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Senior Market Sales presents How You Can De-risk Client Portfolios with Roger Ibbotson
Case Study: Addressing Tough Rx Questions
Clients are sometimes faced with prescription drug questions and challenges that go beyond just considering a generic instead of a brand name. SMS has an in-house pharmacist that can help with challenging cases.
Here are six tips to help you maximize your time, remain compliant and enjoy success during the Annual Election Period.
This enrollment season may be the exact right time to leverage social media, to increase your following and potentially generate leads. Here are simple “Dos and Don’ts” to help get you started.
Answers to Commonly Asked Social Media Questions
If you’re thinking about using social media, you probably have questions about how to start. A social media strategist at SMS provided some answers to the questions they’re most frequently asked by agents.
6 Reasons to Write Single-Premium Life
Now is a great time to write single-premium life. There is tremendous opportunity in helping preserve a client's legacy. Here are six reasons to talk about single-premium life with every qualified prospect.
Start Cutting RMDs Using the Saw-Tooth Strategy
Learn about this unique crediting strategy that can reduce RMDs.
Using the "Saw-Tooth" Strategy to Cut RMDs for Clients
Certain fixed indexed annuity solutions can offer a crediting strategy that cuts RMDs. Introduce the saw-tooth strategy to clients and help them keep more funds in qualified accounts.
Fiduciary Responsibility and LTC Solutions
At SMS we have a dedicated LTC planning team that looks at each case independently to develop the right solution based on the client’s objectives.
The Kind of Clients Who Love IUL
An indexed universal life (IUL) policy offers clients upside potential, guards against downside risk and provides tax benefits.
Controversy over Observation Status: What Change Could Mean for Your Clients
Being given the outpatient observation designation during a hospital stay can cost your Medicare clients thousands if they need skilled nursing care afterword. It’s a rapidly growing issue, and legal action is underway to address it.
Making the Most of Your Clients' 'Never' Bucket of Money
Low interest savings accounts and CDs don’t provide as much of a legacy for those whom the money is intended. Introducing your client to single-premium life insurance can make the most of those funds and enhance their legacy.
Run with the Best with Senior Market Sales®
Top producers expect the best of everything. Discover what separates Senior Market Sales® from all the others.
Discuss issues that are important in the senior market, ask questions, and get immediate access to SMS content and insights by following SMS on social media.