News & Updates


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CirrusView

Acquire and Serve High-Level Clients With Tax-Saving Strategies: The CirrusView program is a turnkey, repeatable process to help increase annuity and life insurance sales and assets under management by helping high-net-worth clients with tax-saving strategies in retirement.

SMS Notes November 24 2021

Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.

SMS Insider December 01 2021

In this issue: Help Clients Avoid the Tax Time Bomb; All Medicare Advantage Plus Part D Quoting Capability; Get Paid When Your Clients Purchase Prescriptions Through GlicRx; Use This Annual Election Period Resource for a Strong Finish; Increase Production by Adding Products to Your Business Mix

SMS Notes November 10 2021

Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.

UnitedHealthcare / AARP Freedom to Switch Incentive - California Only

Earn up to $250 from UnitedHealthcare on commission-eligible, accepted and paid California applications for AARP Medicare Supplement Insurance Plans!

DOL Extends Fiduciary Rule Compliance Date, Including Rollover Advice

ThinkAdvisor - Bowing to industry pressure, the Labor Department on Monday extended the non-enforcement policy on its fiduciary rule to Jan. 31.

No-Cost Technology Resources Help Maximize AEP Enrollments

When it comes to Medicare’s Annual Election Period (AEP), success is measured in enrollment numbers. Senior Market Sales® (SMS) enables agents to lead the enrollment pack by providing complimentary tools designed to save time, eliminate errors and maximize enrollment potential. This article highlights just some of the features available through SMS’ Lead Advantage Pro® and Medicare Insurance Direct® (MID) platforms.

SMS Insider November 03 2021

In this issue: Minimize Client Taxes and Grow Your Business With Turnkey CirrusView Process; No-Cost Technology Helps Maximize Annual Election Period Enrollments; Streamline Your Annuity Electronic Application Process; Are You Dropping the Ball With Long-Term Care Planning?; Help Clients Accurately Estimate Drug Costs

2022 Aetna Medicare Front Runners Program

You can become a Front Runner for 2022 by selling Aetna Individual Medicare (MA/MAPD, DSNP) or SilverScript PDP enrollments during the 2022 Annual Election Period.

SMS Notes October 27 2021

Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.

CMS Clarifies Marketing Reporting Requirements for MA and MA-PD Agents

The Centers for Medicare & Medicaid Service (CMS) recently released new reporting requirements for third-party marketing in reference to Medicare Advantage (MA) and Medicare Advantage plus Part D (MA-PD) advertising. These new reporting requirements apply to carriers and organizations as well as agents who solicit these types of products.

CMS Clarifies Marketing Reporting Requirement for MA and MA-PD Agents

The Centers for Medicare & Medicaid Service (CMS) recently released new reporting requirements for third-party marketing in reference to Medicare Advantage (MA) and Medicare Advantage plus Part D (MA-PD) advertising. These new reporting requirements apply to carriers and organizations as well as agents who solicit these types of products. Compliance of these new reporting requirements are required as soon as possible.

Mutual of Omaha Dental Cash for Apps

Earn $100 cash for every issued dental insurance app submitted between October 15, 2021 and December 7, 2021.

Mutual of Omaha - Med Supp & Dental Marketing Credits Program

You already help your clients meet their Medicare supplement and dental needs. Why not get rewarded for the business you place with Mutual of Omaha? Place your business today and watch your marketing credits add up!

Webinar: Gravity, the Time Machine and Other Sales Concepts for Success

Just as Jeff Bezos and Richard Branson didn’t let gravity hold them down from their recent commercial space flights, you shouldn’t let gravity hold you back from success. Watch this webinar to learn how to manage gravity issues – those unrelenting pressures or unfortunate events that you can’t control – to guarantee an upward trajectory. You’ll also learn how to turn your sales talk into a time machine and other sales concepts that will help you overcome whatever obstacles come your way.