News & Updates


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SMS Insider May 05 2020

In this issue: Join Us May 6 for a Special, Virtual Sales Forum; Work Virtually or By Phone During the Coronavirus Pandemic; Help Clients Get Medical Care at Home; Gain Medicare Supplement Knowledge for Additional Sales; The Retail Program at Walmart Stores

SMS Is Here for You

We may be at home for now. But we’re still here for you. In these uncertain times, your clients need the solutions and expertise you provide more than ever. 

SMS Notes April 22 2020

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

Webinar: How the CARES Act Impacts You and Clients

Watch this webinar learn about the key provisions and relief programs available in the Coronavirus Aid, Relief and Economic Security Act (CARES Act). The $2.3 trillion rescue bill brings much needed economic support to those who may be facing financial hardship now ­– and that could include you and your clients.

SMS Notes April 08 2020

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

What Insurance Agents Need to Know About the CARES Act and Paycheck Protection Program

The Coronavirus Aid, Relief and Economic Security Act, or the CARES Act, includes a number of provisions that insurance agents need to know about so they can advise clients and also possibly receive aid as small business owners. 

How to Do a One-On-One Virtual Meeting With a Client

Because of current world circumstances, meeting with your clients face-to-face can be hard. With these virtual meeting tools, you are able to establish a face-to-face connection that will be easy for your client to join in on. Most of these tools have the ability to share videos, screens and documents, in real-time.

How to Send Out Personalized Videos to Your Clients

With this personalized video tool, you can place videos within your emails, using their user-friendly mobile app and online dashboard.

Email/Letter on Life Insurance Challenges

As life insurance companies tighten underwriting and raise premiums, send this to clients to make sure they know about the new urgency of buying or changing life insurance policies.

Senior Market Sales' Dwane McFerrin Receives Underwriter of the Year Award From Omaha Association of Health Underwriters

The Omaha Association of Health Underwriters (OAHU) has selected Dwane McFerrin, Senior Vice President, Medicare Solutions at Senior Market Sales® (SMS), as the recipient of its Underwriter of the Year Award recognizing distinguished service to the association and the industry.

Email/Letter on Safe Money Planning

Send this to clients to invite them to discuss their concerns about the market fallout from the coronavirus pandemic, as well as safe money solutions that could address those concerns.

Tools for Virtual Workshops

With this list of virtual tools, you’ll be able to conduct workshops virtually through a webinar platform.

Coronavirus Aid, Relief and Economic Security Act – CARES Act

The Unites States Federal Government passed the Coronavirus Aid, Relief and Economic Security Act, or the CARES Act. This package will provide economic relief.

Changes for PDP and e-App Over the Phone Enrollments

For the health and safety of you and your clients Mutual of Omaha highly recommends that everyone practice social distancing. The ability to conduct business via electronic application is one way to adhere to this practice.

SMS Insider April 01 2020

In this issue: When You Can’t Meet Face-to-Face With Clients; Continuing to Serve You Through the Coronavirus Crisis; Conducting Business in a Socially Distanced World; Protect Your Business With Cyber Liability Insurance; Gain Sales Through Medicare Expertise