News and Updates

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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.

2019 Sales Forum: Peter Shankman & Steve Phillips

Thank you for attending the 2019 Sales Forum. We hope you enjoyed your time in Omaha and left with some new ideas, products or processes that you can implement in your business.

SMS Insider July 10 2019

In this issue: Sales Forum 2019: A Wrap-Up; What is MACRA; Lead Generation Webinar Series; The SEC's New Best Interest Regulation; Lead Advantage® Is Going Away

Prospects From Your Local Area

The Internet has global reach. But where do you sell? Your best prospects are local. So, put your web presence to work bringing them to you.

Humana Individual Dental and Vision Agent Plan Grid

Humana Individual Dental and Vision Agent Plan Grid

Understanding the SEC's New Best Interest Regulation and What's Ahead

Advisors and brokers making investment recommendations will soon face new federal disclosure and compliance requirements to act in their clients’ best interest, but insurance-only agents might also face new standards soon, too.

AEP Agent Central

Welcome to the SMS AEP Agent Central. We've collected all the tools, technology and resources you need to save time, eliminate mistakes and make more sales during the busy AEP.

Healthcare Begins Here Retail Program at Walmart Stores

This AEP you can partner with the world’s largest retailer to market your business.When you participate in the Healthcare Begins Here Retail Program you have the opportunity to meet potential clients in a high-traffic area at Walmart stores while representing the carriers of your choice.

SMS Insider June 05 2019

In this issue: Conducting Successful Lead-Generation Seminars; Participate in the 2019 AEP retail program; Learn how a classic annuity finds new success; Stop prospecting and start selling; Find out how to earn money with Travel Insurance Center®

Building a Successful Marketing Campaign

Consistent lead generation can help make your business more successful. Well planned and consistent lead generation is the backbone of any great marketing plan.