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How This 'Napkin Presentation' Can Help You Sell More Life Insurance
Business owners are multifaceted when it comes to life insurance. Not only are they concerned with their own insurance needs, but also those of their...
Surprising Ways to Fund Long-Term Care to Protect Clients’ Assets (and Your AUM)
If you still think long-term care (LTC) planning solutions are limited to traditional LTC insurance, you could be in trouble. That dated thinking...
Nextek: Your Hub for Client Updates, Data Entry, and Case Analysis
Stay one move ahead of your competition by utilizing Nextek, a total business management system designed specifically for financial service...
Help Protect Your Clients’ Legacy
Learn more about the Land As Your Legacy® program with these resources from Nationwide.
How Nextek’s Virtual Advisor Can Help You Better Manage Your Business
A financial planning tool designed for the financial services industry. This is more than just a CRM, it’s a total business management tool.
AEP 2025 Carrier Rollout Recap
Join us as our team goes over key updates to plans with HCSC, Humana, and more for the 2025 plan year. You will also learn how Senior Market Sales®...
Use Automation Before, During, and After AEP to Make More Sales
Aaron Kassover, founder of AgentMethods will present ways you can use automation to be more efficient and increase renewals.
AEP 2025 Carrier Rollout Recap
Join us as our team goes over key updates to plans with Humana, Elevance and UnitedHealthcare for the 2025 plan year.