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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.
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.
What are Medicare medical savings account (MSA) plans? Why should agents consider adding them to their portfolio mix? This article provides answers.
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.
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.
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.
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.
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.
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.
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.
Senior Market Sales® (SMS) has developed and released Client Stream® Lead Exchange, a revolutionary lead acquisition platform. With Client Stream Lead Exchange, participating agents are given the freedom to choose their price point, the type of leads they want and when they want to receive them.