Resource Library
Senior Market Sales® (SMS) is dedicated to helping agents leverage time, make more money and put their business in a position of distinction.
Life After AEP
Secure Act 2.0
The Rise of the Fixed Indexed Annuity
Social Security Webinars to Build Your Business
Learn how to grow your business and help your clients with these on-demand webinars.
CirrusView Report Sample
Client-Facing Resources for Life Insurance Awareness Month
Resources curated from Life Happens to help you show the value of life insurance to clients.
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 Sales Kit
Learn how to successfully start the conversation and position the solution to your clients.
Annuity Planning Kit
Learn how annuities can solve your clients’ retirement challenges.
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...