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Agent Initiated Consumer Online Enrollment (AICOE®)

A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.

GoSMS Mobile Quoting Tools

Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.

Easing the Pain of Paperwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

Why Advisors are Critical to Social Security Decision - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions

Transitioning from Social Security to Income Planning - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings

12-4-2 Principle

Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.

How To Create Your Own Marketing Machine

What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.

5 Things You Need to Know before offering Social Security Planning

Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?

Indexed Products: A Lifetime Stream of Inflation Adjusted Income

Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"

Social Security Planning - Is It Worth Your Time?

Are you helping your clients plan when it comes to their Social Security?

Gathering More Assets with Next Generation Income Solutions

Are your retirement income conversations truly resonating with prospects?

Building Social Security Planning into Your Practice

Did you know 57% of clients now expect Social Security advice from their financial planner?

Elevate Your Practice with Social Security Timing

Hear from real advisors about how they use Social Security Timing™ to help their clients maximize Social Security and at the same time open the door to annuity sales as part of an overall retirement plan!

Generating Sales in a Low-Rate Environment

Are low rates and a sluggish market hindering your annuity sales?

New to Medicare - Why Sell Medicare?

Essential Knowledge and Tools for New Agents