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Converting money from a traditional retirement account to a Roth account is not a new strategy to help clients with retirement planning, but it’s experiencing a renewed sense of urgency. Here's why and what this opportunity means to insurance and retirement planning professionals.
Humana's D-SNP and Veterans Training Bootcamp
Increase sales while helping an underserved population by attending a two-hour Dual Eligible Special Needs (D-SNP) and Veterans Training Bootcamp webinar, presented by Humana.
Want a Lead-to-Appointment Conversion of 60 to 70%? Here Are 4 Secrets to Virtual Workshop Success
Eight months into the pandemic, the majority of White Glove educational workshops are conducted virtually – and with many advisors reporting the same or greater success as in-person events. This industry leader and Senior Market Sales partner shares four secrets to virtual workshop success.
How to Do a One-On-One Virtual Meeting With a Client
Because of current world circumstances, meeting with your clients face-to-face can be hard. With these virtual meeting tools, you are able to establish a face-to-face connection that will be easy for your client to join in on. Most of these tools have the ability to share videos, screens and documents, in real-time.
Senior Market Sales® Delivers Record-Breaking 2018 Results
Driven by service and technology, Senior Market Sales® experienced record-breaking success in 2018, with significant increases in virtually all lines of business.
Intro to Annuities - A Starting Point for Success
Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets.
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.
Breakthrough technology that automatically loads your clients' drug lists for them.
Answers to Commonly Asked Social Media Questions
If you’re thinking about using social media, you probably have questions about how to start. A social media strategist at SMS provided some answers to the questions they’re most frequently asked by agents.
Single Premium Solutions Life Insurance Planning Kit
Taking a few extra minutes to ask a few more questions at every appointment can lead to big results and help your clients enhance their legacy.
The Need for Speed: Why First Contact Matters For Internet Leads
Being first to contact an Internet lead will dramatically increase the chances of a conversion.
Factors to Consider During AEP 2016
This year’s Annual Election Period is kicking off, marking the busiest and most important time in our profession. Every year is a little bit different, and 2016’s AEP has a few important factors for consumers to consider.
Sales Forum: Sales concepts, case studies, and best practices to help you sell more
The popular, information-packed Sales Forum comes to you this summer in a series of virtual live webinars.
How to Increase Your LTCi Placement Ratios
You've taken the time to create a specific LTCi solution for your client and gone through the sales process, but then receive a decline notice. Now what?
Customer Testimonial: After Concussion, Travel Insurance Was Great
See how a concussion in Cyprus left one couple relieved to have travel insurance and how you can offer clients travel protection for easy commissions.