Annuities

Do you offer financial solutions and retirement planning?

Was 2023 a good year? Were goals met? Have you set goals yet for 2024? Do you have a plan in place t...

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Big changes – and big opportunities – are ahead for retirement savers and the insurance and retireme...

Slow seasons or down time don’t have to result in a sales slump for independent insurance agents and...

The purpose of the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Tra...

Reviewing clients’ annuities can be especially fruitful for both clients and your business right now...

Choosing a field marketing organization (FMO) is one of the most important decisions you’ll make as ...

Hundreds of thousands of educators are underserved with their 403(b) retirement accounts, and many o...

We’ve all seen the advertisements on television and other media telling Medicare clients to call var...

Converting money from a traditional retirement account to a Roth account is not a new retirement pla...

Senior Market Sales® (SMS) is always thinking of ways to position insurance and retirement planning ...