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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?

Agent Websites

Set up custom web solutions at a minimal cost. Sites are designed for insurance agents and financial advisors by web professionals who understand your business.1

Medicare BackOffice®

Just because you don't write Medicare, doesn't mean your clients don't need help with their health insurance in retirement. Partnering with Medicare BackOffice allows you to refer this business to a team of Medicare specialists who will help your client with their Medicare needs, leaving you to remain their go-to source for retirement advice and planning. 
Learn more

Prospect Lists

Mutual of Omaha offers affordable, accurate and compliant prospects lists for Medicare Supplement agents.

Dedicated Marketing Consultant

Your marketing consultant is like a business partner you don’t have to share profits with. They’ll help you with everything from product recommendations to polishing your sales presentation.
Meet our marketers

Online Forms Library

Our searchable forms library includes the ability to send pre-filled forms to your clients.
Login to MySMS to search iPipeline

Discounted E&O Insurance

Our group E&O program offers the lowest rates we've seen for non-captive agents. Protect your business with this value-added program from SMS. 5 Reasons to Get Your E&O Through SMS

 

Contracting Support

Our contracting team is here to support you in getting contracted and appointed with our carriers. Our online contracting solution means you don't have to deal with long paper contracts if you don't want to.
Easy online contracting