Market volatility provides an opportunity for insurance and financial planning professionals to show their value to clients. Senior Market Sales can help you educate clients about market risk and offer solutions to lock in their gains — before the downturn.
Have you heard the news? As of October 1, 2019 agents will no longer be able to access prescription drug lists for their clients on Medicare.gov using the new Plan Finder. This represents a significant change, making the process of obtaining this information more difficult, and less pertinent even if it is obtained. Consequently, agents who use the site for that purpose and fail to adjust their procedures, will likely see their MA-PD and Part D sales suffer.
With Annual Enrollment Period (AEP) 2020 just around the corner, Senior Market Sales® (SMS) addresses which is the best MA policy for clients — one structured as an HMO, PPO, or PFFS? This article compares these three plan structures so that you can provide value to your clients by helping them make a more educated MA plan decision.
If you are a Medicare Supplement agent, then you’re probably already aware that Jan. 1, 2020 is the date designated for the Medicare Access and CHIP Reauthorization Act of 2015 (MACRA) to take effect. But what does that mean exactly, and how does it affect your clients and your business?
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.
Dan in Michigan
Derick in New Jersey