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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.
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
Information about the NAIC Best Interest (Model #275)
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.
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.
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.
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.
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.
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.
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.
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
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
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
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.