News & Updates


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Four Parts of Medicare

SMS Associate Director of Medicare Solutions Craig Taylor explores the four parts of Medicare. Many clients confuse Parts A through D of Medicare with Medicare Supplement Plans A through N. And there’s a myriad of other stumbling points as well. Craig clarifies these points so that agents can, in turn, provide clarity to their clients.

Senior Market Sales Presents: A Dive into Medicare

SMS Internal Marketing Consultant Anne Novak dives into the details of Medicare. She discusses the parts of Medicare, and who’s eligible to participate. In addition, she takes a look at when and how clients can enroll, as well as any penalties for not signing up for Medicare at the proper time.

Introduction to Medicare and Senior Market Sales

SMS Senior Marketing Consultant Tom Parkin introduces Medicare, and why it’s an attractive market for agents. In addition, he discusses SMS’s expertise and history, as it relates to helping agents become successful in the Medicare markets.

Agent Initiated Consumer Online Enrollment (AICOE®)

A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.

Telephone and Video Solicitation

Athene guidelines for telephone & video solicitation

The What, When & How of the Impending Impartial Conduct Standard

Are you confused or concerned about the upcoming impartial conduct standards? In this webinar, SMS experts share answers to help you understand your options and minimize exposure for your business.

Angela Lewman

As the New Business Team Leader for Financial Solutions, Angela is responsible for overseeing all Annuity, LTC and Life Insurance business that is submitted to ensure that any delays to issuance will be avoided.

Mutual of Omaha Mutual Sales Leaders

Qualification requirements for Mutual Sales Leaders 2017 trip to Ireland in 2018.

Jim Summers

As President of Senior Market Sales®, Jim Summers is responsible for guiding the company’s strategic direction and day-to-day operations. Since joining the company in 2000, Senior Market Sales® has been one of the fastest-growing marketing organizations in the industry, now with more than 30,000 independent agents under contract.

GoSMS Mobile Quoting Tools

Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.

Easing the Pain of Paperwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

Curtis Lueckenotto, RICP

Curtis enjoys building relationships with advisors, getting to know them and their business.

Cyber Insurance Liability Protection

Protect your business with cyber insurance available through Senior Market Sales® (SMS)