News & Updates


Showing results for:


Life Training 101: Lesson 3 -Making a Recommendation

This brief video will help you determine which life insurance product or combination of products can help your clients and prospects protect what they care about and achieve their financial goals.

Life Training 101: Lesson 2 - The Types of Life Insurance

This brief video will help you learn about the types of life insurance and where they fit based on the needs of your clients and prospects.

Life Training 101: Lesson 1 - The Purpose of Life Insurance

This brief video on the purpose of life insurance will help you identify opportunities for life insurance sales with your clients and prospects.

Using Processes and Tools to Enhance Your Business

There is a way to provide clients more big-picture clarity while also demonstrating the need for the solutions you have to offer. Start using a new process and tools to enhance your business. 

Begin the Extended Care Discussion with Your Clients

Have you wanted to start talking about protecting your clients’ retirement income and assets, but weren’t sure how to have the conversation? SMS can help you initiate and complete the planning process.

Department Of Labor Fiduciary Rule Update: Best Interest Standard Delay

The Office of Management and Budget (OMB) and the Department of Labor (DOL) have agreed to delay the Best Interest Standard until July 1, 2019. What does this mean for advisors?

How to Improve Your Customers' Experience:  Implement a Structured Planning Process 

No matter the industry, everyone’s talking about the importance of the customer experience. But the insurance and financial planning industries especially need to pay attention, according to several trade publications reporting on critical trends in the new year.

Roger Ibbotson

Senior Market Sales presents How You Can De-risk Client Portfolios with Roger Ibbotson

Case Study: Addressing Tough Rx Questions

Clients are sometimes faced with prescription drug questions and challenges that go beyond just considering a generic instead of a brand name. SMS has an in-house pharmacist that can help with challenging cases.

Six Tips for More AEP Success

Here are six tips to help you maximize your time, remain compliant and enjoy success during the Annual Election Period.

Social Media Dos and Don'ts

This enrollment season may be the exact right time to leverage social media, to increase your following and potentially generate leads. Here are simple “Dos and Don’ts” to help get you started.

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.