News & Updates


Showing results for: and health


Begin the Extended Care Discussion with Your Clients

Have you wanted to start talking about protecting your clients’ retirement income and assets, but weren’t sure how to have the conversation? SMS can help you initiate and complete the planning process.

MA-HI Wrap Around Tool Demo

Cross-selling Hospital Indemnity insurance can help fill the gaps in your clients' Medicare Advantage plan coverage.

WellCare

Headquartered in Tampa, Fla., WellCare Health Plans, Inc. focuses primarily on providing government-sponsored managed care services to families, children, seniors and individuals with complex medical needs primarily through Medicaid, Medicare Advantage and Medicare Prescription Drug Plans

UnitedHealthcare

With UnitedHealthcare®, you have a variety of Private Fee-for-Service, HMO, PPO and POS plans to choose from and plans available in rural and metro areas.

Rx Import

Breakthrough technology that automatically loads your clients' drug lists for them.

White Paper - The Journey

As the abundance of information and advances in technology empower consumers to confidently manage their own financial investments, returns-focused financial professionals must shift to a more relationship-focused practice.

SMS Notes February 28 2018

In this issue: Mutual of Omaha to Enter Medicare Advantage Market; LCBA Scholarship Program Open; Athene Introduces New Protector FIA; Accelerated Underwriting From North American

SMS Insider February 07 2018

In this issue: Top Economist Endorses FIAs; See an Income ArchiTech Demonstration; Sales Forum 2018 Date Set; Connecting Health and Wealth; Learn to Use AICOE

Income ArchiTech Planning Tool Press Release

Senior Market Sales Releases Income ArchiTech Planning Tool for Financial Advisors, Insurance Agents and Registered Reps 
Technology Features Real-Time Stress Tests, Seamlessly Integrates Tax-Efficient Income Distribution, Social Security Planning and More 

Department Of Labor Fiduciary Rule Update: Best Interest Standard Delay

The Office of Management and Budget (OMB) and the Department of Labor (DOL) have agreed to delay the Best Interest Standard until July 1, 2019. What does this mean for advisors?

12 Reasons To Sell Mutual of Omaha

Are you taking advantage of all of the great plans, rates, incentives and programs Mutual of Omaha offers? Here are 12 reasons why it’s good to sell Mutual of Omaha Medicare supplement plans to clients.

How to Improve Your Customers' Experience:  Implement a Structured Planning Process 

No matter the industry, everyone’s talking about the importance of the customer experience. But the insurance and financial planning industries especially need to pay attention, according to several trade publications reporting on critical trends in the new year.

SMS Notes January 10 2018

In this issue: The Big Reveal in 1 week. Don't miss it; Mutual of Omaha e-App Can Make Your Business Better; Get the 1-2 Punch of Med Supp and Dental; Discover the Postseason Game Plan

SMS Insider January 03 2018

In this issue: SMS Live Broadcast: The Big Reveal; A Record-Breaking AEP; Video: Selling Final Expense; Become Part of the Client’s Journey

Trends From a Record-Breaking 2017 AEP

Another Annual Enrollment Period (AEP) is complete. This year's record-breaking activity revealed insights about the direction of senior health marketplace, with lessons that can help your business grow.