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Do you offer financial solutions and retirement planning? If so, you need ways to save time, make more money and put your practice in a position of distinction. To help, Senior Market Sales® (SMS) has gathered three valuable financial tools under its roof and made them available to its agents.
Tool No. 1 – Vive
Vive helps agents provide term life insurance in a fast and profitable way. Essentially, it has done for term life what streaming has done for video.
What exactly is Vive?
It is a term quoting platform that allows users to quote, compare and submit a term case within minutes. Unlike so many other quoting platforms, Vive quotes beyond price.
Vive weighs multiple factors including:
- Financial strength
- Conversion privileges
- Product features
- Accelerated underwriting eligibility and probability
- Speed and process
Vive combines all the above-mentioned areas into an overall Vive score. That score can then be used as a valuable tool for discussing options with a client prior to order completion.
An Additional Vive Bonus
For those clients who want to take time to consider their options, Vive lets agents add a link to their website that allows clients and prospects the ability to run quotes themselves.
How can you start using Vive?
SMS offers Vive at no cost to its agents. To access Vive, complete the form at the bottom of this article, or talk to a licensed SMS marketing consultant at 1.800.786.5566.
Tool No. 2 – Nextek
Nextek is a financial planning tool designed specifically for the financial services industry. Its primary focus is on creating a streamlined, integrated process that enables financial services professionals to operate with confidence and competence in making recommendations to their clients.
This tool uses a unique five-unit approach:
- Color of Money Risk Analysis — The first step to determining if your clients’ current assets are properly aligned with their risk tolerance
- Generational Vault — Provide your clients with an integrated portal that simplifies viewing of accounts and financial status details and also enables secure sharing of documents and information
- Virtual Advisor — Manage your customer relationships in this advisor portal that’s not just a CRM, but a total business management system
- Campaign Builder — An application that allows you to send targeted email campaigns to any lead in your Virtual Advisor People list
- Case Central — Your hub for data entry, client updates, case analysis and client-centric reporting
How can you gain access to Nextek?
Nextek is available to SMS agents. To learn more about how to access this valuable tool, complete the form at the bottom of this article, or reach out to a qualified SMS marketing consultant by dialing 1.800.786.5566. Remember, whether you’re prospecting new clients or communicating with your existing book of business, this platform works.
Tool No. 3 – Luma
The Award-Winning Luma Platform, through Luma Financial Technologies, is the world’s top independent and most objective, multi-issuer technology platform for market-linked investments and annuities. Financial advisors and institutions can learn, buy, create and track structured products and annuities through a fully customizable experience.
Discover Luma’s Features
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How can Luma help you with your annuity business challenges?
Challenge:
Advisors need to pivot to a separate order entry system after determining the appropriate product.
Solution:
Luma’s fully integrated order-entry system removes this dependency and provides advisors with a seamless, paperless transaction experience.
Challenge:
Advisors have narrowed down their annuity selection and need to efficiently evaluate their products.
Solution:
Luma’s comparison tool helps advisors quickly compare projected growth and income on three products while having the ability to make simple adjustments.
Challenge:
It can be time consuming to run searches for rates, features and other product details when researching and analyzing annuities.
Solution:
Luma saves time by providing advisors with fully customizable views that can be saved and reused for similar client scenarios.
Challenge:
Advisors want to determine the optimal allocation between index strategies for a particular product.
Solution:
Luma’s efficient frontier can plot different combinations and ideas based on historical annual returns and annual volatility averages to identify desired projected outcomes and then view applicable indices.
Challenge:
Advisors need to go to multiple carrier websites to access product material and/or product training.
Solution:
Luna simplifies the training process through its in-app Learning Center which contains interactive content and materials.
How can you gain access to Luma?
Luma can be obtained on a complimentary basis through SMS. Connect with a knowledgeable SMS marketing consultant by calling 1.800.786.5566, or complete the form at the bottom of this article to learn more about this tool and how you can gain complimentary access.
So, what’s the link between these three valuable tools?
All three of these tools are available in one place to agents working with SMS. To learn more about these tools and also how to save time, make more money and put your business in a position of distinction, reach out to an SMS marketing consultant at 1.800.786.5566 or complete the form shown below.
An Additional Bonus
In addition to the above-mentioned three platforms, SMS offers its agents access to an entire suite of sales tools. Feel free to browse available options and reach out to an SMS marketing consultant if you need assistance or have questions.
A Little More About SMS
SMS represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, and travel insurance carriers in all 50 states. More than 71,000 independent insurance agents rely on SMS for proprietary technology, competitive insurance products, and expert training and service to help them leverage their time, make more money, and put their business in a position of distinction. Founded in 1982, SMS is headquartered in Omaha, Nebraska. In 2020, SMS joined the Alliant Insurance Services family of companies. Call 1.800.786.5566 for more information.
A Little More About Alliant Insurance Services
Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services. Alliant operates through a network of specialized national platforms and local offices to offer clients a comprehensive portfolio of solutions built on innovative thinking and personal service. The business of managing risk is getting more complex, and Alliant is meeting this complexity head-on, not with more layers of management, but with more creativity and agility. Alliant is changing the way clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. For more information, visit alliant.com.
For Licensed Insurance Agent/Advisor Use Only. Not for General Public.
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