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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.

Here's Your Motivation to Make a Move With MYGAs

Multi-year guaranteed annuities (MYGAs) can be popular when consumers seek ways to protect their savings but still grow their investments. Senior Market Sales® (SMS) has a MYGA team to provide you with the MYGA products, knowledge and support that will position you to help your clients and grow your business.

Be Like Bill: Use e-App for your Applications

Tired of long and complicated forms when writing your annuity, life insurance or long-term care business? Want to easily capture client signatures? Want your business to run more smoothly and so you get paid sooner? There's a solution — use e-App for your applications. Bill does, and his business is better. Watch this new video and see just how much happier e-App makes his life.

Producer Perspectives: Vic Gerber

Anyone who has spent an hour with Vic Gerber knows the affect he has on people. His infectious personality stands out among his sterling results. In this video, you can hear his perspective on success and the big reason he chooses to work with SMS.