News & Updates
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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.
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.
Breakthrough technology that automatically loads your clients' drug lists for them.
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?
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.
Senior Market Sales presents How You Can De-risk Client Portfolios with Roger Ibbotson
The all-in-one tool you've wanted is here. See how it will make your life easier and your client plans better.
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.
In this issue: Get an Advantage During AEP; Learn to provide tax clarity; Save time with e-Ticket for term life; Connect the dots to protect retirement income; SMS turns 35
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.
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.