News and Updates
Showing results for: Annuity
The Annuity Review: How a Simple Process Can Uncover Opportunities for Clients and You
The SMS Financial Solutions Annuity Review Process uses our expertise and industry-leading technology and tools to review any annuity contract to see if you can provide clients better death benefits, lower fees or increased income.
Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence.
Oceanview Life and Annuity Company has worked to establish itself as a trusted provider of high-quality retirement income products, investment consulting, and strategic planning services.
As Utah’s oldest active life insurer. SILAC, Inc. purchased SILAC™ in April 2017, bringing both access to capital and strong, experienced leadership. SILAC™ is licensed in 46 states and the District of Columbia.
Great American Insurance Group understands the importance of choosing a financially strong company. We are an organization built for the long term and are committed to giving you that strength.
The future is a moving target — client priorities and perspectives shift and evolve, and the best financial professionals are always ready to engage.
Sagicor Life Insurance Company
Sagicor Life Insurance Company is built on a foundation of trust and will be there for you every step of the way to help you reach your full potential.
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism.
Independent insurance and financial planning professionals often don’t know what they’re missing in an insurance marketing organization (IMO) or that they’re working with a subpar one until it’s too late. Hear what three successful advisors say makes Senior Market Sales an exceptional IMO.
20 Places for Insurance Agents to Find New Business
Agents who wish to keep their sales funnel operating at optimal efficiency need to stop prospecting on the fly, and adopt a system of focused intentionality. This article discusses a webinar resource designed to help agents capitalize on 20 places to find new business and drives sales.
The Growing Importance of Technology to Your Business
Have you struggled to adapt your business amid the COVID-19 pandemic because of subpar technology or your own technophobia? The necessity of technology to advisors during the pandemic has highlighted its many benefits and possibly cemented its role in how the industry will operate moving forward.
What Annuity Agents Need to Know About the New Best Interest Standard
Senior Market Sales® (SMS) is committed to ensuring suitable sales practices when recommending annuity products to consumers and to supporting the fair and equitable treatment of our insurance customers. To that end, SMS has compiled this executive summary of recent revisions and actions to the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation (Model #275). These revisions encompass new producer training requirements, updated carrier forms and revised recordkeeping necessities.
Want a Lead-to-Appointment Conversion of 60 to 70%? Here Are 4 Secrets to Virtual Workshop Success
Eight months into the pandemic, the majority of White Glove educational workshops were conducted virtually – and with many advisors reporting the same or greater success as in-person events. This industry leader and Senior Market Sales partner shares four secrets to virtual workshop success.
Senior Market Sales Service Update
Senior Market Sales® (SMS) wants to assure all of our producers and carrier partners that although we may be operating differently, we are committed to the same service standards to which you have been accustomed.
FireLight’s e-App process, engineered with SMS agents in mind, is designed to simplify your work and save you valuable time. With this tool, you’ll avoid the hassles and cost of doing business with paper applications. It’s easy to use and gives you one place to submit all your annuity business, thus eliminating the need to navigate different carrier websites.