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Showing results for: LTC


On-Demand Webinar: Addressing Long-Term Care with Income ArchiTech

November is Long-Term Care Awareness Month, making it the right time to begin addressing your clients' LTC needs for retirement. 

Sales Idea: Use Hybrid Long-Term Care Insurance as an Estate-Planning Tool

The increasing consumer appeal of newly designed long-term care (LTC) insurance is creating opportunities for insurance and retirement planning professionals, and new technology is showing consumers how LTC insurance can be used for more than just long-term care — it can be used to protect their estates.

A Month to Reflect: Are You Dropping the Ball With Long-Term Care Planning?

No matter what type of retirement planning professional you are, you’re in a position to help educate clients on the risks of failing to plan for long-term care. November is Long-Term Care Awareness Month, and we’ve gathered resources to help you. 

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.

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. 

Begin the Extended Care Discussion with Your Clients

Have you wanted to start talking about protecting your clients’ retirement income and assets, but weren’t sure how to have the conversation? SMS can help you initiate and complete the planning process.

Connecting the Dots to Protect Retirement

The need for extended care is too often an overlooked concern in retirement planning. Show clients how to connect this important "dot" to complete their plan. 

LTC Case Development Worksheet

LTC Case Development Worksheet including a Health Conditions and Medications explanation and Medical Screening Questionnaire.

Fiduciary Responsibility and LTC Solutions

At SMS we have a dedicated LTC planning team that looks at each case independently to develop the right solution based on the client’s objectives.

Get Social With SMS

Discuss issues that are important in the senior market, ask questions, and get immediate access to SMS content and insights by following SMS on social media.

EssentialLTC from National Guardian Life

Senior Market Sales is excited to introduce EssentialLTC, a unique new long-term care insurance (LTCi) plan from National Guardian Life (NGL), in partnership with LifeCare Assurance Company. EssentialLTC is available in most states as of July 18, and agents are getting contracted and ready to sell immediately.