News and Updates
Showing results for:
Make Sales to Seniors While Eliminating a Gap in Medicare Coverage
Medicare doesn’t provide coverage for most dental care procedures. That’s why it’s important for agents to cross-sell dental insurance options designed to fit this particular market. This article highlights one exclusive solution that’s well-suited specifically to seniors.
The Annuity Review: How a Simple Process Can Uncover Opportunities for Clients and You
The SMS Financial Solutions Annuity Review Process uses our expertise and industry-leading technology and tools to review any annuity contract to see if you can provide clients better death benefits, lower fees or increased income.
2 Simple Ways to Differentiate Your Insurance Practice
In a world where so many insurance professionals offer the same products and services as everyone else, it’s important to uncover avenues that help your practice stand out. This article focuses on just two ways that Senior Market Sales® (SMS) encourages practice differentiation for increased client loyalty and greater sales potential.
Increase Medicare Sales Opportunity by Offering MSAs
What are Medicare medical savings account (MSA) plans? Why should agents consider adding them to their portfolio mix? This article provides answers.
How 1 Carrier's Technology Can Streamline Your Dental Sales Process
Dental agents who embrace new technologies expand their opportunity to save time, make more money and differentiate their business from the competition. Ameritas makes it easy to embrace its technology. They’ve developed hyperlink and QR code features that allow clients to consider your sound advice and then self-enroll in the dental plan of their choice.
SMS Has You Covered for Call Recording This AEP
The Centers for Medicare and Medicaid Services (CMS) mandated a new ruling that includes a call-recording component for call centers and brokers. This requirement will go into effect October 1, 2022. Agents who don’t comply will find themselves subject to enforcement. This article provides some excellent solutions to help agents comply with these new regulations.
How Insurance Agents and Financial Professionals Protect Both Business and Reputation
Sometimes, producers inadvertently omit a vital piece of information regarding recommended products. Other times, clients either aren’t paying attention, or they misunderstand a crucial fact about what the proposed solution will or won’t do. When communication breaks down, the results can be disastrous. Clients may sue for negligence. If that happens, it can be a costly venture for the producer in terms of financial loss and reputation. Fortunately, producers have a way to hedge against some of this risk.
Social Security Webinars to Build Your Business
With these on-demand webinars, you can learn how to grow your business by helping clients with one of their biggest decisions in retirement – when to claim their Social Security benefit.
A Proven Way to Differentiate Your Insurance Practice
Adding ancillary products to your portfolio is a relatively easy way to expand your product offering and differentiate yourself from the competition. What are ancillary products? How can you use them to gain sales? This article strives to answer these questions.
6 Tips to Prepare for Annual Election Period (AEP) Success
When it comes to AEP, the best agents are those who make the most of each available hour. Senior Market Sales® (SMS) is here to help you boost AEP production opportunities with six tips for saving time, making more money and putting your business in a position of distinction.
Why Senior Market Sales Is the Best Field Marketing Organization in the Insurance Industry
Choosing a field marketing organization (FMO) is one of the most important decisions you’ll make as an independent insurance agent or retirement planning advisor. Whether you’re new to the search or already working with Senior Market Sales® (SMS) for parts of your business, here’s why SMS is considered the best FMO in the industry for all of your business.