Senior Market Sales, Sales Forum

Sales Forum Summer Series

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).

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August September

Products and Trending in Medicare Market

Products and Trends in the Medicare Market

Tuesday, Aug. 3, at 10:30 a.m. CT

Presenters: Sean Pekarsky and Craig Taylor

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.

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Partial Roth Conversions

Partial Roth Conversion: The Road to Tax-Free Income

Tuesday, Aug. 17, at 10:30 a.m. CT

Presenter: Mitch Anderson

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.

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More people for AEP

How to Prepare and Get in Front of More People for AEP

Tuesday, Aug. 31, at 10:30 a.m. CT

Presenters: Craig Taylor and Sean Pekarsky

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Technology to Help You

Technology to Help You Succeed During AEP

Tuesday, Sept. 14, at 10:30 a.m. CT

Presenter: Sean Pekarsky

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taxes-today-taxes-tomorrow

Taxes Today, Taxes Tomorrow: How to Help Clients Use Tax Advantaged Solutions

Tuesday, Sept. 21, at 10:30 a.m. CT

Presenters: Andrew Herrera

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.

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Bringing Health and Wealth Together

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.

 

Health

Senior solutions, marketing, technology and back-office support to help our producers succeed in the retirement health market.

 

Wealth

Financial solutions, sales concepts, planning tools, and best practices aimed at helping agents uncover planning opportunities.

 

Practice Management

Go beyond product to focus on prospecting, technology, cyber security, and strategies to help agents build a better practice.

Watch All the Recordings in One Place

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