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The Differences Between the Two National Guardian Life Trusts

Written on Friday, September 4, 2015

In this seventh of eight webinars, we'll explain the difference between funeral trusts and estate trusts. You'll learn why you don't need to be an attorney to offer a trust. We'll also give you tips on how to explain to your prospects why they need a trust for asset protection.

SMS Joins Forces With Broadridge Advisor Solutions

Written on Thursday, September 3, 2015

SMS has partnered with Broadridge Advisor Solutions, the leading provider of sales, education and client communications services.

Save Time and Money With Internet Leads in Lead Advantage

Written on Wednesday, September 2, 2015

 Lead Advantage, our all-in-one sales management tool, adds a one-stop shop for Internet leads, enhancing its status as an industry-leading lead-to-sale system.

Why Do Life Business With SMS? Save Six Days!

Written on Wednesday, September 2, 2015

Submitting life apps through SMS can save you six business days. 

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.

How Snowbirds Use Travel Insurance

Written on Tuesday, September 1, 2015

If you know anyone who travels south for the winter, you might have an opportunity to help them with travel insurance.

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?

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