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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.

Senior Market Sales Creates First-of-Its-Kind Lead Acquisition Platform

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. 

Local Agents Advertise Value Through In-Person Workshops

As a local insurance agent specializing in Medicare, how can you capitalize on your local status? How can you demonstrate to prospects that your knowledge and in-person accessibility equates to a better experience than what one might find with national call centers? Senior Market Sales® (SMS) offers a viable solution.

The 5-P Formula: Maximizing Your Business Results From Virtual Workshops With Frank Maselli

Virtual communication is here to stay. The advisors who conquer this new realm of client and prospect interaction will see success beyond imagining from three generations of clients who desperately need our help. Mastering the 5P Formula will give you a major advantage and increase the business success of your events.

Expand Market Opportunity With Technology Suited for 5-Star Plans

During these changing times, it can be a challenge to grow your Medicare clientele. While the competition is fierce, opportunity abounds with the proliferation of five-star plans.