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How to Expand Medicare Sales Potential Without Spending Additional Money
Reach clients in 2023 that were simply out of reach last year, and do it without spending any additional marketing funds. How? Senior Market Sales...
Life After AEP
The weeks and months after the Annual Election Period (AEP) can be a welcome respite, but what if you used this time to sell a needed product to the...
Secure Act 2.0
Are you prepared for the sweeping changes of Secure 2.0? The Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act of 2022, which...
The Rise of the Fixed Indexed Annuity
The fixed indexed annuity (FIA) is thriving. Even with a sales dip early in the COVID-19 pandemic FIAs regained momentum, and industry experts...
Social Security Webinars to Build Your Business
Learn how to grow your business and help your clients with these on-demand webinars.
CirrusView Report Sample
Get the reports that can help you stand out from the competition.
Client-Facing Resources for Life Insurance Awareness Month
Resources curated from Life Happens to help you show the value of life insurance to clients.
The Retirement Tax Time Bomb is Ticking
Show your clients how to keep more of their money in retirement through savvy tax-efficient planning that also will grow your business.
Start Cutting RMDs Using the Saw-Tooth Strategy
Learn about this unique crediting strategy that can reduce RMDs.
8 Tips for a Lead-Generating Seminar
Educational seminars can be a powerful prospecting tactic — but only if done well.
Annuity Sales Kit
Learn how to successfully start the conversation and position the solution to your clients.
Annuity Planning Kit
Learn how annuities can solve your clients’ retirement challenges.
Intro to Annuities - A Starting Point for Success
The ideal annuity client is already your client. Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a...
The Journey: Showing Clients the Way, Not Just Returns
Get the guide that explains how refining your process will generate ideal clients who understand your value and fuel your business.
LTC Planning Kit
The road map to protect your clients' retirement and their families' well-being.