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Helping clients enroll in Medicare and review plans annually can be an easy way for financial advisors to reach prospects and lay the foundation for lifetime clients, and a recent survey indicates the opportunity is especially ripe with affluent Americans.
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.
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.
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.
The need for extended care is too often an overlooked concern in retirement planning. Show clients how to connect this important "dot" to complete their plan.
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.
Discuss issues that are important in the senior market, ask questions, and get immediate access to SMS content and insights by following SMS on social media.
What if there was a way to mitigate the risks of an extended care event by leveraging non-income-producing assets? LTC National Sales Director Skip Liddell shows you a solution that offers LTC benefits, death benefits and helps avoid negative tax consequences.
Genworth offers two webinars on several dates to learn more: Underwriting Changes and General Information on Element.
Asset-Care IV gives your clients options to fit them while helping them prepare for LTC costs and providing value even if they never need LTC benefits.
You've taken the time to create a specific LTC solution for your client and gone through the sales process, but then receive a decline notice. Now what?
At Senior Market Sales we take care of the details ... so you can spend more time selling.
This series explores options available to your clients, including traditional LTCi, linked-benefit products, short-term care and stand-alone home health care.
Great news! Senior Market Sales' agent E&O insurance program will renew on September 1 with no premium increases since 2009!