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How to Increase Your Qualified Annuity Business

Find out how to intentionally target larger qualified money cases in your practice.

The Past, Present and Future of Medicare

Change in the Medicare market is almost certain, and agents who want to thrive selling to seniors must be prepared to learn and adapt when change comes.

The True Cost of $0-premium Medicare Advantage Plans

$0 premium may sound attractive on the surface, but in reality these plans have out-of-pocket expenses many people don't plan for.

3 Questions to Determine Income Rider Suitability

Income riders are a popular feature on fixed indexed annuities. But they are not one-size-fits-all, suitable for anyone who wants to generate an income stream.

Making the Switch from Medicare Advantage

Here are 5 questions and answers about the process of disenrolling from Medicare Advantage.

The Versatility of Medicare Supplement

Med Supp has always been a great choice for retired seniors, and its appeal for agents as a versatile lead-in for cross-selling is growing stronger than ever.

The Rise of the Indexed Annuity

Why are indexed annuities experiencing such a surge in popularity? We believe it’s because offer three unique attributes clients can’t find anywhere else.

Compliance Corner: What Constitutes Investment Advice?

What exactly constitutes investment advice that requires registration?

5 Steps to Annuity Suitability

Over the last several years, many states have begun to specifically define what agents must consider when selling annuities — especially to seniors.

Exploring Medicare's Past, Present and Future

Who better to offer wisdom on the past, present and future of Medicare than the owner and CEO of SMS himself, Milton M. Kleinberg?

SEC Study Calls for Uniform Fiduciary Standard

The SEC's long-awaited study on fiduciary standards calls for adoption of a uniform fiduciary standard of care for broker-dealers and investment advisors.

3 Questions to Consider When Selling a Guaranteed Death Benefit Plan

When determining which product best suits your clients who are looking for guaranteed death benefit coverage, consider these 3 questions.

Travel Coverage Misconceptions

Many travelers are under the misconception that they don't need travel insurance and that their credit cards or medical insurance will cover them.