News & Updates


Showing results for:


3 Practical Uses for Social Media That Get Results

Social media isn't just about getting shares and likes.  It has become a vital marketing channel that can yield serious results for your business.  Learn how you can engage your customers, target new prospencts, gain customer insights and more using social media. 

Teaching The Medicare Basics To Seniors

Going back to the basics. Mark talks about his experience with teaching seniors the basics of medicare and he talks about the results he's seen in just doing the basics.

What You Don't Need to Know About Travel

What you don't need to know about travel insurance and still earn commissions. 

Start Cutting RMDs Using the Saw-Tooth Strategy 

Learn about this unique crediting strategy that can reduce RMDs.

Using the "Saw-Tooth" Strategy to Cut RMDs for Clients

Certain fixed indexed annuity solutions can offer a crediting strategy that cuts RMDs. Introduce the saw-tooth strategy to clients and help them keep more funds in qualified accounts.

Demystifying Today's Living Benefits

Life insurance is changing for the better, with innovative new living benefits. It's time to learn how you can change with it, and grow your business. Watch this video and learn how to demystify living benefits and put them to work for your clients.

Fiduciary Responsibility and LTC Solutions

At SMS we have a dedicated LTC planning team that looks at each case independently to develop the right solution based on the client’s objectives.

GPM custom e-App process

In this video you will learn using the GPM custom e-App process

The Kind of Clients Who Love IUL

An indexed universal life (IUL) policy offers clients upside potential, guards against downside risk and provides tax benefits.

Want To See Where Your Clients and Prospects Are? There's an App for That

The prospect mapping function from infofree.com puts useful information in the palm of your hand. An exclusive offer through SMS can get you this capability at a discount. 

Add Your Listing to the Online Medicare Supplement Agent Directory

Make it easy for consumers to find you. Add your listing to the Medicare Supplement Insurance Agent online directory provided by the American Association for Medicare Supplement Insurance. 

DOL Delays Fiduciary Rule

The Department of Labor has announced a 60-day extension of the implementation of the fiduciary rule. Advisors will be treated as fiduciaries beginning on June 9, 2017 rather than April 10, 2017 as originally scheduled.

The New Life Insurance: Benefits While Clients Are Still Living

Your clients do not have to die to take advantage of their life insurance. With an Accelerated Benefits Rider (ABR), they can get a portion of their benefit if they have a terminal, chronic or critical illness. Start offering the NEW life insurance and give your clients options. 

Single Premium Solutions Life Insurance Planning Kit

Taking a few extra minutes to ask a few more questions at every appointment can lead to big results and help your clients enhance their legacy.

Mining Clients' Tax Returns for Sales Gems

Turn tax season into an opportunity to grow your business.