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Top Economist Ibbotson Endorses FIAs

A new white paper by Roger Ibbotson is a major endorsement of fixed indexed annuities (FIAs), urging advisors to consider them as an alternative in today’s low interest rate environment.

Department Of Labor Fiduciary Rule Update: Best Interest Standard Delay

The Office of Management and Budget (OMB) and the Department of Labor (DOL) have agreed to delay the Best Interest Standard until July 1, 2019. What does this mean for advisors?

12 Reasons To Sell Mutual of Omaha

Are you taking advantage of all of the great plans, rates, incentives and programs Mutual of Omaha offers? Here are 12 reasons why it’s good to sell Mutual of Omaha Medicare supplement plans to clients.

How to Improve Your Customers' Experience:  Implement a Structured Planning Process 

No matter the industry, everyone’s talking about the importance of the customer experience. But the insurance and financial planning industries especially need to pay attention, according to several trade publications reporting on critical trends in the new year.

Trends From a Record-Breaking 2017 AEP

Another Annual Enrollment Period (AEP) is complete. This year's record-breaking activity revealed insights about the direction of senior health marketplace, with lessons that can help your business grow.

5 = 1,000 With LCBA

You can earn a 1,000 piece mailer at no cost during AEP. 

Connecting the Dots to Protect Retirement

The need for extended care is too often an overlooked concern in retirement planning. Show clients how to connect this important "dot" to complete their plan. 

Case Study: Addressing Tough Rx Questions

Clients are sometimes faced with prescription drug questions and challenges that go beyond just considering a generic instead of a brand name. SMS has an in-house pharmacist that can help with challenging cases.

Six Tips for More AEP Success

Here are six tips to help you maximize your time, remain compliant and enjoy success during the Annual Election Period.

Be Like Bill: Use e-App

Watch this quick video and discover how using e-App can make your business better.

Understanding the 48-Hour Rule

The 2018 Medicare Marketing Guidelines have been published by CMS. We can help you understand changes made to the 48-hour rule, and how they apply to you. 

Social Media Dos and Don'ts

This enrollment season may be the exact right time to leverage social media, to increase your following and potentially generate leads. Here are simple “Dos and Don’ts” to help get you started.

Humana 2018 Medicare Advantage plans detail webinar

Recorded on Monday, July 24, 2017. See what Humana will offer with Medicare Advantage for AEP 2018. This webinar provides highlights of preliminary plan design, pending CMS approval. This webinar will help you stay ahead of your competition as the upcoming AEP is sure to be highly competitive.

Aetna-Coventry 2018 Medicare Advantage plans detail webinar

This webinar was recorded on Friday July 21. Aetna and Coventry are announcing plans to expand the number of counties they will be offering Medicare Advantage for 2018. This webinar provides highlights of the expansions as well as preliminary plan design in each of the markets, pending CMS approval. In addition, the Part D plan design were presented.

UnitedHealthcare 2018 Medicare Advantage plans detail webinar

Recorded on Friday, July 14, 2017, Senior Market Sales hosted a webinar to unveil preliminary plan designs, expansion markets, and certification instructions for UnitedHealthcare's 2018 MA-PD plans.