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LTC Case Development Worksheet

LTC Case Development Worksheet including a Health Conditions and Medications explanation and Medical Screening Questionnaire.

SMS Notes June 14 2017

In this issue: Return of the Walmart Retail Program; Get prepared for AEP 2018; Learn why clients don’t refer; New term rates from United of Omaha

SMS Insider June 07 2017

In this issue: Understanding the DOL Impartial Conduct Standards; Why clients don’t refer; Using the saw-tooth strategy to cut RMDs; Level Up for marketing assistance; Using e-Ticket for term life policies.

SMS Notes May 24 2017

In this issue: It’s Time to Level Up; Why don’t your clients refer?; Mitigating financial risk with life insurance; 2017 Sales Forum sold out

Humana Certification Training Schedule

Do you need training for Medicare certification? Humana has updated the list of 2017 face-to-face training classes through June 30, 2017. See the schedule. 

SMS Notes May 10 2017

In this issue: Get Marketing Assistance with the Level Up Program; Sell Ameritas dental on the radio; Be ready for the Impartial Conducts Standards; Discover the power of uncapped IUL.

Ameritas Life Dental Product Spanish Brochures

Ameritas Life Dental Product Spanish Brochures

Find A Local Medigap Agent

Consumers are looking for local professionals to help them make important decisions about their Medicare options. If you are listed, they can be turning to you. 

SMS Insider May 03 2017

In this issue: 2017 Sales Forum Filling Fast; Positioning IUL solutions; The DOL and LTC; Get better leads; Be Ready for the Impartial Conduct Standards

Using the "Saw-Tooth" Strategy to Cut RMDs for Clients

Certain fixed indexed annuity solutions can offer a crediting strategy that cuts RMDs. Introduce the saw-tooth strategy to clients and help them keep more funds in qualified accounts.

Fiduciary Responsibility and LTC Solutions

At SMS we have a dedicated LTC planning team that looks at each case independently to develop the right solution based on the client’s objectives.

The Kind of Clients Who Love IUL

An indexed universal life (IUL) policy offers clients upside potential, guards against downside risk and provides tax benefits.

GPM custom e-App process

In this video you will learn using the GPM custom e-App process

SMS Notes April 26 2017

In this issue: Answering Your Questions About the Impartial Conduct Standard; Grow With Plan G from AARP Medicare Supplement; Demystifying living benefits; Turnkey LTC program