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SMS Technology Tour: Medicare Solutions Technology Advantage

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.

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.

How to Estimate Final Expense, and the Three-Option Close

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.

National Guardian Life One-Question Presentation

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.

LTC Case Study: How Lazy Assets Can Protect Retirement Income

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.

LTC Case Study: Flexible Premium Hybrid LTC Insurance

This case study covers Flexible Premium Hybrid LTC Insurance. Flexible premiums are those other than single premiums, like 10 pay, 20 pay or lifetime.

LTC Case Study: Transitioning Tax Qualified Funds Into Tax-Free Retirement Protection

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.

LTC Case Study: Uninsurable 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.

LTC Case Study: Repositioning Lazy Assets for Retirement Protection for 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.

Mutually Invested Underwriting in Long-Term Care

Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.

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?