Showing results for: and sales
Converting money from a traditional retirement account to a Roth account is not a new strategy to help clients with retirement planning, but it’s experiencing a renewed sense of urgency. Here's why and what this opportunity means to insurance and retirement planning professionals.
Increase sales while helping an underserved population by attending a two-hour Dual Eligible Special Needs (D-SNP) and Veterans Training Bootcamp webinar, presented by Humana.
Eight months into the pandemic, the majority of White Glove educational workshops are conducted virtually – and with many advisors reporting the same or greater success as in-person events. This industry leader and Senior Market Sales partner shares four secrets to virtual workshop success.
Because of current world circumstances, meeting with your clients face-to-face can be hard. With these virtual meeting tools, you are able to establish a face-to-face connection that will be easy for your client to join in on. Most of these tools have the ability to share videos, screens and documents, in real-time.
Driven by service and technology, Senior Market Sales® experienced record-breaking success in 2018, with significant increases in virtually all lines of business.
Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets.
As the abundance of information and advances in technology empower consumers to confidently manage their own financial investments, returns-focused financial professionals must shift to a more relationship-focused practice.
Breakthrough technology that automatically loads your clients' drug lists for them.
If you’re thinking about using social media, you probably have questions about how to start. A social media strategist at SMS provided some answers to the questions they’re most frequently asked by agents.
Taking a few extra minutes to ask a few more questions at every appointment can lead to big results and help your clients enhance their legacy.
Being first to contact an Internet lead will dramatically increase the chances of a conversion.
This year’s Annual Election Period is kicking off, marking the busiest and most important time in our profession. Every year is a little bit different, and 2016’s AEP has a few important factors for consumers to consider.
The popular, information-packed Sales Forum comes to you this summer in a series of virtual live webinars.
See how a concussion in Cyprus left one couple relieved to have travel insurance and how you can offer clients travel protection for easy commissions.
You've taken the time to create a specific LTC solution for your client and gone through the sales process, but then receive a decline notice. Now what?