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Income ArchiTech Planning Tool Press Release

Senior Market Sales Releases Income ArchiTech Planning Tool for Financial Advisors, Insurance Agents and Registered Reps 
Technology Features Real-Time Stress Tests, Seamlessly Integrates Tax-Efficient Income Distribution, Social Security Planning and More 

12 Reasons To Sell Mutual of Omaha

Are you taking advantage of all of the great plans, rates, incentives and programs Mutual of Omaha offers? Here are 12 reasons why it’s good to sell Mutual of Omaha Medicare supplement plans to clients.

Department Of Labor Fiduciary Rule Update: Best Interest Standard Delay

The Office of Management and Budget (OMB) and the Department of Labor (DOL) have agreed to delay the Best Interest Standard until July 1, 2019. What does this mean for advisors?

The Postseason Game Plan - A Medicare Agents Guide To Selling Final Expense to Maximize Your Medicare Business

Want to use the AEP postseason “down time” to your advantage? Join us to learn how to help your existing clients with additional needs like final expense insurance. It's all possible with a turn-key marketing system from Legacy Safeguard that provides customizable letters, mailing and more.

How to Improve Your Customers' Experience:  Implement a Structured Planning Process 

No matter the industry, everyone’s talking about the importance of the customer experience. But the insurance and financial planning industries especially need to pay attention, according to several trade publications reporting on critical trends in the new year.

SMS Notes January 10 2018

In this issue: The Big Reveal in 1 week. Don't miss it; Mutual of Omaha e-App Can Make Your Business Better; Get the 1-2 Punch of Med Supp and Dental; Discover the Postseason Game Plan

SMS Insider January 03 2018

In this issue: SMS Live Broadcast: The Big Reveal; A Record-Breaking AEP; Video: Selling Final Expense; Become Part of the Client’s Journey

Aetna Sales Contest Trip to Palm Springs, CA in 2019

Here’s your chance to experience Hollywood’s playground, Palm Springs, California… Aetna-style! Since the 1920s, Palm Springs has been Hollywood’s ultimate desert playground for celebrities to escape the pressures of showbiz and enjoy an oasis of outdoor adventures.

Trends From a Record-Breaking 2017 AEP

Another Annual Enrollment Period (AEP) is complete. This year's record-breaking activity revealed insights about the direction of senior health marketplace, with lessons that can help your business grow.

SMS Notes December 13 2017

In this issue: Dental from Mutual of Omaha Now in 29 States; Higher Rates From Athene; Get the Postseason Game Plan

Income ArchiTech

The all-in-one tool you've wanted is here. See how it will make your life easier and your client plans better. 

SMS Insider December 06 2017

In this issue: AEP 2018 Success — What’s Next?; Introduction to Annuities; Don’t Forget Dental; The Postseason Game Plan; Santa’s Travel Secret

SMS Notes November 21 2017

In this issue: Aetna Medicare Rx Select is #1 on Medicare Plan Finder; Discounted E&O Insurance; Discover VersaChoiceSM 10 From North American Company; Legacy Optimizer: Easy From Start to Finish

SMS Notes November 08 2017

In this issue: Get $5 Dental Leads; Provide Tax Clarity to Clients; Discover the Lifestyle Income Solution® From AIG; Leveraging Long-Term Care Awareness Month