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The Importance of Life Insurance in Financial Plans

Life insurance can be a critical part of a comprehensive retirement plan. New technology makes it easier to demonstrate this and position the right solution to your clients. 

Understanding Dual Eligible Special Needs Plans (D-SNPs)

Dual Eligible Special Needs Plans (D-SNPs), could be a good way to grow your existing Medicare business. Here are answers to questions commonly asked about D-SNPs. 

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. 

What Continued Industry Consolidation Means for Agents

Consolidation has been a trend in the health care industry this year. The health insurance and pharmaceutical industries are drawing closer to each other. What does this mean for Medicare agents? Get some answers.

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. 

Life Training 101: Lesson 3 -Making a Recommendation

This brief video will help you determine which life insurance product or combination of products can help your clients and prospects protect what they care about and achieve their financial goals.

Life Training 101: Lesson 2 - The Types of Life Insurance

This brief video will help you learn about the types of life insurance and where they fit based on the needs of your clients and prospects.

Life Training 101: Lesson 1 - The Purpose of Life Insurance

This brief video on the purpose of life insurance will help you identify opportunities for life insurance sales with your clients and prospects.

Legacy Safeguard Training Guides & Materials

In this first of eight webinars, we discussed the Legacy Safeguard Sales Training Guides, which cover marketing, selling and getting referrals. We also showed client resources, including brochures, worksheets, referral forms and presentation DVDs.

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.

MA-HI Wrap Around Tool Demo

Cross-selling Hospital Indemnity insurance can help fill the gaps in your clients' Medicare Advantage plan coverage.

White Paper - The Journey

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.

Department Of Labor Fiduciary Rule Update: Best Interest Standard Delay

The Office of Management and Budget (OMB) and the Department of Labor (DOL) have agreed to delay the Best Interest Standard until July 1, 2019. What does this mean for advisors?

12 Reasons To Sell Mutual of Omaha

Are you taking advantage of all of the great plans, rates, incentives and programs Mutual of Omaha offers? Here are 12 reasons why it’s good to sell Mutual of Omaha Medicare supplement plans to clients.

How to Improve Your Customers' Experience:  Implement a Structured Planning Process 

No matter the industry, everyone’s talking about the importance of the customer experience. But the insurance and financial planning industries especially need to pay attention, according to several trade publications reporting on critical trends in the new year.