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Showing results for: and wealth


The LTC Planning Kit

The LTC Planning Kit is a road map for your LTC business. Learn how to establish a plan of care, overcome common objections and more.

Aetna

Founded in 1853, Aetna provides individuals, employers, health care professionals, producers and others with innovative benefits, products and services.

Humana 2020 Accessing AHIP and Transfering AHIP Scores

Humana 2020 Certification & Recertification Helpful Details 

This job aid will help agents access AHIP training from Humana MarketPoint University (HMU) to transfer AHIP scores to Humana for your certification or recertification training.

Secure Email Details

Get more information about protecting yourself and your clients with secure email solutions.

iPad Apps

Quote and submit business on the go with customized apps from multiple carriers.

Electronic Applications

Reduce incompletes and errors, increase your sales territory without increasing your gas bill and eliminate the cost of mailing and ordering supplies.

App by Email®

Facilitate paperless Medicare Supplement, Medicare Advantage and PDP enrollments with customized PDF forms emailed to consumers.

MA-PD Quote

Enter your client's prescription drugs into this tool to get the most accurate out-of-pocket cost estimate for each MA-PD or Part D plan.

Efficient Frontier Portfolio Calculator

This calculator takes complex forecasting scenarios and delivers simple, easy-to-digest examples to help clients understand their retirement income planning options.

Life Insurance Quotes (iPipeline)

Get life insurance quotes through the industry-standard iPipeline quoting tools.

Long-Term Care Quote (StrateCision)

The industry standard tool for quoting long-term care insurance.

Brian Bell

With 25 years of insurance industry experience and countless awards and certifications, Brian is a great source of knowledge for any agent looking to sell in the retirement arena. Brian got his start right out of college working as a field underwriter and sold life, health and annuity products for 12 years.