News & Updates


Showing results for: and health


Joe Elsasser, CFP®

Joe developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits.

Bill Kauffman, CLU®, ChFC®, LLIF

As Vice President of Financial Solutions, Bill Kauffman, CLU©, ChFC©, LLIF leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life and long-term care.

Hershel Kleinberg

As Chief Technology Officer for Senior Market Sales, Hershel Kleinberg is responsible for guiding the company's technology vision and solidifying the insurance marketer’s reputation as one of the industry’s leading technological innovators. Since joining Senior Market Sales in 1997, Mr. Kleinberg has overseen the development of a number of company’s powerful web-based tools and services never before seen in the insurance industry.

John McQuaid, RHU®

John started his insurance career 23 years ago while working for an employee benefits firm, where he started as a marketing consultant and eventually moved up to an account executive position.

Tina McGill

Tina didn’t start her career in the insurance industry. In fact, she started out working for a real estate broker, business broker and also a food brokerage before deciding to try her hand at insurance.

Brian Revas

With several years of experience selling life insurance and Medicare Supplement products, Brian knows what it takes to recruit agents and give them the knowledge they need to grow their business.

Jeff Sullivan

Jeff is a trusted source for difficult questions and cases, and also helps agents think outside of the box with marketing and getting in front of new clients.

Matt Van Auken

Matt got his start in the industry 29 years ago working part-time in the mailroom of an insurance company while he was in college.

Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, LLIF

As Senior Vice President, Medicare Solutions, Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, LLIF has helped position Senior Market Sales as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement.

Social Media Cheat Sheet

CMS considers some forms of contact via social media to be prohibited unsolicited electronic communication.

Federal Life Insurance Company

Federal Life Insurance Company offers a full line of competitive Medicare Supplement coverage.

United Healthcare 2018 Medicare Advantage Plan - NC

United Healthcare 2018 Medicare Advantage Plan - NC

UnitedHealthCare July National Training Calendar

UnitedHealthCare July National Training Calendar

Agent Website Guidelines

A list of the some of the basic guidelines for agent websites. This guide is intended to assist agents in complying with the CMS Medicare Communications and Marketing Guidelines (MCMGs) when appointed with carriers for Medicare Advantage (MA/MAPD) and/or Medicare Prescription Drug Plans (PDP). This list is not all-inclusive.