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Showing results for: Annuity and Video


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.

On-Demand Webinar: 3 Great Ideas to Help You Close Out 2018

In this on-demand webinar you will learn about IRA clients with RMD—a 10-minute idea to raise $250,000 in new assets, The rainy day money idea and Indexed annuities as a bond alternative.

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

Learn how to get clients with bank CDs off the sidelines

Learn about a product that could earn more interest than what current CDs are averaging in today's low-interest environment.

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.

Sales Concept: Creating a Private Pension Plan - Advanced Sales Forum

Bill Kauffman, Director of Life and Annuity products at Senior Market Sales, explains today's re-made private pension model.

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.

How To Create Your Own Marketing Machine

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.

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?

Indexed Products: A Lifetime Stream of Inflation Adjusted Income

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?"

Social Security Planning - Is It Worth Your Time?

Are you helping your clients plan when it comes to their Social Security?