Annuity Webinar Series

Annuity Webinar Series

The SMS annuities team is hosting a series of four webinars over the summer to help you take your business to the next level. We’ll discuss Social Security planning, referrals, the Efficient Frontier illustration tool and also host a roundtable with some of our million-dollar producers. This is a series you won’t want to miss.


Six Key Words to Use in Every Social Security Planning Meeting
April 29, 2015
Six Key Words to Use in Every Social Security Planning Meeting

SMS' Wendy Swanson discusses key strategies for Social Security presentations.

How to Position Indexed Annuities in Your Practice
June 10, 2015
How to Position Indexed Annuities in Your Practice

In this webinar, SMS’ Jon Summers showed how the top advisors in the industry are positioning indexed annuities within their practice.

Secrets of Million-Dollar Producers
August 21, 2015
Secrets of Million-Dollar Producers

Learn Habits, Ideas and Processes You Can Start Using Today to Build Your Business