News & Updates


Showing results for: and Video


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. 

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. 

Why Asset Based LTC with OneAmerica

The LTC market has changed dramatically in the past 8-9 years, with one exception. OneAmerica's Asset Care and Annuity Care plans are basically the same as they were when they were creatad, which most importantly includes guaranteed rates. Clients never have to worry about a rate increase.

8 Steps to a Successful Workshop

There is no question seminar marketing is effective, but there is a fine line between holding a successful event and throwing precious time and money away.

SMS and Technology: Today, Tomorrow, and the Future

We know agents face many challenges in today's market. Our software and tools are designed to help you manage and simplify your practice, save time, eliminate mistakes and make your business stand out among the crowd.