This year’s Annual Election Period is kicking off, marking the busiest and most important time in our profession. Every year is a little bit different, and 2016’s AEP has a few important factors for consumers to consider.
In this issue: Mutual of Omaha Adjusts Prices, LTC Hybrid Case Study Video, Hurricane Matthew Shows Need for Travel Insurance
Watch this brief SMS Technology Tour to learn how to quickly and easily generate quotes and access materials from a variety of carriers by using the Lead Advantage online portal.
Watch Tech Tour on Using the App-by-E-mail® Feature
Offering a comprehensive senior product portfolio, the industry’s best technology tools, outstanding service and proprietary marketing programs, we support every facet of an agent’s business.Why SMS?
30,000+ agents under contract
Top contracts with national, A-rated carriers
The industry’s best technology and tools
We offer real solutions that help you reach more prospects, get more referrals and, ultimately, grow your practice. Our consultative approach to helping our advisors means we let the problem dictate the solution.View carriers
Patent-pending retirement planning tools and processes
Multiple live and electronic training opportunities
Established and successful marketing programs
Many MGAs have found SMS to be the business partner to help them succeed. We offer full back-office support, including contracting, certification, supplies and new business status. Our credibility with carriers means you can turn to us to help resolve problems with clients and/or commissions. We do not recruit your agents nor use your client records for anything other than to support your efforts.
Incentive trips open to MGAs
Your own online contracting portal
Proprietary enrollment methods
SMS subsidiary Futurity First has the flexibility to meet the needs of advisors at every stage of their careers. With an unparalleled choice of product and investment solutions, Futurity advisors are able to provide independent planning strategies and recommendations to their clients.Request Information
20 branch offices throughout the U.S.
Proprietary marketing and lead programs
Unparalleled advisor support
Lucrative compensation plan
Health care and health insurance are no longer seen as separate from financial planning. More than any other company, Senior Market Sales is helping agents and advisors service their clients’ health and wealth needs in retirement.
Our software and tools are designed to help you manage and simplify your practice, save time, eliminate mistakes and make your business stand out among the crowd.
Today’s client demands convenient, concierge-like treatment, and the new fiduciary rule requires detailed documentation and attention to clients’ best interests. To be successful and sustainable, the retirement planning practice of the future must carefully cultivate clients and expertly fine-tune its process. Attend this half-day session to learn how to articulate your value, create referral-generating advocates, and refine your existing business model to a sustainable and scalable model that complies with the fiduciary rule. See how the right foundation, techniques and tools will promote new, exciting areas of growth for years to come.
Dan in Michigan
Derrick in New Jersey