Showing results for: and tools
A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.
Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.
Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?
Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions
Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings
Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.
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.
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?
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?"
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?