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  • The State of the Fixed Indexed Annuity
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Don't Forget to Register Your October Seminars

Written on Tuesday, September 1, 2015

Remember that in order to stay compliant with the CMS Medicare Marketing Guidelines, all sales events must be properly registered with each carrier.

Mental Health and Travel Insurance

Written on Monday, August 17, 2015

Could you answer this client question: “My daughter entered rehab after I bought travel insurance. Will I be covered for the cost of canceling the trip?”

How to Avoid Retirement Traps

Written on Wednesday, August 12, 2015

Some of the most successful approaches to selling life insurance involve presenting an idea and showing how life insurance works within it, rather than just pushing the product alone.

How to Successfully Obtain Referrals

Written on Wednesday, August 5, 2015

In this sixth of eight webinars, we’ll show you how the Legacy Safeguard system can help you get more referrals.

How to Sell More IUL

Written on Wednesday, July 15, 2015

Do your clients have funds set aside that they can access easily? Is this money stored where exposure to loss is limited?

How to Successfully Overcome Objections to Final Expense

Written on Wednesday, July 1, 2015

In this fifth of eight webinars, we'll reveal the most common objections to final expense and teach you how to overcome them by addressing them before they ever come up.

Agents Learn and Share Ideas at Fourth Annual Sales Forum

Written on Wednesday, June 17, 2015

More than 100 agents and advisors from all the over the country were in Omaha for the fourth annual Sales Forum held June 10 – 12, 2015.

How to present an IUL solution with Insmark

Written on Tuesday, June 9, 2015

Now that you have the facts, what are the next steps? Learn how to request a proposal, prepare for the presentation interview and close the sale. Learn how Insmark is a secret weapon for closing more sales.

How to Estimate Final Expense, and the Three-Option Close

Written on Tuesday, June 2, 2015

In this fourth of eight webinars, we’ll show you how to help your clients better estimate their total funeral and family expenses, which leads to better coverage for the client and more income for you. We’ll also introduce the three-option close, where the client can choose enough coverage to cover a funeral, cover family expenses or cover both.

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.

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