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Join us for The SMS Technology Tour to learn about online quoting, enrollment and contact management tools that will help you leverage time, make more money and put your business in a position of distinction.
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.
Most insurers call coverage “final expense” even though it covers only the funeral. In this fourth of eight webinars, we’ll show you how to help your clients better estimate their total funeral and family expenses, which leads to better coverage for the client and more income for you. We’ll also introduce the three-option close, where the client can choose enough coverage to cover a funeral, cover family expenses or cover both.
In this webinar we cover the one question you need to ask to sell more final expense to your prospects and how National Guardian Life’s products answer that question.
In this case study, we show you how lazy assets such as savings, CDs, and money market funds can be repositioned to fund long-term care if needed or a death benefit to family.
This case study covers Flexible Premium Hybrid LTC Insurance. Flexible premiums are those other than single premiums, like 10 pay, 20 pay or lifetime.
There are several options for clients who want to use a tax-qualified account to fund the long-term care plan. This case study outlines those options.
If you are involved in extended care planning, you are eventually going to come across a client or a relative of a client, who is uninsurable. Here are options for those individuals.
In this case study, we show you how an individual can reposition lazy assets, or rainy day funds, to fund their long-term care needs.
Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.
Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?