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Maximize Every Client Conversation With Solutions Others Overlook.
Educational Webinar where advisors can uncover overlooked client needs through conversations about disability income protection, foreign resident...
The Retirement Income Backstop Explained for Financial Advisors
Educational webinar for insurance agents and financial professionals on using cash value life insurance as a potential retirement backstop. Features...
Understanding LifeVault: An Alternative Approach
Overview of LifeVault, a lending approach using in-force life insurance policies. Learn how it may support premium management and planning, subject...
Life Insurance Sales Strategies for Today's Advisors with Mutual of Omaha
Unlock financial success with SMS & Mutual of Omaha: estate planning, social security, innovative insurance strategies, and expert insights.
Uncovering Life Insurance Sales Opportunities Through Client Segmentation
What segments do your clients fall into? If you don't know, how can you effectively position life insurance? North American, a Sammons Financial...
Tax Burden to Tax-Free: Roth Conversions in the OBBB Era
The One Big Beautiful Bill Act (OBBBA) has passed. What does that mean for you as an insurance agent or financial professional?
Knowing the Underwriting Process Helps Advisors Assist Clients
Knowledge of the underwriting process can better determine which life products might be more suitable for clients.
Breaking Down Humana’s Major Part D Commissions and Enrollment Announcement
Mutual of Omaha Hospital Indemnity Training
SMS AEP Readiness and Change
SMS has everything you need for your most successful AEP year yet. Are you ready?
Pairing High-Deductible Plans With This Hospital Indemnity Creates Sales Opportunity
Combining hospital indemnities with high-deductible Medicare Supplement Plan G is a good way to avoid the current premium hike/commission reduction...
How the One Big Beautiful Bill Impacts Your Clients
The One Big Beautiful Bill Act (OBBBA) is now law, creating both challenges and opportunities for retirement and tax planning.
Are You Having the Cross-Selling Conversation?
Hospital indemnities with high-deductible Medicare Supplement or Medicare Advantage plans allow clients to get good coverage at competitive premiums...
Why Offer Life Insurance Solutions From Columbus Life
Sales come easier if you present clients with solutions that meet their needs.
The Secret to Sticky Clients: The Retirement Timeline
Attracting and converting prospects is tough enough, but client retention is getting even tougher by the minute.