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).
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.
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.
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.