Showing results for: and wealth
Gain Exclusive Access to Clients With Trillions of Dollars in Rollover Market
Hundreds of thousands of educators are underserved with their 403(b) retirement accounts, and many of the insurance and retirement planning professionals who could help cannot even reach them. But Monument Benefits, a revolutionary Senior Market Sales® (SMS) program, removes the barriers, giving you access to this trillion-dollar rollover market.
In this issue: SMS Services You Might Not Know About: Medicare BackOffice®; Pharmacy Network and Quick-Links Feature Upgrade Now in Lead Advantage Pro; Acquire and Serve High-Level Clients With Tax-Saving Strategies; SMS Creates First-of-Its-Kind Lead Acquisition Platform; It’s Easy to Increase Production by Selling Travel Insurance
Senior Market Sales Creates First-of-Its-Kind Lead Acquisition Platform
Senior Market Sales® (SMS) has developed and released Client Stream® Lead Exchange, a revolutionary lead acquisition platform. With Client Stream Lead Exchange, participating agents are given the freedom to choose their price point, the type of leads they want and when they want to receive them.
In this issue: Discover a Revolutionary Lead Platform; Make Clients’ Tax Refunds Work Better for Them; Local Agents Advertise Value Through In-Person Workshops; New Enhancements in Lead Advantage Pro®; SMS Featured on the Grow Omaha Radio Show
Local Agents Advertise Value Through In-Person Workshops
As a local insurance agent specializing in Medicare, how can you capitalize on your local status? How can you demonstrate to prospects that your knowledge and in-person accessibility equates to a better experience than what one might find with national call centers? Senior Market Sales® (SMS) offers a viable solution.
The 5-P Formula: Maximizing Your Business Results From Virtual Workshops With Frank Maselli
Virtual communication is here to stay. The advisors who conquer this new realm of client and prospect interaction will see success beyond imagining from three generations of clients who desperately need our help. Mastering the 5P Formula will give you a major advantage and increase the business success of your events.
Expand Market Opportunity With Technology Suited for 5-Star Plans
During these changing times, it can be a challenge to grow your Medicare clientele. While the competition is fierce, opportunity abounds with the proliferation of five-star plans.
Grow Omaha Radio Show Features John Haver, Senior VP of Senior Market Sales
John Haver, Senior VP of Senior Market Sales, and the hosts of Grow Omaha Radio Show, talk about the company's history, culture, and future.
AIG Annuities - Compliance Bulletin
The full compliance date for the new Department of Labor (DOL) fiduciary guidance is February 1, 2022. Beginning on that date, sales, rollovers, transfers, and allocation recommendations involving an ERISA plan and/or an IRA, which are now considered fiduciary advice, become subject to the full set of requirements under applicable DOL guidance.
Your Next-Level Medicare Business Technology Tools Upgrade
Increase Medicare production with technology available through Senior Market Sales® (SMS). These tools are effective in face-to-face, online and over-the-phone appointment settings. They’re available at no cost and designed to help you save time, eliminate mistakes and simplify your Medicare practice.
American National DOL Fiduciary Rule Update
As previously communicated, the Department of Labor (“DOL”) has issued restrictive policies on the sale of certain products involving funds from a qualified plan.
American National Department of Labor (DOL) Fiduciary Rule and Impartial Conduct Standards
Beginning February 16, 2021, the provisions of the DOL’s new Fiduciary Rule became effective, including the expanded definition of fiduciary and Impartial Conduct Standards under new and amended prohibited transaction exemptions.
North American - Your Potential Fiduciary Obligations
In late 2020, the Department of Labor (DOL) under the Trump Administration created new rulemaking which likely impacts those advising and selling in the qualified marketplace.
North American - PTE 84-24 Disclosure and Acknowledgment Form for Qualified Annuity Purchase
This Disclosure and Acknowledgment Form (“Form”) provides important information you should know before making a purchase of, and potential additional payment(s) to, an Annuity Contract issued by the Company (“Insurance Company”).
North American - Kevin Mechtley DOL Update
Kevin Mechtley delivers a DOL update via video.