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The Retirement Tax Time Bomb is Ticking
Show your clients how to keep more of their money in retirement through savvy tax-efficient planning that also will grow your business.
Start Cutting RMDs Using the Saw-Tooth Strategy
Learn about this unique crediting strategy that can reduce RMDs.
8 Tips for a Lead-Generating Seminar
Educational seminars can be a powerful prospecting tactic — but only if done well.
Annuity Planning Kit
Learn how annuities can solve your clients’ retirement challenges.
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.
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...
Sales Forum Recap Videos
Quick recaps of some of the exciting events from previous Sales Forums.
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...
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...
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...
Social Security Strategies for Divorced and Widowed Clients
This webinar will cover: What is the Social Security earnings test and why it matters, spousal and survivor benefits that may be available to...