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Inbound Marketing Checklist

Turn your website traffic into leads. Inbound marketing is a strategy in which you attract prospects to a website or landing page with useful or helpful content and convert them to leads. Here is a quick checklist to help you formulate your inbound marketing strategy,. 

Grow your LTC Business with SMS

We have developed this Long-Term Care Planning Kit as a road map for your LTC business. Download your free copy, here.

A2Oh! Rewards 2017

You already know the basic structure of A2Oh! Rewards — be an Authorized to Offer Level 2 agent,
earn points, get cash rewards. It’s an amazing opportunity from UnitedHealthcare Insurance Company
that allows you to grow your award potential as you reach for new levels of achievement — base, silver,
gold, and platinum.

John Haver, CLU®, ChFC®

As vice president of marketing and strategic development, John Haver, CLU®, ChFC®, assists in guiding strategic direction and in growing new distribution channels for Senior Market Sales, positioning the company as a true business partner with independent and career agents.

Will Howery

Will retired from the Air Force in 2012 and was looking for an opportunity to continue serving his community and satisfy his entrepreneurial spirit.

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.

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. 

Kelly Simonson

More than two decades of dedication to the insurance industry helped Kelly move from the mailroom of an agency to becoming an agent in the field.

Mark Cavalieri, LUTCF®, CWC

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).

2020 New Business Submission Cheat Sheet MA/MAPD/PDP

Please Note:

1. All agents must be certified and appointed to write business

2. 48 Hour submission clock begins when the agent signs and dates the application

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.