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Postseason Game Plan: The Key to Cross-selling Final Expense

Watch this video to learn some simple marketing practices you can use to follow up with your Medicare clients to cross-sell final expense.

An Introduction to Long-Term Care

Review the basics of Long-Term Care with the “LTC Planning 101” video. You will learn what it is, where is it delivered and what pays for extended care in today’s environment. 

The What, When & How of the Impending Impartial Conduct Standard

Are you confused or concerned about the upcoming impartial conduct standards? In this webinar, SMS experts share answers to help you understand your options and minimize exposure for your business.

Easing the Pain of Paperwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

12-4-2 Principle

Learn how a structure of 12 scheduled contacts per year, four comprehensive reviews and two mandatory face-to-face meetings can lead to high client satisfaction and engagement.

How To Create Your Own Marketing Machine

What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.

5 Things You Need to Know before offering Social Security Planning

Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?

Indexed Products: A Lifetime Stream of Inflation Adjusted Income

Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"

Social Security Planning - Is It Worth Your Time?

Are you helping your clients plan when it comes to their Social Security?