News & Updates


Showing results for:


20 Tips to Maximize Your Book of Business

SMS has listed 20 ideas to help you not only increase client retention, but also cross-sell and up-sell your current clients and generate more referrals.

SMS Agents Make Historic First Sales Using iPad App

The Medicare Advantage industry made a historic technology leap this AEP when SMS agents in Rockford, IL, completed the first MA enrollments using an iPad app.

3 Wealth Transfer Strategies Using RMDs - Part I: Offsetting Income Taxes

Learn how to take unwanted RMDs to fund a life insurance policy that will help offset the income taxes beneficiaries will owe when the IRA is transferred to them.

3 Wealth Transfer Strategies Using RMDs - Part III: Creating Multi-Generational Wealth

Baby Boomers will transfer more wealth than this country has ever seen. Much of it is accumulating in tax-deferred accounts like IRAs and 401(k)s.

3 Wealth Transfer Strategies Using RMDs - Part II: Eliminating Income Taxes

Learn how to leverage unwanted RMDs to fund a life insurance policy and transfer an IRA as a charitable gift in order to eliminate income taxes on qualified money.

Top 5 Challenges When Selling Life Insurance

In their 2011 Life Insurance Market Study, Agent’s Sales Journal and the LIFE Foundation asked agents to list the main challenges to selling life insurance.

Six Questions Life Agents Should Ask Themselves

Here are six questions life agents should ask about the market they're targeting, the solutions they're proposing, and their approach to building sales.

The Single-Premium Life Wealth Transfer Cross-Sell

Look no further than your existing Medicare Supplement clients for the perfect “lead program” for identifying suitable candidates for wealth transfer products.

Primary Medical Coverage Travel Insurance for Your Ski Trip

Easily avoid out-of-pocket expenses by purchasing a Primary Coverage/No Deductible travel insurance plan.

HHS Awards Grants $220 Million in Grants for Health Insurance Exchanges

Thirteen additional states were awarded federal grants to help them create private health insurance marketplaces.

Are Annuities Really Only Sold and Not Bought?

In a recent study, two-thirds of advisors reported that clients are taking the lead and asking about annuities, rather than the advisor bringing up the idea.

Lost or Stolen Baggage Protection...and Its Limitations

The majority of travel insurance plans have specific per-item coverage limitations.

An Agent's Guide to Developing a Marketing Plan

Developing a marketing plan will help you establish exactly who you are, who you are trying to reach and what you are trying to accomplish.

New Online Enrollment Process for Medicare Clients

Senior Market Sales is proud to introduce an easy and compliant way to help your Medicare Advantage and Part D clients enroll online.

International Medical Insurance vs. Travel Medical Insurance ... Which Plan Would You Recommend?

The answer to this question depends on a few factors, such as the client's age, length of the trip, and benefit level desired.