News & Updates


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The What, When & How of the Impending Impartial Conduct Standard

Are you confused or concerned about the upcoming impartial conduct standards? In this webinar, SMS experts share answers to help you understand your options and minimize exposure for your business.

Reports, Guides & White Papers

Browse our extensive library of special reports, white papers and guides, created by Senior Insurance experts. Topics range from Medicare, Annuities, Health and Life insurance products. Learn how to market and grow your business.

Case Management

Our case managers do the legwork once the app is submitted, making sure monies get transferred and you get paid.

Indexed Products: A Lifetime Stream of Inflation Adjusted Income

Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"

Online Contracting

Save time and eliminate errors with this online solution that allows you to manage all your contracts in one place. 

10 Powerful Tips to Success with Mutual of Omaha

Are you new to Mutual of Omaha or feel like you’re not taking full advantage of everything this A+ rated carrier offers? Watch this video to learn 10 powerful tips to success with Mutual of Omaha.

Foresters Financial

Foresters Financial is not a traditional life insurance carrier, driven by demands of investors. Instead, Foresters is a membership-based fraternal benefit organization.

12-4-2 Principle

Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.

5 Things You Need to Know before offering Social Security Planning

Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?

Building Social Security Planning into Your Practice

Did you know 57% of clients now expect Social Security advice from their financial planner?

Gathering More Assets with Next Generation Income Solutions

Are your retirement income conversations truly resonating with prospects?

Darrel Harris

Darrel started his insurance career seven years ago. He worked in the field for two years, and then became a captive agent selling dental, life and Medicare Supplement insurance plans. 

Postseason Game Plan

Now that you’ve served your clients with their Medicare plans, follow up on another major need and help them leave a lasting legacy. Get your copy of the Postseason Game Plan.