News & Updates


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Medicare Advantage Enrollment Period Dos and Don'ts

A helpful reminder of what you can and can’t do during each election period.

Middle-Income Americans Want and Appreciate Help With Financial Planning

According to a recent study, 51% of pre-retirees and retirees had not been contacted by any kind of retirement professional in the last year.

Be the Calm Within the Storm

Responding proactively to a crisis will calm client fears and reinforce your value as an advisor. Learn how to build your crisis communications plan.

Humana Announces Agreement to Acquire Arcadian

Humana Inc. announced that it has signed an agreement to acquire Arcadian Services, a Medicare Advantage HMO with approximately 64,000 members in 15 states.

New Annuity Illustration Tool: Total Benefits of Ownership

Recent enhancements have strengthened the Income Advantage Calculator as a powerful point-of-sale presentation piece.

Market Uncertainty Reinforces Fixed Annuity Sales

People who still haven’t recovered from a 30% or 40% loss in 2008 just watched their portfolios suffer another double-digit loss.

Laddering Annuities to Create an Income Stream

One well-known strategy for creating a steady income stream is annuity laddering or buckets.

Why Sequence Risk Matters in Retirement

Your clients may not realize that how much they lose during a market downturn may not be nearly as important as when the loss occurs.

AARP Social Security Calculator a "Step in the Right Direction"

Last week, AARP launched a new Social Security calculator designed to help people estimate their Social Security benefits and determine the best time to claim.

Introducing "Real Life" Sales Concept Kits for Life Insurance

SMS has partnered with North American to introduce sales concept kits designed to help life insurance agents.

Introducing Children's Whole Life Insurance From Mutual of Omaha

A new product with low premiums and low policy fees has joined Mutual of Omaha's life portfolio -- Children's Whole Life.

GAO Retirement Income Report Makes Case for Annuities

Another official government report supports the use of annuities as a hedge against longevity and market volatility.

LIMRA: Universal Life Sales Up 14% in First Quarter 2011

First quarter Universal Life (UL) insurance sales rose 14% from the same period a year ago, according to LIMRA.

Mutual of Omaha Accidental Death Insurance

Unintentional injuries are the fifth leading cause of death in the United States. Now your clients can protect their families for as little as $0.83 a day.

New CMS Marketing Guidelines Regarding Non-Licensed Agents

CMS published new guidelines regarding termination and reporting of agents who are not appropriately licensed to sell Medicare Advantage and Part D plans.