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New York Agent Guide to Cybersecurity

This document is designed to help agents understand their responsibilities under the NY Cybersecurity Rule and identify resources that can provide additional assistance to them in meeting their obligations under the Rule. It is also designed to be a general resource for agents in all states who want to develop sound policies and practices for information security.

Medicare Insurance Direct

Medicare Insurance Direct lets clients quote and enroll themselves in a plan online, and you get credit for the sale. 

Renowned Economist Roger Ibbotson Shares Insights in Exclusive SMS Interview

In an exclusive interview with Senior Market Sales® (SMS), renowned economist Roger Ibbotson shared groundbreaking insights that are challenging the traditional ways retirement planning professionals mitigate certain retirement risks.

Your Pre-AEP Preparation Checklist

The Medicare Annual Election Period (AEP) is coming soon. Are you prepared and equipped? Your SMS Marketing Consultant can help you hit the ground running. Here’s an AEP prep checklist to help you be ready.

CMS Medicare Communication and Marketing Guidelines

The Medicare Communications and Marketing Guidelines (MCMG) interpret and provide guidance on the marketing and communication rules for Medicare Advantage (MA-only, MA- PD) plans (also referred to as “plans”).

Client-Facing Resources for Life Insurance Awareness Month

For Life Insurance Awareness Month, we’ve curated resources from the Life Happens website to help you with common sales objections and to show the value of life insurance.

Show Clients How Life Insurance Can Mitigate Retirement Risks While They're Living

Today’s life insurance offers clients greater flexibility than just the traditional death benefit. They can provide solutions to clients’ concerns about outliving retirement and not having enough money.  

SMS Insider October 03 2018

In this issue: Your Pre-AEP Preparation Checklist; An Interview With Roger Ibbotson; The Latest Time-Saving Tool From SMS; Help Your Clients Understand Sequence of Returns Risk; Discover the Future of Value-Based Health Care

SMS Insider August 01 2018

In this issue: Understanding the New Medicare Marketing Guidelines; The New World of Fixed Indexed Annuities; Why Sell Dental, Vision and Hearing Plans; How to Get Scope of Appointment Forms Done in 3 Minutes; AEP Agent Central Has Everything You Need

Why Sell Dental, Vision and Hearing Plans

Selling Dental, Vision and Hearing (DVH) coverage is a natural extension of a growing Medicare business. Read more about this hot trend in the market, and learn how you can get started. 

SMS Insider July 05 2018

In this issue: What to Watch For During AEP 2019; How to Turn Affluent Prospects Into Clients; A Better Way to Connect With Prospects; Get Ready at AEP Agent Central

Marketing Hours Extended to Provide More Service

The SMS Med Solutions and Financial Solutions teams have extended their hours to better serve agents and advisors. 

SMS Insider June 06 2018

In this issue: All Your AEP Needs In One Place; When Your Clients Ask, ‘Can I Afford to Retire?’; Technology Tools That Will Make This AEP Easier; Sales Forum is Underway; Walmart Retail Program Returns

Be Like Bill: Use e-App

Watch this quick video and discover how using e-App can make your business better.

Aetna

Aetna is a leading Medicare Advantage carrier serving major population centers.