Helping You Cultivate and Shape Your Practice Into the Sustainable Business Model of the Future
Today’s client demands convenient, concierge-like treatment, and the new fiduciary rule requires detailed documentation and attention to clients’ best interests. To be successful and sustainable, the retirement planning practice of the future must carefully cultivate clients and expertly fine-tune its process. Attend this half-day session to learn how to articulate your value, create referral-generating advocates, and refine your existing business model to a sustainable and scalable model that complies with the fiduciary rule. See how the right foundation, techniques and tools will promote new, exciting areas of growth for years to come.
What is the new foundation?
Switching from a salesmanship mentality to stewardship lays the foundation for lasting and meaningful relationships in which your clients become your best advocates, generating referrals organically.
You’ll learn how to build a new foundation for managing your practice by:
Defining and implementing a process that you take each client through, ensuring consistency and professionalism
Documenting the process so that it’s compliant with the new fiduciary rule
Addressing all areas of retirement and customizing solutions so you’re able to prove you were acting in the clients’ best interest
Utilizing proprietary tools and resources from Senior Market Sales® Retirement Solutions that facilitate your process, helping you work more efficiently and profitably
Communicating what you’re worth — not what you cost — in a way that differentiates you from competitors
Like the ancient pruning and training techniques used in bonsai…
A half-day session to learn how articulate your value, create referral-generating advocates, and refine your existing business model to a sustainable and scalable model that complies with the fiduciary rule.
Registration is limited, so sign up as soon as possible before the event fills up. Otherwise, registration will close one week prior to the event date — but we encourage you to call us at 1-877-888-0097 so we can try to get you in if others cancel.
For attending, you’ll get a complimentary, follow-up consultation that gives you direct access to SMS’ more than three decades of experience in the senior market. After the event, an SMS consultant will call you, learn about your business and work with you to identify opportunities and solve problems. Together, you’ll find ways to incorporate your new knowledge and start reshaping your current practice for greater success and sustainability.
Chris uses his decade of experience in the business to offer value-added services that may be outside of a client’s normal scope of offerings, yet are integral parts of the retirement planning process. With a major emphasis on business relationships, Chris helps independent broker dealers and registered investment advisors streamline their business models using SMS' proprietary income planning programs, tools and product offerings.
Brian plays a key role in leading and developing Insuractive's brands, including Medicare BackOffice. He came to Insuractive with more than a decade of experience in strategic and sales roles at two of the nation's largest insurance companies. For the past nine years, he has helped develop and shape Insuractive brands, providing strategic direction using his deep knowledge of customer service, Medicare, life insurance and long-term care to provide leadership to the Insuractive team as well as customers.
Why Medicare and Social Security Matter More Than Ever
Converging pressures on seniors — flat Social Security benefits, rising Medicare costs and elimination of some Social Security claiming strategies in 2016 alone — are forcing these federal benefits to the forefront of the retirement conversation like never before. Consumers need and expect advice from their trusted advisors. This presentation will explain how this new expectation impacts your business and how you can easily help clients without having to become an expert. You’ll learn about two support services available to you at no charge — one that can potentially save your clients thousands of dollars and avoid financially devastating decisions and another that can ensure they get the most out of their Social Security benefit.
This presentation reveals how extended care expenses can endanger your clients’ retirement savings, how to explain the threat to your clients in an impactful ”LTC planning“ discussion, and what new hybrid products are making LTCi an affordable, popular choice to prepare for the possibility of extended care.
Working lunch: Incorporating These Solutions Into Your Practice
We provide the lunch while you learn how to put your new knowledge into action immediately. You’ll also have an opportunity to ask the expert panelists questions and a chance to win door prizes.
What is a strategy session?
For attending, you’ll get a free, follow-up consultation that gives you direct access to SMS’ more than three decades of experience in the senior market. After the event, an SMS marketing team member will call you, learn about your business and work with you to identify opportunities and solve problems. Together, you’ll find ways to incorporate your new knowledge about clients’ Social Security, Medicare and long-term care needs into your current practice and create a marketing plan. This guidance from our experts will get you on track to better serve your clients and grow your business.