News & Updates


Showing results for: Annuity


10 Ways To Grow Your Business In 2020

You want to grow your business. But how? Where do you start?

Join Senior Market Sales® (SMS) and Sequent Planning for the webinar “10 Ways to Grow Your Business in 2020.” The first in a series, this webinar will reveal specific paths to growth but also the expansive support available to help you get there.

Address Health Care Costs in Retirement With Clients

You don’t have to be a Medicare expert to address your clients’ health care costs in retirement. This webinar by Medicare BackOffice® will show you how you can confidently help clients with this increasingly important piece of their retirement plans at no cost to them or you.

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.

Transamerica 2021 Convention

Start now and make the commitment to qualify for the Transamerica 2021 Convention located in Montego Bay, Jamaica! Qualification period starts January 1st.

Helping Your Clients Through Volatility

Market volatility provides an opportunity for insurance and financial planning professionals to show their value to clients. Senior Market Sales can help you educate clients about market risk and offer solutions to lock in their gains — before the downturn.

Be Like Bill: Use e-App for your Applications

Tired of long and complicated forms when writing your annuity, life insurance or long-term care business? Want to easily capture client signatures? Want your business to run more smoothly and so you get paid sooner? There's a solution — use e-App for your applications. Bill does, and his business is better. Watch this new video and see just how much happier e-App makes his life.

Renowned Economist Roger Ibbotson Shares Insights in Exclusive SMS Interview

In an exclusive interview with Senior Market Sales® (SMS), renowned economist Roger Ibbotson shared groundbreaking insights that are challenging the traditional ways retirement planning professionals mitigate certain retirement risks.

Financial Advisors, Here's How to Turn Affluent Prospects Into Clients

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. 

 

Marketing Hours Extended to Provide More Service

The SMS Medicare Solutions and Financial Solutions teams have extended their hours to better serve agents and advisors. 

When Your Clients Ask, 'Can I Afford to Retire?'

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.

Intro to Annuities - A Starting Point for Success

Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets. 

Using Processes and Tools to Enhance Your Business

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. 

Scott Hodson

As an Internal Marketing Consultant, Scott’s main goal is to help agents grow their business and increase their market share using financial products.

White Paper - The Journey

As the abundance of information and advances in technology empower consumers to confidently manage their own financial investments, returns-focused financial professionals must shift to a more relationship-focused practice.

Department Of Labor Fiduciary Rule Update: Best Interest Standard Delay

The Office of Management and Budget (OMB) and the Department of Labor (DOL) have agreed to delay the Best Interest Standard until July 1, 2019. What does this mean for advisors?