News and Updates
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New Research: Fixed Indexed Annuity Outperforms Bonds, VAs, SPIA for Income
Dr. Pfau and Rex Voegtlin conclude in a new white paper that a balanced portfolio of stocks and bonds has a high probability of failure in today’s environment.
Case Study: Driving Appointments With Social Security Planning Seminars
Talk to enough advisors and you’re bound to hear it at some point: seminars are dead. At Senior Market Sales we’ve come up with a better seminar system.
Top 10 Venues for Marketing Special Needs Plans
Looking for ways to boost your Medicare Advantage sales in the “off-season?” You may want to take a look at Dual-Eligibles who qualify for Special Needs Plans.
Income Planning for Today, Tomorrow and 30 Years From Now
Here’s a quick run-down of the retirement risks your clients face and how they’ve changed over the years.
Senior Market Sales® President Wins NeAHU Underwriter of the Year Award
SMS’ president, Jim Summers, has been named “Underwriter of the Year” by the Nebraska Association of Health Underwriters.
College Funding Using Life Insurance
Did you know you can grow your Life insurance business by talking to clients about using Life insurance in the college funding process?
LTC = Living Through Challenges?
As I think about the millions of Americans who have not been educated on long-term care, I wonder if the title “long-term care” should be stated differently.
Getting Media Coverage With Social Security
Social Security is a hot topic in the media, with consumers, with bloggers and on social media. How can advisors stand out and get the media’s attention?
Long-Term Care Options Part 2: Linked Benefit/Hybrids
This series explores options available to your clients, including traditional LTCi, linked-benefit products, short-term care and stand-alone home health care.
Med Supp Opportunities During MADP: Rate Sheets Available!
Here are the top rated MedSupp plans broken down by state and carrier compiled for you by SMS Associate Director of Medicare Supplement Roger Marvel.
Expert Advice for Traveling During the Hurricane Season
The official Atlantic hurricane season runs from June 1 to Nov. 30. This represents a time of uncertainty for those living in areas where hurricanes can form as well as for those traveling to these parts of the world during this time of year.
If you want to get paid quickly and without hassle, make sure all these things are in order before taking an app and submitting a new piece of business.
Breaking Into the Multi-Life Market Part 3: Enrolling Employees
You’ve identified your target employers and made your pitch to company leadership. Now you are in the door and ready to enroll, how do you proceed?
Low-Income Subsidies Part 3: How to Market to LIS-Eligible Clients
Part three will offer some ideas for how to market these services and let prospective and existing clients know that you can assist them with extra benefits.
Breaking Into the Multi-Life Market Part 2: Getting the Appointment
Now that you have identified potential employers that you would like to make a presentation to about multi-life, how do you proceed?