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Cigna-HealthSpring 2017 Rules of Engagement Handbook

Cigna-HealthSpring 2017 Rules of Engagement Handbook

UnitedHealthcare 2018 Certification User Guide

To solicit, present or sell any products in the UnitedHealthcare Medicare Solutions portfolio (may include plans branded UnitedHealthcare, AARP, Medica HealthCare Plans, Preferred Care Partners, or Sierra), you must be licensed and appointed (if applicable) in the state in which the consumer resides and certified in the product(s) you are presenting to and/or enrolling the consumer. To become certified for the plan year, you must complete all the prerequisite tests and the individual product test(s) for the product(s) you wish to sell.

Aetna-Coventry 2018 Certification User Guide

Individual Medicare producers Certification user guide. Your first step in becoming certified to sell Aetna’s Medicare products is to register on the site.

UnitedHealthcare 2018 DSNP Plan Launch Events

Join us to learn how the average national retention on our DSNP plans is 4.6 years, get information about our year round aggressive sales opportunities awaiting you and more.

Answers to Commonly Asked Social Media Questions

If you’re thinking about using social media, you probably have questions about how to start. A social media strategist at SMS provided some answers to the questions they’re most frequently asked by agents.

6 Reasons to Write Single-Premium Life

Now is a great time to write single-premium life. There is tremendous opportunity in helping preserve a client's legacy. Here are six reasons to talk about single-premium life with every qualified prospect. 

Using the "Saw-Tooth" Strategy to Cut RMDs for Clients

Certain fixed indexed annuity solutions can offer a crediting strategy that cuts RMDs. Introduce the saw-tooth strategy to clients and help them keep more funds in qualified accounts.

Fiduciary Responsibility and LTC Solutions

At SMS we have a dedicated LTC planning team that looks at each case independently to develop the right solution based on the client’s objectives.

The Kind of Clients Who Love IUL

An indexed universal life (IUL) policy offers clients upside potential, guards against downside risk and provides tax benefits.

GPM custom e-App process

In this video you will learn using the GPM custom e-App process

Want To See Where Your Clients and Prospects Are? There's an App for That

The prospect mapping function from infofree.com puts useful information in the palm of your hand. An exclusive offer through SMS can get you this capability at a discount. 

Add Your Listing to the Online Medicare Supplement Agent Directory

Make it easy for consumers to find you. Add your listing to the Medicare Supplement Insurance Agent online directory provided by the American Association for Medicare Supplement Insurance. 

Get Aetna Part D Leads at No Cost

Aetna and SMS have partnered to get you FREE PDP leads. 

DOL Delays Fiduciary Rule

The Department of Labor has announced a 60-day extension of the implementation of the fiduciary rule. Advisors will be treated as fiduciaries beginning on June 9, 2017 rather than April 10, 2017 as originally scheduled.

The New Life Insurance: Benefits While Clients Are Still Living

Your clients do not have to die to take advantage of their life insurance. With an Accelerated Benefits Rider (ABR), they can get a portion of their benefit if they have a terminal, chronic or critical illness. Start offering the NEW life insurance and give your clients options.