Don't Miss Out! 2017 SMS Sales Forum Filling Fast
Don't Miss Out! 2017 SMS Sales Forum Filling Fast
Invitations are flying out the door for the sixth annual SMS Sales Forum. This year, the event offers even more breakout sessions, sales ideas and networking events. You won't want to miss this year's keynote speaker, Marci Fried, Professional Business Advisor and Speaker, Pareto Systems. Join us June 12 through 15 in Omaha, Nebraska. Attendance and lodging are free for agents who meet production requirements.
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The Kind of Clients Who Love IUL
Learn About IUL
The Kind of Clients Who Love IUL
Indexed Universal Life (IUL) policies are among the most popular in the industry. In her latest blog post, SMS Life team leader Jill Davis explains what makes this strategy so appealing and helps identify the best clients to offer IUL solutions to. Hint: think big.
The DOL and LTC
The issues involved in the Department of Labor Fiduciary Rule are not exclusive to tax-qualified vehicles. Skip Liddell, CLTC and National Sales Director at SMS, explains how fiduciary responsibility applies to long-term care planning. Acting in a client's best interest means developing the right solutions for their needs. This includes LTC.
The DOL and LTC
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Get Quality Leads With the Lead Store
Get Leads
Get Quality Leads With the Lead Store
Great salespeople shouldn't settle for weak leads. Save time and money with high-quality leads from the Lead Store inside Lead Advantage®, the exclusive SMS sales management system. Four levels of scrubbing make these leads worth it. You can get leads from multiple vendors and multiple product lines all in one place. The leads are better when you shop in the Lead Store.
Be Ready for the Impartial Conduct Standards
Retirement advisors will be working within the “Impartial Conduct Standards” beginning on June 9, 2017. Join us May 18, at 2:30 CDT for a webinar with information on the Impartial Conduct Standards, how this change applies to your business and the process for submitting business in a fiduciary environment.
Be Ready for the Impartial Conduct Standards
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