News & Updates


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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. 

Case Study: Addressing Tough Rx Questions

Clients are sometimes faced with prescription drug questions and challenges that go beyond just considering a generic instead of a brand name. SMS has an in-house pharmacist that can help with challenging cases.

Six Tips for More AEP Success

Here are six tips to help you maximize your time, remain compliant and enjoy success during the Annual Election Period.

Mutual of Omaha Dental Highlight Sheet

This is a summary of the two Mutual of Omaha dental plans. 

Mutual of Omaha

Mutual of Omaha is expanding its senior health product line with two new dental insurance plans. Your clients can add dental insurance to their Medicare supplement plan, and complete their health care coverage with a name they already know.

Intro to Annuities Download

Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets. Get started today!

Understanding the 48-Hour Rule

The 2018 Medicare Marketing Guidelines have been published by CMS. We can help you understand changes made to the 48-hour rule, and how they apply to you. 

Maximize Your Medicare Business

The key to success is having a plan. Experts from SMS can show you why it’s important to have a plan going into AEP season, but more importantly, coming out of AEP season.

Social Media Dos and Don'ts

This enrollment season may be the exact right time to leverage social media, to increase your following and potentially generate leads. Here are simple “Dos and Don’ts” to help get you started.

Aetna Medicare First Look - VA

Aetna Medicare First Look - VA

Aetna Medicare First Look - NJ

Aetna Medicare First Look - NJ

Aetna Medicare First Look - NV

Aetna Medicare First Look - NV