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The SECURE Act: Are You Ready?

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.

3 Reasons to Conduct Educational Workshops

Check out three reasons insurance and financial planning professionals should embrace educational workshops and how Senior Market Sales can help.

Keys to an Effective Policy Review

Keys to an Effective Policy Review

SMS Insider January 08 2020

In this issue: AEP Recap With SMS’ Vice President of Med Solutions; Take Advantage of Technology That Sets Your Business Up for Success; 3 Reasons to Conduct Educational Workshops in 2020; Save the Date for Sales Forum 2020; The Most Sweeping Retirement Reform in Over a Decade

SMS Insider December 11 2019

In this issue: Save Time and Make More Money in 2020; Keep Busy With More Leads; Run More Successful Seminars; Cyber Crime Likely to Increase; Why Santa Uses Travel Insurance Center® 

SMS Insider November 06 2019

In this issue: Lead Advantage Pro Now Quotes All PDP Carriers; The Single Biggest Devastator of a Financial Plan; Cyber Liability Insurance; Using Client Stream for Successful Seminars; Open Doors With Dental 

Stephanie Renning

Stephanie got her start in the insurance industry in 2015 and joined Senior Market Sales in 2019 as a Contracting Coordinator.

Jill Noble

As a Contracting Coordinator, Jill assists in planning, organizing, leading and managing the contracting department. By anticipating the needs of the agent, she builds trust and rapport.

SMS Insider October 02 2019

In this issue: A Solution to's New Plan Finder; Your AEP Preparation Check List; The SMS Powerhouse MA and PDP Carrier Lineup; Simplify Your AEP Season With Lead Advantage Pro®; Reasons to Consider Obtaining Cyber Liability Insurance, FIAs Reach Historic Milestone

Helping Your Clients Through Volatility

Market volatility provides an opportunity for insurance and financial planning professionals to show their value to clients. Senior Market Sales can help you educate clients about market risk and offer solutions to lock in their gains — before the downturn.

SMS Insider September 04 2019

In this issue: Help Clients Through Volatility; Why Cyber Security and Cyber Liability Matter; Webinar Reveals How to Get a Steady Stream of Clients; Resources for Life Insurance Awareness Month; Solution to Medicare Plan Finder Changes

SMS Offers a Solution to's Prescription Drug List Policy Changes

Have you heard the news? As of October 1, 2019 agents will no longer be able to access prescription drug lists for their clients on using the new Plan Finder. This represents a significant change, making the process of obtaining this information more difficult, and less pertinent even if it is obtained. Consequently, agents who use the site for that purpose and fail to adjust their procedures, will likely see their MA-PD and Part D sales suffer.

Manufacture Time and Make More Sales this AEP Season

In this webinar, presented by Senior Market Sales® (SMS) Vice President of Med Solutions Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, you’ll discover how FREE proprietary technology solutions from Senior Market Sales® can create more time for you to close more sales.

SMS Insider August 07 2019

In this issue: Medicare Advantage Plans and Market Trends/Disruptions; Save Time and Make More Sales This AEP; The 2020 AEP Countdown Has Begun; Every Advisor Needs to Know About NY Reg. 187; Plan Now for AEP Using An Effective Direct Mail Marketing Strategy

Why Every Advisor Needs to Know About NY Regulation 187

Because New York’s Regulation 187 is one of the first to be finalized in a tide of expected state “best interest” regulations, it could hint at what’s to come for producers elsewhere in the country. Learn more.