Looking Back Just 20 years, the landscape of technology has changed. Especially in the insurance industry.
Look how online carriers have transformed the way Property/Casualty and Life Insurance can be purchased. This online presence has created a highly competitive landscape for agents and brokers. So how does the agent and broker of the future become more up to date? It’s Simply using technology to your advantage just like these online carriers.
Technology has changed the way we market to people, communicate with clients as well as cross-sell other product lines
The overall impact to agents and brokers has shaken the amount of agents and brokers who are truly productive. If you are not embracing and incorporating technology, your future could be in jeopardy.
SSNA has incorporated technology platforms that will assist you in areas such as:
- Cash Flow Analysis
- Harvest Patterns
- Social Security
- Risk Mitigation
- Stress Tests
total® Social Security
Software that builds Social Security Planning into your Practice
- Time-saving features
- On-screen portfolio comparison
- Best-in-class algorithms
- Easy-to-explain reports
- Simple-to-use software
- Effective tax rate analysis
- Study expected income needs
- Understand required minimum distributions
- Bring all sources of income into the evaluation
- Estimate 10-20 years of expected tax
- App by Email®
- AICOE® – Facilitate your client’s MA-PD enrollment online
- RX Import
- Lead Disposition
- Customize User Roles
- Quote Multiple Products
If you are looking to Attract new clients, sell more of your core products and create additional revenue stream, please fill out the contact form below and one of our Area Representatives will contact you shortly.
There Is A Choice To Be Made...
Stay non-productive in your current markets.
Or stay in your current markets, however, incorporate SSNA's products and services to increase your bottom line. Focus entirely with SSNA and provide yourself with an incredible residual income year after year.