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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.
New To Medicare Tutorial Series
With baby boomers entering Medicare eligibility, the demand for experts in this field has increased. That’s why Senior Market Sales® (SMS) developed the exclusive New to Medicare tutorial series. With knowledge gained through these tutorials, agents can enter the lucrative Medicare markets with confidence, knowledge and viable client solutions.
The SECURE Act: Are You Ready?
On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.
3 Reasons to Conduct Educational Workshops
Check out three reasons insurance and financial planning professionals should embrace educational workshops and how Senior Market Sales can help.
Helping Your Clients Through Volatility
Market volatility provides an opportunity for insurance and financial planning professionals to show their value to clients. Senior Market Sales can help you educate clients about market risk and offer solutions to lock in their gains — before the downturn.
SMS Offers a Solution to Medicare.gov's Prescription Drug List Policy Changes
Have you heard the news? As of October 1, 2019 agents will no longer be able to access prescription drug lists for their clients on Medicare.gov using the new Plan Finder. This represents a significant change, making the process of obtaining this information more difficult, and less pertinent even if it is obtained. Consequently, agents who use the site for that purpose and fail to adjust their procedures, will likely see their MA-PD and Part D sales suffer.
Manufacture Time and Make More Sales this AEP Season
In this webinar, presented by Senior Market Sales® (SMS) Vice President of Med Solutions Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, you’ll discover how FREE proprietary technology solutions from Senior Market Sales® can create more time for you to close more sales.
Why Every Advisor Needs to Know About NY Regulation 187
Because New York’s Regulation 187 is one of the first to be finalized in a tide of expected state “best interest” regulations, it could hint at what’s to come for producers elsewhere in the country. Learn more.
2019 Sales Forum: Peter Shankman & Steve Phillips
Thank you for attending the 2019 Sales Forum. We hope you enjoyed your time in Omaha and left with some new ideas, products or processes that you can implement in your business.
Prospects From Your Local Area
The Internet has global reach. But where do you sell? Your best prospects are local. So, put your web presence to work bringing them to you.
Understanding the SEC's New Best Interest Regulation and What's Ahead
Advisors and brokers making investment recommendations will soon face new federal disclosure and compliance requirements to act in their clients’ best interest, but insurance-only agents might also face new standards soon, too.
Building a Successful Marketing Campaign
Consistent lead generation can help make your business more successful. Well planned and consistent lead generation is the backbone of any great marketing plan.
Importance of Consistent Marketing
In a world where it's becoming harder to get people's attention, do not underestimate the power of direct mail marketing. It continues to provide excellent return on investment for lead generation in the senior market. It can serve as the backbone of a multi-channel marketing plan.