Marketing

Today’s seniors are online more than ever, and you want to reach more clients electronically. Email marketing makes sense. It doesn’t have to be complicated or labor intensive.

Case Study: Addressing Tough Rx Questions

Clients are sometimes faced with prescription drug questions and challenges that go beyond just considering a generic instead of a brand name. SMS has an in-house pharmacist that can help with challenging cases.

Six Tips for More AEP Success

Here are six tips to help you maximize your time, remain compliant and enjoy success during the Annual Election Period.

Mutual of Omaha Dental Highlight Sheet

This is a summary of the two Mutual of Omaha dental plans. 

Mutual of Omaha

Mutual of Omaha is expanding its senior health product line with two new dental insurance plans. Your clients can add dental insurance to their Medicare supplement plan, and complete their health care coverage with a name they already know.

Dental 2500: A Dental Plan Designed for Seniors

Offering dental insurance is a proven way to grow your businness. Learn about Dental 2500, a dental plan that is uniquely designed for seniors with a group network.