News & Updates


Showing results for: and wealth


SMS Notes June 12 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Insider June 05 2019

In this issue: Conducting Successful Lead-Generation Seminars; Participate in the 2019 AEP retail program; Learn how a classic annuity finds new success; Stop prospecting and start selling; Find out how to earn money with Travel Insurance Center®

SMS Notes May 22 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Renowned Economist Roger Ibbotson to Speak in Omaha, Nebraska, at Senior Market Sales Event

Official press release: Roger Ibbotson, an influential economist known for his groundbreaking work on the historical returns of the stock market, will speak on Tuesday, June 4, to insurance and financial planning professionals from across the country at the Senior Market Sales® (SMS) 2019 Sales Forum in Omaha, Nebraska.

SMS Notes May 08 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Building a Successful Marketing Campaign

Consistent lead generation can help make your business more successful. Well planned and consistent lead generation is the backbone of any great marketing plan. 

SMS Insider May 01 2019

In this issue: What is MACRA; Design better retirements with Income ArchiTech; Participate in Walmart's Retail Program; 2019 Sales Forum; Medicare agency for sale

SMS Notes April 24 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Notes April 10 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Importance of Consistent Marketing

In a world where it's becoming harder to get people's attention, do not underestimate the power of direct mail marketing. It continues to provide excellent return on investment for lead generation in the senior market. It can serve as the backbone of a multi-channel marketing plan.

SMS Insider April 03 2019

In this issue: The 2019 Sales Forum; The importance of consistent marketing; Finding success with multi-year guaranteed annuities (MYGAs); The Walmart Retail Program

Dan Faltin

As Chief Financial Officer, Dan, is responsible for managing the company’s finances, including managing financial risks and financial planning and reporting. He also assists with the company’s strategic initiatives by forecasting, doing cost/benefit analysis and in securing funding.

SMS Notes March 27 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Aetna 2020 Incentive Trip

We’re excited to take our next broker incentive trip to San Francisco, where top producers will experience magical moments beyond the Golden Gateway.

SMS Notes March 13 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.