Financial Brokerage

The fifth, and final, step in Medicare Annual Enrollment Period readiness is getting Ready to Sell (RTS) status. Once you've completed all required training and submitted necessary documentation, the carrier will issue your Ready to Sell (RTS) status. This allows you to begin marketing and enrolling clients.

Are you an insurance professional interested in selling MA, Part D, MS plans? Call us today! 800-397-9999

The Medicare Annual Enrollment Period (AEP) is rapidly approaching. If you are an agent interested in selling Medicare Advantage (MA) or Part D prescription drug plans, now is the time to get certified and become ready to sell. Please note that Medicare Supplement (MS) plans do not require certification.

Are you an insurance professional interested in selling MA, Part D, MS plans? Call us today! 800-397-9999

As Annuity Awareness Month comes to an end, reemphasize to your clients the many benefits that come with including an annuity in their retirement and legacy plan. Stable and guaranteed income provide financial security, allowing your clients to enjoy their retirement worry-free.

Are you a financial professional wanting to learn more about annuities? Call us today! 800-397-9999

Extended care expenses can easily deplete retirement assets, damage retirement income, and impair lifestyle. This can include qualified funds your clients have worked hard to build over their working years. However, your clients can leverage a portion of their qualified assets to create stronger LTC coverage using an immediate annuity. The taxable distribution from the immediate annuity creates a premium to pay for tax-free LTC coverage, providing your clients with the protection they need.

Are you a financial professional wanting to learn more? Call us today! 800-397-9999