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Showing results for: and health


Rollovers Are Fiduciary Advice Under New DOL Rule

ThinkAdvisor - Advisors, take heed: The recently approved Trump Labor Department fiduciary prohibited transaction exemption, which took effect Tuesday, treats rollovers as fiduciary advice.

Keynote Speaker: Nick Buettner

Nick is the Community and Corporate Program Director at Blue Zones, LLC.  He is responsible for leading the development and implementation of the Blue Zones Project in all of the Blue Zones Communities and corporate sites across the U.S. In the last 20 years, Nick has led 17 expeditions over six continents around the world, three of which are to the Blue Zones sites.

SMS Insider February 03 2021

In this issue: SMS Recaps Its 2021 AEP Season; Close Dental Sales by Revisiting Your Existing Medicare Supplement Clients; The Growing Importance of Technology to Your Business; Become a Successful Medicare Agent With New to Medicare Tutorial Series; Regulation Best Interest: What You Need to Know

NAIC Best Interest Information Hub

Information about the NAIC Best Interest (Model #275)

The Growing Importance of Technology to Your Business

Have you struggled to adapt your business amid the COVID-19 pandemic because of subpar technology or your own technophobia? The necessity of technology to advisors during the pandemic has highlighted its many benefits and possibly cemented its role in how the industry will operate moving forward. 

What Annuity Agents Need to Know About the New Best Interest Standard

Senior Market Sales® (SMS) is committed to ensuring suitable sales practices when recommending annuity products to consumers and to supporting the fair and equitable treatment of our insurance customers. To that end, SMS has compiled this executive summary of recent revisions and actions to the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation (Model #275). These revisions encompass new producer training requirements, updated carrier forms and revised recordkeeping necessities.

Understanding the Latest COVID-19 Relief Legislation

The Consolidated Appropriations Act of 2021, signed into law on Dec. 27, 2020, includes $900 billion earmarked to individuals and small businesses impacted by the coronavirus pandemic. Here are some of the key provisions of the legislation.

COVID-19 Resources for Insurance and Financial Planning Professionals

Just as your clients rely on you for support during the crisis, you can rely on Senior Market Sales® (SMS) to carry you through. Here is a list of resources for additional information on COVID-19.

Want a Lead-to-Appointment Conversion of 60 to 70%? Here Are 4 Secrets to Virtual Workshop Success

Eight months into the pandemic, the majority of White Glove educational workshops were conducted virtually – and with many advisors reporting the same or greater success as in-person events. This industry leader and Senior Market Sales partner shares four secrets to virtual workshop success.

When You Can't Meet Face-to-Face With Clients: How Insurance and Financial Planning Professionals Can Survive in the Coronavirus Era

Senior Market Sales® (SMS) has the support to help you quickly pivot to taking all aspects of your practice online, so you can service clients and even reach new prospects.

Senior Market Sales' Bill Kauffman Recognized by NAILBA for Contributions to the Insurance Profession

Bill Kauffman, Vice President of Financial Solutions at Senior Market Sales® (SMS), has been selected as a recipient of the 2020 NAILBA Independent Distribution (ID) Twenty Award honoring independent distribution’s most courageous innovators and visionaries who’ve made important contributions to the insurance profession.

SMS Insider December 09 2020

In this issue: Knowledge Drives Dental Sales Success; Prospect More Effectively by Utilizing Client Stream Library; Technology to Help You Finish the Year With Strong Medicare Sales; The Urgent Opportunity for Additional Sales in Your Book of Variable Annuities; Why Santa Uses Travel Insurance Center

SMS Insider November 04 2020

In this issue: Lead Advantage Pro Offers Flexible Enrollment Options; Allow Medicare Clients to Self-Enroll When, Where and How They Prefer; A Lead-to-Appointment Conversion of 60 to 70%; COVID-19 Shows Importance of This Year’s LTC Awareness Month; AEP Social Campaigns for Recruiting Clients

SMS Insider October 07 2020

In this issue: SMS Presents the Fall Sales Summit Producer Panel; Enhancements to Lead Advantage Pro; SMS Provides Superior AEP Support; 3 Areas Where Consumer Retirement Planning Knowledge Lacks and the SMS Tool to Help; The Pre-AEP Checklist

Sales Summit Producer Panel: Adopting New Business Practices For Success

Discover how successful Senior Market Sales producers have overcome pandemic challenges, and use that information to increase your sales. Watch this producer panel presentation recording from the September 100% virtual Fall Sales Summit.