Showing results for: and tools
Are your retirement income conversations truly resonating with prospects?
Did you know 57% of clients now expect Social Security advice from their financial planner?
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!
Are low rates and a sluggish market hindering your annuity sales?
Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?
Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.
Lead Advantage Pro® is our exclusive all-in-one sales management tool. Receive and manage leads, run quotes, submit online enrollments and access multiple carrier portals all in one place.
Clients without email or who are more comfortable on the phone can sign their applications with their voice.
A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.
Join us for The SMS Technology Tour to learn about online quoting, enrollment and contact management tools that will help you leverage time, make more money and put your business in a position of distinction.
Learn how to facilitate online Medicare Advantage and Part D enrollments using Agent Initiated Consumer Online Enrollment. This technology is proprietary to Senior Market Sales and only available in Lead Advantage Pro.
Reduce incompletes and errors, increase your sales territory without increasing your gas bill and eliminate the cost of mailing and ordering supplies.
Facilitate paperless Medicare Supplement, Medicare Advantage and PDP enrollments with customized PDF forms emailed to consumers.
Get more information about protecting yourself and your clients with secure email solutions.