News & Updates


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Tim Sorensen

Tim joined Senior Market Sales in 2018 in the Financial Solutions department as an Associate Marketing Consultant.

Direct Mail

SMS offers several turnkey, low-cost, self-service direct mail campaigns. Leads are available for all products lines from several leading vendors.

Jon Summers

You could say Jon’s been in the insurance industry his entire life. With a father in the industry, Jon grew up with a special appreciation for the entrepreneurial spirit.

SilverScript Code of Conduct

CVS Health Code of Conduct

Aetna-Coventry Code of Conduct

CVS Health Code of Conduct

Mutually Invested Underwriting in Long-Term Care

Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.

Why SMS as a Medicare Partner

In the New to Medicare webinar series, we covered quite a bit about Medicare and how to best help clients navigate this topic. Hopefully, you’ve found this information helpful. SMS would love to be your resource and partner for the Medicare markets.

Medicare Advantage Plans vs. Medicare Supplements

SMS Associate Director of Medicare Solutions Sean Pekarsky differentiates between Medicare Advantage and Medicare Supplement plans. He discusses the pros and cons of each to help agents determine when one might be a more suitable option over the other.

Why is Medicare Supplement Needed?

SMS Internal Marketing Consultant Nikki Workman provides details regarding Medicare Supplement plans. This tutorial will help agents answer the following Medicare Supplement questions: What do they cover? Why are they beneficial? When are they suitable? Agents can then relay this information to their clients, providing them with a deeper level of understanding. 

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.

12-4-2 Principle

Learn how a structure of 12 scheduled contacts per year, four comprehensive reviews and two mandatory face-to-face meetings can lead to high client satisfaction and engagement.

How To Create Your Own Marketing Machine

What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.