Showing results for: and products
Here are six questions life agents should ask about the market they're targeting, the solutions they're proposing, and their approach to building sales.
Look no further than your existing Medicare Supplement clients for the perfect “lead program” for identifying suitable candidates for wealth transfer products.
Learn how to take unwanted RMDs to fund a life insurance policy that will help offset the income taxes beneficiaries will owe when the IRA is transferred to them.
Baby Boomers will transfer more wealth than this country has ever seen. Much of it is accumulating in tax-deferred accounts like IRAs and 401(k)s.
Learn how to leverage unwanted RMDs to fund a life insurance policy and transfer an IRA as a charitable gift in order to eliminate income taxes on qualified money.
For agents working with a small marketing budget, the Internet is source of inexpensive opportunities to raise awareness about your services and build your brand.
Utilizing a Pension Maximization Strategy can offer your clients the best of both worlds.
IUL is similar to VUL in that the cash value of the product is linked to the stock market, but that’s where the similarities end.
SMS has listed 20 ideas to help you not only increase client retention, but also cross-sell and up-sell your current clients and generate more referrals.
Easily avoid out-of-pocket expenses by purchasing a Primary Coverage/No Deductible travel insurance plan.
Thirteen additional states were awarded federal grants to help them create private health insurance marketplaces.
In a recent study, two-thirds of advisors reported that clients are taking the lead and asking about annuities, rather than the advisor bringing up the idea.
The majority of travel insurance plans have specific per-item coverage limitations.
Developing a marketing plan will help you establish exactly who you are, who you are trying to reach and what you are trying to accomplish.
Senior Market Sales is proud to introduce an easy and compliant way to help your Medicare Advantage and Part D clients enroll online.