• Steps to Take When Sending My PEPAW PURL to a New/Future Client
• Using Integrity Exclusive Technology

This overview video of the Integrity sales and marketing systems feature game-changing technology that’s simple and easy to use. A powerful platform with enrollment tools, CRM, Learning Center, CMS call recording solutions, and more!

Detailed Training Videos on the Integrity Suite of Solutions

• • • Agency Technology Training Videos

• Register to be a Retirement Realized Architect
• Book a call with Retirement Realized now!

Retirement Realized is the #1 destination for annuity agents looking to grow and scale their financial practice!

We believe in our partnership with Retirement Realized, and the results that they produce, so much so that we’re willing to cover the cost of the training for you! We will Co-Op 100% of the cost of the Retirement Realized Agents’ Academy for agents who are contracted with Senior Marketing Specialists.

Their training platform includes training videos, face to face and virtual Annuity Sales systems, online resources, and more. Your Retirement Realized Agent Membership will give you access to the resources you need to succeed in the annuity business. 

This is an opportunity you can’t afford to miss.

• Client Intake Form
  • Watch THIS VIDEO to learn how to use our client intake form to maximize your annuity process.
• Annuity Email Templates
• Are You in The 55 Percent Agent – Fillable Flyer
• Concerned About Outliving Your Retirement Savings – Fillable Flyer

How to Hire/Scale

• Interview Script for Recruiting
• Hiring & Retaining Agents – Video
• How to Scale Your Business –Video
• Questions to Ask Before Hiring
• Adding a Downline Agent
• Background Check Your Employees
• Steps to Become a Licensed Agent

HR Resources

• Organizing and Managing Your Sales Force
• Tips for Creating Your Employee Handbook
• How to Maximize an Agency Assistant
• Weekly 1 on 1 Template 
• Employee Goal Meeting Whitepaper
• Goal Meeting Wheel Example
• Tasks CSR Can Handle at Agent’s Office
• W2 vs 10-99
• W-2 Vs 1099 Workers: Understand the Difference Before you Hire

Training

• SMSU Agency Training Videos
• Agency Technology Training Videos
• SMSU Medicare Courses
• Medicare Industry Insider Playlist
• DSNP Training
• AEP Training Resources

For the Agent that must be in the know, Medicare Industry Insider discusses critical insights, noteworthy trends, and upcoming issues in the Medicare market. Deciphering and debating the legislation, regulation, and what is happening in the market, Chalen Jackson and Rachel Brammeier talk shop and dive deep to make these complex topics understandable and actionable. If you’ve ever wondered where the world of Medicare is going and how to prepare for the future, Medicare Industry Insider is the resource you have been looking for.

• Sales Appointment Checklist
• Register to be a Retirement Realized Architect

Cross Selling Guides

• Cross Selling – Dental, Vision & Hearing
• Cross Selling – Home Health Care
• Cross Selling – Hospital Indemnity

SMSU Cross Selling Resources

• Cancer Plans
• Dental
• Final Expense
• Home Health Care
• Hospital Indemnity Plans

Seminars In A Box – Senior Marketing Specialists has pre-built, compliant seminars and tools you can use to hold your event. 

LeadingResponse & Senior Marketing Specialists have partnered to fill your pipeline with qualified prospects!  As time goes on and Medicare marketing continuously changes, your business strategy should too! LeadingResponse has the experience, knowledge, and expertise to get you interacting with the right prospects in the right way, at the right time. Click the image above and sign up for a FREE consultation to learn more!

• Basic Compliance Requirements Checklist for Agency Owners  

• Getting Starting with Cancer Plans

Queen of the Bundle Powerpoint