The What, When & How of the Impartial Conduct Standards
The What, When & How of the Impartial Conduct Standards
The time has come. Implementation of the DOL fiduciary rule's impartial conduct standards begins on June 9. Are you still confused about exactly what this means for your business? Watch as experts from SMS share answers to help you understand your options and to minimize exposure for your business.
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Webinar: Why Your Clients Don't Refer
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Webinar: Why Your Clients Don't Refer
Are you referable? Are your clients aware that you are taking on new clients? If you don't have solid answers to these questions, then you need to join Duncan MacPherson, CEO of Pareto Systems, for a webinar on June 27 at 2 p.m. CDT. You'll learn to position referrals as a value-added service and integrate the Introduction Process into each client meeting.
Use the “Saw-Tooth” Strategy to Cut RMDs for Clients
For clients concerned with capital preservation, the news of having to take a Required Minimum Distribution (RMD) can be troubling. Jon Summers describes a solution that protects client assets from market risk and provides the upside potential to help offset RMDs. This uses a unique crediting strategy to keep more money in the FIA. SMS can equip you to share this approach with clients.
Use the “Saw-Tooth” Pattern to Cut RMDs for Clients
Discover the “Saw-Tooth” Solution
Earn Up To $3,000 in Marketing Assistance
Learn About Level Up
Earn Up To $3,000 in Marketing Assistance
This year, the revamped Level Up Medicare Marketing Assistance Program will have you earning thousands of dollars and using next-level sales and marketing tools to find and win business. This program has been extended to be available during AEP, to help you with marketing assistance when you need it most.
Video: SMS e-Ticket for Term Life
With SMS e-Ticket, you can submit term life cases online in less than 10 minutes. There are no medical questionnaires, and it works with multiple carriers. It's easy to learn. Just watch a brief tutorial, and you can be using it to write more term policies.
Video: SMS e-ticket for Term Life
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