News & Updates


Showing results for: Life Insurance


Major Upgrades to the Builder IUL

North American's Builder IUL has been remodeled to offer your clients greater retirement income potential.

Florida Power of Attorney Changes

The state of Florida recently enacted legislation that affects one of the basic estate planning documents — the power of attorney.

Introducing Aviva Life Products
Senior Market Sales would like to introduce the newest addition to our Life Insurance portfolio, Aviva Life.

Why Is Term-UL Cheaper Than Term?

Why are hybrid term-UL policies consistently cheaper than their traditional term counterparts?

Sales Tip #13: Flexible Funding Options for an IUL Retirement Supplement Case

This sales tip will describe a flexible funding option that you may not have encountered before, but could be a great fit for certain situations.

Sales Tip #8: Build a Successful "COI" Referral System

Find out why most agents don’t get more referrals from their "Centers-of-Influence." Learn how to maximize your COIs and get the referral results you deserve.

Sales Tip #22: 4 Questions Insurance Agents Are Asking About LinkedIn

This is a high-level introduction to LinkedIn, who is using it, why you should check it out and how to get started.

3 Wealth Transfer Strategies Using RMDs - Part I: Offsetting Income Taxes

Learn how to take unwanted RMDs to fund a life insurance policy that will help offset the income taxes beneficiaries will owe when the IRA is transferred to them.

3 Wealth Transfer Strategies Using RMDs - Part III: Creating Multi-Generational Wealth

Baby Boomers will transfer more wealth than this country has ever seen. Much of it is accumulating in tax-deferred accounts like IRAs and 401(k)s.

Top 5 Challenges When Selling Life Insurance

In their 2011 Life Insurance Market Study, Agent’s Sales Journal and the LIFE Foundation asked agents to list the main challenges to selling life insurance.

Six Questions Life Agents Should Ask Themselves

Here are six questions life agents should ask about the market they're targeting, the solutions they're proposing, and their approach to building sales.

The Single-Premium Life Wealth Transfer Cross-Sell

Look no further than your existing Medicare Supplement clients for the perfect “lead program” for identifying suitable candidates for wealth transfer products.

Pension Maximization Using Universal Life Insurance

Utilizing a Pension Maximization Strategy can offer your clients the best of both worlds.

Indexed vs. Variable Life: Choosing the Right Product for Your Clients

IUL is similar to VUL in that the cash value of the product is linked to the stock market, but that’s where the similarities end.

20 Tips to Maximize Your Book of Business

SMS has listed 20 ideas to help you not only increase client retention, but also cross-sell and up-sell your current clients and generate more referrals.