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Be Like Bill: Use e-App for your Applications

Tired of long and complicated forms when writing your annuity, life insurance or long-term care business? Want to easily capture client signatures? Want your business to run more smoothly and so you get paid sooner? There's a solution — use e-App for your applications. Bill does, and his business is better. Watch this new video and see just how much happier e-App makes his life.

Lessons Learned From a Successful AEP

Another Annual Enrollment Period (AEP) is in the books. In this video, Dwane McFerrin, Vice President of Medicare Solutions, invites you in to his office to share success, review lessons learned from a busy selling season and examine what comes next for 2019. 

On-Demand Webinar: 3 Great Ideas to Help You Close Out 2018

In this on-demand webinar you will learn about IRA clients with RMD—a 10-minute idea to raise $250,000 in new assets, The rainy day money idea and Indexed annuities as a bond alternative.

On-Demand Webinar: Addressing Long-Term Care with Income ArchiTech

November is Long-Term Care Awareness Month, making it the right time to begin addressing your clients' LTC needs for retirement. 

The Future of Value-Based Healthcare

Griffin Myers, M.D., M.B.A, present “The Future of Value-Based Healthcare.” 

These issues directly affect your clients, so it's time to prepare for change. The webinar will help you understand:

  • Why the fee-for-service model is broken
  • The value-based care philosophy
  • What your clients need from you in the midst of this change

Facebook Live: DOJ approval of the acquisition of Aetna by CVS

SMS' Dwane McFerrin discusses the DOJ approval of the acquisition of Aetna by CVS

Cross-Selling Made Easy

Do you want to deepen your relationship you have with your Medicare clients?

Do you want to protect your hard-earned business from the competition?

Be Like Bill: Use e-App

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

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.

MA-HI Wrap Around Tool Demo

Cross-selling Hospital Indemnity insurance can help fill the gaps in your clients' Medicare Advantage plan coverage.

Insights to Learn, Connect, Grow

Jim Summers, President of Senior Market Sales, provides his insights on an industry that is continually growing and evolving and how it can benefits you and your business.