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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.
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.
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.
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.
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.
Sandy Pitre has 21 years of experience in the insurance industry. In her position as Brokerage Life Sales Director, she is responsible for promoting their large portfolio of life products to the brokerage distribution.
James Hahn is the Executive Vice President, Life Sales with Annexus. In total, he holds 18 years of experience in Financial Services and Sales Leadership. He is currently responsible for growing sales and strengthening distribution relationships with IMOs and GA distribution.
Diego has been with Ameritas since July 2012 wholesaling ancillary products (Dental, Vision, Life, Short and Long Term Disability) to independent General Agencies and Field Marketing Organizations throughout the United States. His focuses on creating sales opportunities by recruiting and developing new partnerships and getting them into production.
Kristi is a Sales Director for Medicare supplement and has been at Mutual of Omaha since 1994. She spends her time promoting and training the Med supp portfolio to FMOs and agents in the field. In her free time, Kristi enjoys camping with her husband, Justin and dog, Ginger, watching football and travelling.
As Director of Communications and Creative Services, Dan Trumblee helps SMS and its agents develop communications strategies that differentiate themselves and articulate their value to their customers. Dan has more than 10 years of experience as a communications professional in the insurance industry.
As an IDG Sales Manager Steve supports the Independent Distribution for Minnesota Life and Securian Life Insurance Company. Steve has over 25 years of experience in the financial services industry in Personal Production, Sales Management, RVP and Sales Director roles.
An employee of UnitedHealthcare for 10 years, Mike is responsible for strategic DSNP sales planning and deployment within a matrix now enjoying unprecedented DSNP sales across all Central states.
As the Second Vice President of Advanced Markets at Ameritas, Andrew leads a group of credentialed individuals that specializes in placing estate, business and retirement planning cases. His own expertise includes wealth preservation, estate planning, business planning and executive benefits.
Steve is the Associate Director of Training in the Financial Planning Division of Senior Market Sales. He holds a very high passion for the insurance business, which makes him a valuable member of the SMS family.