News & Updates


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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.

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.

Rx Import

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

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.

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.

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.

Roger Ibbotson

Senior Market Sales presents How You Can De-risk Client Portfolios with Roger Ibbotson

Income ArchiTech

The all-in-one tool you've wanted is here. See how it will make your life easier and your client plans better. 

RSVP

Bruce Rasmussen is coming to Senior Market Sales to speak to advisors from Securities America. Senior Market Sales and Securities America are co-organizing the event and invited a select group of local advisors.  Bruce Rasmussen will speak about his experience as chair of the NCAA tournament committee, his experience as head coach of the women’s basketball team, and his leadership as athletic director helping Creighton transition from the MVC to the Big East.

Connecting the Dots to Protect Retirement

The need for extended care is too often an overlooked concern in retirement planning. Show clients how to connect this important "dot" to complete their plan.