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Our Medicare Advantage experts help you stay compliant with real-life scenarios encountered by agents in the field.
According to CMS rules, agents must keep PTC documentation for a minimum of 10 years, and it must be retrievable upon request from the carrier or CMS.
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.
What are you and your clients looking for in a Medicare Supplement company?
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.
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.
Utilizing a Pension Maximization Strategy can offer your clients the best of both worlds.
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.
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.
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.