Listen To An Exclusive Interview With Roger Ibbotson
Listen To an Exclusive Interview With Roger Ibbotson
Renowned economist Roger Ibbotson recently sat down for an interview with Senior Market Sales (SMS)®. He shared insights on how retirement planning professionals can help their clients mitigate retirement risks. His research shows why uncapped fixed indexed annuities (FIAs) outperformed bonds and could continue to do so in the future. It's time to put his expertise to work for your clients.
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AICOE<sup>®</sup> Offers Easy and Compliant Way to Enroll Clients Online
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AICOE® Offers Easy and Compliant Way to Enroll Clients Online
Are you using agent-initiated consumer online enrollment (AICOE®) yet? This CMS-compliant, online Medicare Advantage and Part D enrollment process is exclusive to SMS and approved for most major carriers. One agency has already enrolled more than 550 clients using AICOE, and they're just getting started. Start using it now to make your Annual Enrollment Period even better.
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. 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.
Sales Idea: Use Hybrid Long-Term Care Insurance as an Estate-Planning Tool
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A Month to Reflect: Are You Dropping the Ball With Long-Term Care Planning?
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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.
Be Like Bill — Use e-App
Have you met Bill? He used to make errors on his applications and get frustrated while waiting to get paid. Now he uses e-App for his Medicare Supplement applications, and his business is better. He has current applications and rates, makes fewer errors and gets paid faster. Don't you want to be like Bill?
Be Like Bill — Use e-App
Watch Bill's Story

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