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As the abundance of information and advances in technology empower consumers to confidently manage their own financial investments, returns-focused financial professionals must shift to a more relationship-focused practice.
The Sales Forum features a combination of main stage and breakout sessions delivered by industry experts, top producers and representatives from our carrier sponsors.
Great news! Senior Market Sales' agent E&O insurance program will renew on September 1 with no premium increases since 2009!
SMS is the IMO for tomorrow’s agent. Our tools and technology are designed to help you save time, eliminate mistakes and make more sales during the busy AEP.
The Medicare Advantage industry made a historic technology leap this AEP when SMS agents in Rockford, IL, completed the first MA enrollments using an iPad app.
Developing a marketing plan will help you establish exactly who you are, who you are trying to reach and what you are trying to accomplish.
According to a recent study, 51% of pre-retirees and retirees had not been contacted by any kind of retirement professional in the last year.
Responding proactively to a crisis will calm client fears and reinforce your value as an advisor. Learn how to build your crisis communications plan.
One well-known strategy for creating a steady income stream is annuity laddering or buckets.
Agents need to be aware of some of the tactics carriers use to make their commission rate look more attractive without really paying more.
Over the last several years, many states have begun to specifically define what agents must consider when selling annuities — especially to seniors.
What do you do when someone isn’t ready to buy right now?
Even if you do nothing else online, as a business-owner, you have to have a website. People expect a legitimate, successful business to have a website.
What if you could spend the majority of your time offering solutions for people with similar needs? By engaging in Precision Marketing, you can.
Many agents get so caught up in just getting new leads in the door that little consideration is given to how they should be handled once they have them?