News & Updates


Showing results for: Annuity


Great American

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.

AIG

The future is a moving target — client priorities and perspectives shift and evolve, and the best financial professionals are always ready to engage.

Global Atlantic

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

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.

SILAC

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.

Lincoln Financial Group

Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism.

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.

What's the Secret to Finding the Best IMO? These Successful Agents Say Top-Tier Service You Can Trust

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.

Annuity e-App

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.

The SECURE Act: Are You Ready?

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.