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How to Use the Cash Benefit to Present LTCi

Helping clients understand the need for long-term care insurance is one of the biggest challenges agents face. SMS has teamed with Mutual of Omaha on an eight-part series, giving you sales ideas to help you present LTCi to your clients.

Security Benefit Rider

Helping clients understand the need for long-term care insurance is one of the biggest challenges agents face. SMS has teamed with Mutual of Omaha on an eight-part series, giving you sales ideas to help you present LTCi to your clients.

How To Get Medicare Supplement Referrals

Watch as Jack Calderon, Medicare Supplement marketer at Senior Market Sales, details How To Get Medicare Supplement Referrals.

OneAmerica's Asset-based Solutions to Meet Your Client's LTC Needs

Whether you have clients pre-planning for care or currently receiving care, The State Life Insurance Company may have a solution.

Using Social Media to Enhance Your Online Presence

Learn more about how you can use social media to enhance your online presence. 

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.

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?

Why Advisors are Critical to Social Security Decision - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions

Transitioning from Social Security to Income Planning - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings

12-4-2 Principle

Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.

How To Create Your Own Marketing Machine

What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.

5 Things You Need to Know before offering Social Security Planning

Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?

Indexed Products: A Lifetime Stream of Inflation Adjusted Income

Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"