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Life Training 101: Lesson 2 - The Types of Life Insurance

This brief video will help you learn about the types of life insurance and where they fit based on the needs of your clients and prospects.

Life Training 101: Lesson 1 - The Purpose of Life Insurance

This brief video on the purpose of life insurance will help you identify opportunities for life insurance sales with your clients and prospects.

Life Training 101: Lesson 3 -Making a Recommendation

This brief video will help you determine which life insurance product or combination of products can help your clients and prospects protect what they care about and achieve their financial goals.

Using Processes and Tools to Enhance Your Business

There is a way to provide clients more big-picture clarity while also demonstrating the need for the solutions you have to offer. Start using a new process and tools to enhance your business. 

What Continued Industry Consolidation Means for Agents

Consolidation has been a trend in the health care industry this year. The health insurance and pharmaceutical industries are drawing closer to each other. What does this mean for Medicare agents? Get some answers.

SMS Notes March 28 2018

In this issue: SMS Extends Hours; How to Sell DSNP Plans; Register Now for 2018 Sales Forum;

Interview With Agent Mike Thomas

Craig Taylor, associate director of Medicare Solutions, interviews agent Mike Thomas to provide additional insight on marketing D-SNP plans.

Legacy Safeguard Training Guides & Materials

In this first of eight webinars, we discussed the Legacy Safeguard Sales Training Guides, which cover marketing, selling and getting referrals. We also showed client resources, including brochures, worksheets, referral forms and presentation DVDs.

Ben Braverman

With four years of experience in the insurance industry, Ben Braverman puts his clients first as an Internal Marketing Consultant at Senior Market Sales, Inc.

Provider Look-up and Network Search ( PLANS )

With the new Provider Look-up and Network Search ( PLANS ) tool, you can locate healthcare providers by zip code radius and/or provider type.

SMS Notes March 14 2018

In this issue: Cigna to Buy Express Scripts Sales Forum Adds Platinum Sponsors; Ibbotson Endorses FIAs; North American Drop Ticket Has Arrived

Interview With Agent Blake McCoy

Craig Taylor, associate director of Medicare Solutions, interviews agent Blake McCoy to provide additional insight on marketing D-SNP plans.

Scott Hodson

Scott comes to Senior Market Sales as an Internal Marketing Consultant with nearly four decades of experience.

SMS Insider March 07 2018

In this issue: Discover What's New for Sales Forum 2018; Demonstrating the Need for Extended Care Coverage; Scope of Appointment Forms Done in 3 Minutes; Learn to Use Income ArchiTech

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.