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Your Next-Level Medicare Business Technology Tools Upgrade
Increase Medicare production with technology available through Senior Market Sales® (SMS). These tools are effective in face-to-face, online and over-the-phone appointment settings. They’re available at no cost and designed to help you save time, eliminate mistakes and simplify your Medicare practice.
Senior Market Sales Offers Advisors New Turnkey System to Provide Tax-Saving Strategies in Retirement
Senior Market Sales® (SMS) today unveiled the CirrusView process, a turnkey, repeatable system to help insurance and retirement planning professionals acquire and serve high-level clients with advanced tax-saving strategies.
Why All the Buzz About Roth Conversions Now? Understand the Opportunity for Clients and Your Business
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.
Want a Lead-to-Appointment Conversion of 60 to 70%? Here Are 4 Secrets to Virtual Workshop Success
Eight months into the pandemic, the majority of White Glove educational workshops were 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.
How to Do a One-On-One Virtual Meeting With a Client
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.