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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...
Social Security Strategies for Public Employees and Survivors
This webinar will cover: Which government employees may and may not be eligible for Social Security? Provisions that can reduce Social Security...
E&O Insurance
SMS' exclusive Group E&O programs offers the lowest rates in the industry for noncaptive agents. Agents can customize their plan.
Social Security Video Training
In this three-part webinar series, President of Premier Social Security Consulting, Marc Kiner, will guide you through how to ask clients the right...
Lead Advantage Pro Training
SMS has created a tutorial video library collection, which focuses on the user-friendliness and versatility of the Lead Advantage Pro platform. The...