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The SMS Medicare Solutions and Financial Solutions teams have extended their hours to better serve agents and advisors.
You can help clients answer one of their biggest questions: “Can I afford to retire?” Senior Market Sales® has a new tool that makes it easy for any type of retirement planning professional to help clients answer that question. Income ArchiTECH™ shows the impact of longevity risk on their retirement plans. With just a few clicks, it can show the impact of market fluctuation and help you develop strategies and solutions to manage it.
Watch this quick video and discover how using e-App can make your business better.
Life insurance can be a critical part of a comprehensive retirement plan. New technology makes it easier to demonstrate this and position the right solution to your clients.
Dual Eligible Special Needs Plans (D-SNPs), could be a good way to grow your existing Medicare business. Here are answers to questions commonly asked about D-SNPs.
Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets.
This brief video will help you determine which life insurance product or combination of products can help your clients and prospects protect what they care about and achieve their financial goals.
This brief video will help you learn about the types of life insurance and where they fit based on the needs of your clients and prospects.
This brief video on the purpose of life insurance will help you identify opportunities for life insurance sales with your clients and prospects.
There is a way to provide clients more big-picture clarity while also demonstrating the need for the solutions you have to offer. Start using a new process and tools to enhance your business.
Consolidation has been a trend in the health care industry this year. The health insurance and pharmaceutical industries are drawing closer to each other. What does this mean for Medicare agents? Get some answers.
Craig Taylor, associate director of Medicare Solutions, interviews agent Mike Thomas to provide additional insight on marketing D-SNP plans.
Craig Taylor, associate director of Medicare Solutions, interviews agent Blake McCoy to provide additional insight on marketing D-SNP plans.
Have you wanted to start talking about protecting your clients’ retirement income and assets, but weren’t sure how to have the conversation? SMS can help you initiate and complete the planning process.
As the abundance of information and advances in technology empower consumers to confidently manage their own financial investments, returns-focused financial professionals must shift to a more relationship-focused practice.