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How Nextek’s Virtual Advisor Can Help You Better Manage Your Business
A financial planning tool designed for the financial services industry. This is more than just a CRM, it’s a total business management tool.
Use Automation Before, During, and After AEP to Make More Sales
Aaron Kassover, founder of AgentMethods will present ways you can use automation to be more efficient and increase renewals.
Help Clients Properly Align Their Assets and Risk Tolerance with Nextek
It’s important that your clients know if their assets and risk tolerance are properly aligned. Nextek includes a Color of Money Risk Analysis (COMRA)...
The Retirement Planning Mind Shift: New Thinking for Growth in a New Era
As Americans face a retirement crisis, the professionals in insurance and financial planning who provide viable solutions will change the trajectory...
Essential Knowledge and Tools for Life Insurance Agents
Gain insight from our webinar series highlighting top carriers, educational resources and sales concepts for life insurance and financial planning.
Going For the Close: How to Overcome Client Objections and Gain Final Expense Sales
Want to master the art of closing final expense sales? The key lies in how you overcome client objections so that they’re comfortable and willing to...
Unlock Income Opportunities in the Final Expense Market
Client Stream® Lead Exchange is a first-of-its-kind lead acquisition platform available through Senior Market Sales® (SMS) that matches prescreened...
Dominate the Final Expense Market With Lead Advantage Pro®
From quoting to enrollment, Lead Advantage Pro, an exclusive tool from Senior Market Sales® (SMS), enables you to meet the growing demand for final...
Learn How This Carrier’s Final Expense Portfolio Can Boost Your Sales
Many aging baby boomers are realizing they may outlive their retirement savings, leaving little cash to pay for end-of-life expenses. Without proper...
Your Clients Need Guidance – Let’s Talk About Final Expense
Selling final expense insurance is a great way to maximize your senior-age client relationships by positioning yourself as a resource for this...
Luma Can Help You with Your Annuity Business Challenges
Check out the world's top platform for comparing, configuring and tracking annuity solutions. This tool gives you access to compare rates, riders and...
How the Inflation Reduction Act Reshapes the Landscape
The Inflation Reduction Act, signed into law on Aug. 16, 2022, caps out-of-pocket Medicare Part D costs at $2,000 starting in 2025. A total of 5...
Firelight Demonstration
Demonstration of Firelight — our electronic application process for annuity sales.
Explaining Drug Cost Nuances Within Lead Advantage Pro®
SMS clears up confusion concerning out-of-pocket maximums, how pharmacies are quoted within Lead Advantage Pro and why preferred drug-cost nuances...
Long-Term Care Insurance in a Whole New Light
What do three insurance industry veterans with a combined 80 years of experience have in common? Perspective, passion and personal experience.