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What to Watch For During AEP 2019

The upcoming Annual Election Period (AEP) is about100 days away. Get a long view of the potential opportunities that could shape AEP 2019.

Financial Advisors, Here's How to Turn Affluent Prospects Into Clients

Helping clients enroll in Medicare and review plans annually can be an easy way for financial advisors to reach prospects and lay the foundation for lifetime clients, and a recent survey indicates the opportunity is especially ripe with affluent Americans. 

 

Marketing Hours Extended to Provide More Service

The SMS Medicare Solutions and Financial Solutions teams have extended their hours to better serve agents and advisors. 

Help Customers Affected By Cost Plan Discontinuation in Minnesota

Due to Federal legislation, Medicare Cost plans will be discontinued in most of Minnesota, affecting approximately 400,000 individuals. What is your plan to help these customers?

When Your Clients Ask, 'Can I Afford to Retire?'

You can help clients answer one of their biggest questions: “Can I afford to retire?” Senior Market Sales® has a new tool that makes it easy for any type of retirement planning professional to help clients answer that question. Income ArchiTECH™ shows the impact of longevity risk on their retirement plans. With just a few clicks, it can show the impact of market fluctuation and help you develop strategies and solutions to manage it.

Be Like Bill: Use e-App

Watch this quick video and discover how using e-App can make your business better.

The Importance of Life Insurance in Financial Plans

Life insurance can be a critical part of a comprehensive retirement plan. New technology makes it easier to demonstrate this and position the right solution to your clients. 

Understanding Dual Eligible Special Needs Plans (D-SNPs)

Dual Eligible Special Needs Plans (D-SNPs), could be a good way to grow your existing Medicare business. Here are answers to questions commonly asked about D-SNPs. 

Intro to Annuities - A Starting Point for Success

Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets. 

What Continued Industry Consolidation Means for Agents

Consolidation has been a trend in the health care industry this year. The health insurance and pharmaceutical industries are drawing closer to each other. What does this mean for Medicare agents? Get some answers.

Using Processes and Tools to Enhance Your Business

There is a way to provide clients more big-picture clarity while also demonstrating the need for the solutions you have to offer. Start using a new process and tools to enhance your business. 

Life Training 101: Lesson 3 -Making a Recommendation

This brief video will help you determine which life insurance product or combination of products can help your clients and prospects protect what they care about and achieve their financial goals.

Life Training 101: Lesson 2 - The Types of Life Insurance

This brief video will help you learn about the types of life insurance and where they fit based on the needs of your clients and prospects.

Life Training 101: Lesson 1 - The Purpose of Life Insurance

This brief video on the purpose of life insurance will help you identify opportunities for life insurance sales with your clients and prospects.

Legacy Safeguard Training Guides & Materials

In this first of eight webinars, we discussed the Legacy Safeguard Sales Training Guides, which cover marketing, selling and getting referrals. We also showed client resources, including brochures, worksheets, referral forms and presentation DVDs.