News & Updates


Showing results for: and health


Reliance Standard Life

Reliance Standard Life Insurance Company (Reliance Standard) is a leading insurance carrier specializing in innovative and flexible employee benefits solutions including disability income and group term life insurance, a suite of voluntary (employee paid) coverage options and fully integrated absence management.

American Equity

American Equity Investment Life Holding Company is an industry leader in the development and sale of fixed indexed and fixed rate annuity products. 

American National

American National’s mission is to be the company of choice for insurance and other financial products and services while maintaining superior financial strength.

American General

American General honors their commitments to their customers: over the past five years alone, AIG’s member life insurers have collectively paid out over $39 billion in claims and benefits to customers and businesses.

Athene Annexus

Although the Athene name is relatively new, the acquired companies have a proven track record of serving customers for more than 100 years.

Global Atlantic

Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence.

Liberty Bankers Life

Liberty Bankers Life Insurance Company (LBL) was established in 1958 in the states of Oklahoma. LBL offers a full line of Medicare supplement products. Offering standardized plans at market-leading premiums in a rapidly growing number of states.

Tax-Efficient Retirement Income

As clients transition into retirement, they face key decisions regarding the income they’ll pull from retirement accounts and Social Security and where to take money from first. Nationwide's Tax-efficient Retirement Income (TERI) program provides guidance that can help extend a retirement portfolio, lower taxes and improve what’s passed on to heirs.

Taxes Today, Taxes Tomorrow: How to Help Clients Use Tax Advantaged Solutions

This session will focus on the current tax environment today as it relates to personal income taxes and estate taxes. We will also discuss projected tax reform and where taxes may be headed in the future. Most importantly the session will cover how producers can help their clients utilize tax advantages strategies to protect and build wealth.

How to Help Your Clients Have a Safe and Successful Retirement

Join Steven Sommer, from Securian, to learn how to help clients accumulate tax-free income, prepay their retirement taxes and protect their assets against LTC expenses. Also, learn how Securian is uniquely qualified to support your needs with different strategies and products.

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 Assistant Vice President, Associate Director, 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 Assistant Vice President, Associate Director, 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.