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Why All the Buzz About Roth Conversions Now? Understand the Opportunity for Clients and Your Business

Converting money from a traditional retirement account to a Roth account is not a new strategy to help clients with retirement planning, but it’s experiencing a renewed sense of urgency. Here's why and what this opportunity means to insurance and retirement planning professionals.

A Partner That Rewards You for Your Business

Senior Market Sales® takes the time and makes the effort to ensure that its agent partners experience a symbiotic relationship. To put it simply, the more you do business with SMS, the more you will receive in terms of rewards. Here’s just a sampling of what SMS offers in that regard. 

Senior Market Sales Expands Offering to Include Financial Advisory Services with RIA Sequent Planning

Senior Market Sales has acquired Sequent Planning, a registered investment adviser (RIA), to provide additional opportunities for insurance and retirement planning professionals as the industry has moved toward a higher standard of care and more holistic planning.

A Solid Platform is Key to Medicare Insurance Sales Success

When it comes to the Medicare insurance industry, agents who have a strong platform are those most likely to see the greatest success. Coordinating and managing the various aspects of the job can be daunting, and the reason that some fail. Conversely, many who succeed are those who utilize the tools available to streamline their business for maximum productivity. This article looks at some of the valuable tools available to Medicare agents.

Want Leads, Happy Clients, Referrals and Growth? Social Security Planning Has It All

The baby boom retirement wave is here, and that means hundreds of thousands of potential clients asking, “When should I file for Social Security?” If you aren’t helping answer this question, you’re missing out on one of the biggest opportunities to grow your business. With the right support and technology, incorporating Social Security planning  into your existing practice can be simple and can produce both immediate and long-term, sustained growth.

Two Tools for Post-Pandemic Medicare Sales Success

Even after the pandemic, agents will need a way to continue meeting with clients the way they prefer to meet. Fortunately, Senior Market Sales® (SMS) has technology solutions in place to ensure you can make Medicare sales in a variety of in-person and virtual environments. This article highlights two of these tools, Lead Advantage Pro® and Medicare Insurance Direct® (MID).

The Growing Importance of Technology to Your Business

Have you struggled to adapt your business amid the COVID-19 pandemic because of subpar technology or your own technophobia? The necessity of technology to advisors during the pandemic has highlighted its many benefits and possibly cemented its role in how the industry will operate moving forward. 

What Annuity Agents Need to Know About the New Best Interest Standard

Senior Market Sales® (SMS) is committed to ensuring suitable sales practices when recommending annuity products to consumers and to supporting the fair and equitable treatment of our insurance customers. To that end, SMS has compiled this executive summary of recent revisions and actions to the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation (Model #275). These revisions encompass new producer training requirements, updated carrier forms and revised recordkeeping necessities.

Understanding the Latest COVID-19 Relief Legislation

The Consolidated Appropriations Act of 2021, signed into law on Dec. 27, 2020, includes $900 billion earmarked to individuals and small businesses impacted by the coronavirus pandemic. Here are some of the key provisions of the legislation.

COVID-19 Fuels Demand for Life Insurance, But Are You Selling the Old or New Kind?

The coronavirus disease (COVID-19) has forced people to consider their own mortality, resulting in increased interest in life insurance. But if you’re not up-to-speed with the “new” kind of insurance, you could be missing out on sales and providing additional benefits to your clients. 

Tragic COVID-19 Stories Out of Nursing Homes Could Increase Demand for Long-Term Care Planning, Especially At-Home Care

The heartbreaking stories and high death toll at nursing homes due to the coronavirus disease (COVID-19) may be changing the public’s perception in ways that could signal higher demand for long-term care planning and products, especially solutions for at-home care.

Webinar: Promoting Your Practice Virtually

Learn how social media and tools such as Zoom and GoToMeeting can help you promote your services.
 

Webinar: Reaching Prospects in the New Environment

Adapt your prospecting tactics so you can continue to grow your business, despite today’s challenges.

Senior Market Sales Service Update

Senior Market Sales® (SMS) wants to assure all of our producers and carrier partners that although we may be operating differently, we are committed to the same service standards to which you have been accustomed.