News & Updates

Keys to an Effective Policy Review

Conducting annual policy reviews with your clients is a great way to generate sales right out of your existing book of business.

Buy-Sell Agreements: Sales Opportunities for Any Market

Even in a tough economy, buy-sell arrangements present great sales opportunities with the small business market.

Safe Retirement on a Budget: An Indexed Universal Life Plan That Gets Results

Even if your clients can't afford a hefty premium now, theycan still build a robust cash value on thier IUL if they commit to growing premium payments over time.

Case Study: Solving Multiple Needs With Indexed Universal Life

In this case study, the clients wanted a product that could, if needed, provide a lump sum loan amount for future costs of education for a newborn child.

The Past, Present and Future of Medicare

Change in the Medicare market is almost certain, and agents who want to thrive selling to seniors must be prepared to learn and adapt when change comes.

Making the Switch from Medicare Advantage

Here are 5 questions and answers about the process of disenrolling from Medicare Advantage.

Indexed Annuities Outperform the Index

A recent article in Agent's Sales Journal showed how a fixed indexed annuity had outperformed the S&P over the last 10 years.

Exploring Medicare's Past, Present and Future

Who better to offer wisdom on the past, present and future of Medicare than the owner and CEO of SMS himself, Milton M. Kleinberg?

3 Questions to Consider When Selling a Guaranteed Death Benefit Plan

When determining which product best suits your clients who are looking for guaranteed death benefit coverage, consider these 3 questions.

SEC Study Calls for Uniform Fiduciary Standard

The SEC's long-awaited study on fiduciary standards calls for adoption of a uniform fiduciary standard of care for broker-dealers and investment advisors.

Travel Coverage Misconceptions

Many travelers are under the misconception that they don't need travel insurance and that their credit cards or medical insurance will cover them.

Preventing Policy Lapses in IULs

A main concern about using life insurance to show a tremendous potential tax-free income stream is the possibility of policy lapse causing an income tax event.

New Annexus Product Compliant With Florida S 2176

Annexus and Aviva have reacted quickly to FL S 2176, releasing two new products specifically for Florida that are compliant with the new law.

Growing Need for Dental Insurance Among Seniors

Lack of Medicare dental coverage, a growing senior population, and dental care-related medical concerns are increasing the demand for Senior Dental insurance.

Lead Nurturing Tips for Insurance Agents

What do you do when someone isn’t ready to buy right now?