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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...
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.
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...
Prospects From Your Local Area
Your best prospects are local. So put your web presence to work bringing them to you.
Building a Successful Marketing Campaign
Well planned and consistent lead generation is the backbone of any great marketing plan.
Importance of Consistent Marketing
Direct mail marketing continues to provide excellent return on investment for lead generation.
Lead Generation On-Demand Webinar Series
Getting leads for your business can be confusing and a lot of work. This on-demand webinar series will kick start your lead generation.