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Cracking the Referral Code

Written on Thursday, May 21, 2015

SMS’ Cory Adamson, LUTCF, reveals field-tested and proven strategies for gathering more and higher quality referrals than you ever have before.

Why and How to Sell IUL

Written on Friday, May 8, 2015

Now that you know what IUL is, why and how should you sell it? Todd covers the problems IUL solves, saving options, income tax considerations, prospecting techniques, the initial client meeting and fact-finding.

National Guardian Life’s One-Question Close

Written on Friday, May 1, 2015

In this third of eight webinars, SMS’ Todd Davis and Integrity Marketing’s Allen Pauley cover the one question you need to ask to sell more final expense to your prospects and how National Guardian Life’s products answer that question.

2015 Annuity Webinar Series

Written on Monday, April 13, 2015

Are you frustrated with figuring out how to incorporate Social Security planning into your presentation? Are you disappointed after every Social Security presentation, thinking there must be an easier way?

Legacy Safeguard: What It Is and Why You Need It

Written on Wednesday, April 1, 2015

In this second of eight webinars on the Legacy Safeguard marketing program, SMS’ Todd Davis and Integrity Marketing’s Allen Pauley discuss membership benefits, how to use the program as a door opener and to obtain more referrals, and how it differentiates you from other agents.

IUL Basic Training Webinar Series

Written on Monday, March 23, 2015

Have you wondered why Indexed Universal Life (IUL) insurance is so popular? Or exactly what it is and how it can benefit your clients?

What Is Indexed Universal Life?

Written on Tuesday, February 24, 2015

In this first of six webinars, we'll discuss how IUL differs from current assumption universal life, how an IUL policy is built, how the client can get market-linked returns without being in the market, the No. 1 misconception about IUL and more.

Legacy Safeguard Training Guides & Materials

Written on Tuesday, February 24, 2015

In this first of eight webinars, SMS’ Todd Davis and Allen Pauley of Integrity Marketing discussed the Legacy Safeguard Sales Training Guides, which cover marketing, selling and getting referrals. They also showed client resources, including brochures, worksheets, referral forms and presentation DVDs.

Final Expense Training Webinar Series

Written on Wednesday, February 4, 2015

Join SMS’ Todd Davis and Allen Pauley of Integrity Marketing for a series of webinars that give you the tools you need to grow your business. Each webinar will go in-depth on a topic related to the Legacy Safeguard program to give you the edge you need to make more final expense sales.

E&O Insurance Starting at $30 a Month!

Written on Wednesday, August 27, 2014

Did you know you can now get your E&O insurance through SMS starting as low as $30 a month? These are the best rates we've seen in the industry. Online enrollment available.

Get the new, lower rates for E&O with SMS.

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