Intro to Annuities - A Starting Point for Success
The ideal annuity client is already your client. Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a...
The Journey: Showing Clients the Way, Not Just Returns
Get the guide that explains how refining your process will generate ideal clients who understand your value and fuel your business.
LTC Planning Kit
The road map to protect your clients' retirement and their families' well-being.
Ultimate Guide to Virtual Workshops
Get step-by-step guidance on running an educational workshop virtually, from video platform selection to event follow-up.
New Holistic Retirement eBook
A direct-to-consumer marketing eBook that educates prospects and clients on how retirement plans are not optimized for long-term success in all the...
Roth Conversion Guide
Show your unique value to clients with tax techniques that transition money from a traditional retirement account into a Roth IRA — moves that can...
SMS Technology Tour: Med Solutions Technology Advantage
Learn about online quoting, enrollment and contact management tools that will help your business.
Sales Forum 2023 Recap Videos
Watch quick recaps of just some of the exciting events that happened at Sales Forum in 2023.
Monument Benefits Launch
Monument Benefits is the ultimate connector of all players in the 403(b) space – the missing link that connects all the entities and solves all three...
Grow Omaha Radio Show Features John Haver, Senior VP of Senior Market Sales
John Haver and the hosts of Grow Omaha talk about the company's history, culture and future.
Medicare Insurance Direct®: Client-Facing Technology
Whether your clients prefer to enroll online, over the phone, via text or in person, Medicare Insurance Direct® (MID) has you covered. Even if...
20 Places to Find New Business
Stop prospecting on the fly, and start working with a focused intentionality that drives success. In this rapid-fire webinar, you’ll learn 20 places...
New To Medicare Tutorial Series
Baby boomers are entering Medicare eligibility in droves and are looking for agents with knowledge in this area. That is why SMS developed the New to...
Quick Start With Medicare Insurance Direct®
SMS keeps you prepared in a variety of situations with Medicare Insurance Direct® (MID).
Attract Baby Boomer Clients With The Universal Language of Social Security
This webinar will cover: Who’s eligible for Social Security and how benefits are calculated, claiming strategies for single beneficiaries and married...