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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.

Roger Ibbotson

Senior Market Sales presents How You Can De-risk Client Portfolios with Roger Ibbotson

Start Cutting RMDs Using the Saw-Tooth Strategy 

Learn about this unique crediting strategy that can reduce RMDs.

Get More with Income 150 + Fixed Index Annuity from Global Atlantic

Join Kevin Lockwood from Global Atlantic & Debra Schmidt from SMS to learn about Income 150 + Fixed Index Annuity from Global Atlantic.

WIN with Great Rates and Protection from Market Loss

Join Mark Bivens and one of our top annuity carriers to talk about the safe money solution: Multi Year Guaranteed Annuity

Secrets of Million-Dollar Producers

Learn Habits, Ideas and Processes You Can Start Using Today to Build Your Business

How to Position Indexed Annuities in Your Practice

In this webinar, SMS’ Jon Summers showed how the top advisors in the industry are positioning indexed annuities within their practice.

Six Key Words to Use in Every Social Security Planning Meeting

SMS' Wendy Swanson discusses key strategies for Social Security presentations.

Easing the Pain of Paperwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

The What, When & How of the Impending Impartial Conduct Standard

Are you confused or concerned about the upcoming impartial conduct standards? In this webinar, SMS experts share answers to help you understand your options and minimize exposure for your business.

12-4-2 Principle

Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.

5 Things You Need to Know before offering Social Security Planning

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?

Building Social Security Planning into Your Practice

Did you know 57% of clients now expect Social Security advice from their financial planner?