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Some might think it’s a petty distinction to make, but there is a difference between a prospect and a lead, and it helps for you to know it.
This sales tip will describe a flexible funding option that you may not have encountered before, but could be a great fit for certain situations.
Find out why most agents don’t get more referrals from their "Centers-of-Influence." Learn how to maximize your COIs and get the referral results you deserve.
This is a high-level introduction to LinkedIn, who is using it, why you should check it out and how to get started.
Utilizing a Pension Maximization Strategy can offer your clients the best of both worlds.
IUL is similar to VUL in that the cash value of the product is linked to the stock market, but that’s where the similarities end.
For agents working with a small marketing budget, the Internet is source of inexpensive opportunities to raise awareness about your services and build your brand.
Annuity demand has spiked in recent years, recognizing their value as a safe, tax-deferred savings option but about 80% of annuities end up being inherited.
SMS has listed 20 ideas to help you not only increase client retention, but also cross-sell and up-sell your current clients and generate more referrals.
This article will bring you up-to-date on the state of the income rider and answer any questions you might have about when to use them and how to choose them.
Many carriers have had to rethink the max issue ages for their products, and many advisors are rethinking what is an appropriate plan for their elderly clients.
The passage of H.R. 4173 and the defeat of Rule 151A ensured that regulatory control over FIA's would remain squarely in the hands of the insurance industry.
The Medicare Advantage industry made a historic technology leap this AEP when SMS agents in Rockford, IL, completed the first MA enrollments using an iPad app.
Learn how to take unwanted RMDs to fund a life insurance policy that will help offset the income taxes beneficiaries will owe when the IRA is transferred to them.
Baby Boomers will transfer more wealth than this country has ever seen. Much of it is accumulating in tax-deferred accounts like IRAs and 401(k)s.