News & Updates


Showing results for: and wealth


Help Your Clients Make Better Pension Decisions

New BizBuilder guidebook from Annexus walks your clients through the decision process

Introducing Living Promise Whole Life Insurance With Legacy Safeguard

SMS is excited to introduce Living Promise with Legacy Safeguard, a powerful combination of whole life insurance product and turnkey marketing system.

Selling Life Insurance in a Low-Interest Rate Environment

With interest rates at their lowest since right after World War II, life insurance companies face a significant challenge in keeping their products competitive.

Medicare Answers: Medicare Supplement Guaranteed Issue & Medicaid Extra Help

This week's Medicare Answers has two questions, Medicare Supplement Guaranteed Issue and Medicaid Extra Help.

Questions You Should be Asking Your LTCi Prospects

If you find it difficult to talk to prospects about LTCi in this tough environment, here are questions you should consider asking on your next appointment.

Why Shouldn't You Care About Your Clients' Social Security?

We’d like to hear from advisors who think it makes sense to ignore their clients’ Social Security?

Aetna to Acquire Coventry in Massive $7.3 Billion Deal

After many of its competitors grew through acquisition, Aetna pulled off the biggest deal of all, agreeing to purchase Coventry Health Care for $7.3 billion.

NRRI Study: Delaying Social Security Improves Retirement Readiness

The Center for Retirement Research recently made updates to a report showing the National Retirement Risk Index (NRRI).

LTC Consumer Study Part 4: What Messages Resonate With Prospects?

To conclude this series, we will take a look at the top three messages that resonate with LTCi prospects.

Are Doctor House Calls Making a Comeback?

What if I told you that doctor house calls are making a comeback?

Medicare Answers: SEP for Client on Disability

This week’s question asks when a client who has been on disability and is now eligible for Medicare can enroll in a Medicare Advantage plan.

LTC Consumer Study Part 3: Key Influencers on LTC Purchase Decision

In Part 3 of our LTC consumer study we will take look at the key influencers that impacted their decision to purchase LTCi.

Medicare Beneficiaries Report Having Better Health Insurance Experiences

Compared to people with employer-sponsored insurance, people with Medicare report fewer problems with medical bills and with accessing care because of costs.

Change Is Inevitable, and So Is the Need for Long Term Care

Carriers are leaving the market; others have tightened underwriting, benefits and commissions. Are you ready?

Medicare Answers: Is Obamacare Raising the Part B Premium?

This week's question deals with rumors about changes to Medicare and Med Supp due to the Affordable Care Act, specifically dramatic increases to the Part B premium.