Showing results for: Annuity and Video
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.
Senior Market Sales presents How You Can De-risk Client Portfolios with Roger Ibbotson
Learn about this unique crediting strategy that can reduce RMDs.
Join Kevin Lockwood from Global Atlantic & Debra Schmidt from SMS to learn about Income 150 + Fixed Index Annuity from Global Atlantic.
Join Mark Bivens and one of our top annuity carriers to talk about the safe money solution: Multi Year Guaranteed Annuity
Learn Habits, Ideas and Processes You Can Start Using Today to Build Your Business
In this webinar, SMS’ Jon Summers showed how the top advisors in the industry are positioning indexed annuities within their practice.
SMS' Wendy Swanson discusses key strategies for Social Security presentations.
Have you seen the most exciting new FIA product on the market today? Athene Ascent Pro offers guaranteed and stacked income, increasing income and dynamic new indexed crediting strategies.
Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?
Learn how a structure of 12 scheduled contacts per year, four comprehensive reviews and two mandatory face-to-face meetings can lead to high client satisfaction and engagement.
What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.
Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?
Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"