The popular, information-packed Sales Forum comes to you this summer in a series of virtual live webinars. Get important updates on products, tools and best practices to help you grow your practice in the health and wealth markets. Spread over three months—July, August and September—the Sales Forum Summer Series gives you exclusive industry insight into everything from tax-efficient retirement planning strategies to what’s new and now this upcoming Medicare Annual Election Period (AEP).
As clients transition into retirement, they face key decisions regarding the income they’ll pull from retirement accounts and Social Security and where to take money from first. Nationwide's Tax-efficient Retirement Income (TERI) program provides guidance that can help extend a retirement portfolio, lower taxes and improve what’s passed on to heirs.
In this webinar you will learn about the different trends to expect during AEP and about proprietary products including US Fire, Federal Life and Protector Plus Dental. You will also learn about a variety of opportunities to cross-sell during AEP. It is more than Medicare sales.
Tax brackets are at historical lows and the federal deficit continues to grow … where will taxes be in the future? Learn how to have the discussion with clients about tax efficiency and if it makes sense for them to consider Roth conversions. Roths grow tax-free, with no RMDs, and distributions are also tax-free. Hear about product solutions that allow partial Roth conversions.
With baby boomers entering Medicare eligibility, the demand for experts in this field has increased. Join Sean Pekarsky and Craig Taylor, to learn about AEP Central, retail opportunities and Client Stream. Also, gain an overview of Economic Innovation Group (EIG) and direct mail through United States Postal Service.
Join Sean Pekarsky to learn about the technology that will help you being successful during AEP. Learn the top features agents use in Lead Advantage Pro; the next evolution in sales management tools. Also gain an overview of 2022 Medicare Insurance Direct sites.
This session will focus on the current tax environment today as it relates to personal income taxes and estate taxes. We will also discuss projected tax reform and where taxes may be headed in the future. Most importantly the session will cover how producers can help their clients utilize tax advantages strategies to protect and build wealth.
Join Steven Sommer, from Securian, to learn how to help clients accumulate tax-free income, prepay their retirement taxes and protect their assets against LTC expenses. Also, learn how Securian is uniquely qualified to support your needs with different strategies and products.
Senior Market Sales® (SMS) is nationally recognized for its integrity, experience and the most comprehensive suite of solutions, products, technology, and service, and we’re intensely dedicated to your success.
Senior solutions, marketing, technology and back-office support to help our producers succeed in the retirement health market.
Financial solutions, sales concepts, planning tools, and best practices aimed at helping agents uncover planning opportunities.
Go beyond product to focus on prospecting, technology, cyber security, and strategies to help agents build a better practice.