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Email/Letter on Safe Money Planning
Send this to clients to invite them to discuss their concerns about the market fallout from the coronavirus pandemic, as well as safe money solutions that could address those concerns.
With this list of virtual tools, you’ll be able to conduct workshops virtually through a webinar platform.
Coronavirus Aid, Relief and Economic Security Act – CARES Act
The Unites States Federal Government passed the Coronavirus Aid, Relief and Economic Security Act, or the CARES Act. This package will provide economic relief.
In this issue: When You Can’t Meet Face-to-Face With Clients; Continuing to Serve You Through the Coronavirus Crisis; Conducting Business in a Socially Distanced World; Protect Your Business With Cyber Liability Insurance; Gain Sales Through Medicare Expertise
Changes for PDP and e-App Over the Phone Enrollments
For the health and safety of you and your clients Mutual of Omaha highly recommends that everyone practice social distancing. The ability to conduct business via electronic application is one way to adhere to this practice.
Senior Market Sales Service Update
Senior Market Sales® (SMS) wants to assure all of our producers and carrier partners that although we may be operating differently, we are committed to the same service standards to which you have been accustomed.
Helping Clients Through the Coronavirus and Market Chaos
Despite all the uncertainties surrounding the coronavirus and its impact on the global economy, one thing is crystal clear: now is the time to demonstrate to clients your value as an insurance and financial planning professional.
In this issue: Stretch Your Clients' Tax Refunds; The New to Medicare Tutorial Series; FireLight: An Annuity Electronic Application Tool; Turn More Leads Into Clients; Senior Market Sales Combines Technology and Superior Support
New To Medicare Tutorial Series
With baby boomers entering Medicare eligibility, the demand for experts in this field has increased. That’s why Senior Market Sales® (SMS) developed the exclusive New to Medicare tutorial series. With knowledge gained through these tutorials, agents can enter the lucrative Medicare markets with confidence, knowledge and viable client solutions.
FireLight’s e-App process, engineered with SMS agents in mind, is designed to simplify your work and save you valuable time. With this tool, you’ll avoid the hassles and cost of doing business with paper applications. It’s easy to use and gives you one place to submit all your annuity business, thus eliminating the need to navigate different carrier websites.
How to Sell Life Insurance in the Era of Crowdfunding
At a time when anyone can easily set up a web page to help a family facing unexpected financial needs such as a funeral, crowdfunding is serving as an alternative to life insurance. Learn why this isn’t the best option for clients and how to counter today’s crowdfunding mentality.
In this issue: How to Sell Life Insurance in the Era of Crowdfunding; Understanding D-SNPs; Open the Client Floodgates With Workshops and Technology; Gain Dental Sales and Clients; Get Paid for Helping Clients Help Themselves
The SECURE Act: Are You Ready?
On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.
3 Reasons to Conduct Educational Workshops
Check out three reasons insurance and financial planning professionals should embrace educational workshops and how Senior Market Sales can help.
Keys to an Effective Policy Review
Keys to an Effective Policy Review