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Assisting agents is the best part of Debbie’s job. She joined Senior Market Sales in 2018 as a Financial Solutions Case Manager.
On-Demand Webinar: Addressing Long-Term Care with Income ArchiTech
November is Long-Term Care Awareness Month, making it the right time to begin addressing your clients' LTC needs for retirement.
In this issue: Exclusive Interview With Roger Ibbotson; Discover AICOE; Hybrid LTC as an Estate Planning Tool; Don’t Drop the Ball on Long-Term Care Planning; Be Like Bill: Use e-App
A Month to Reflect: Are You Dropping the Ball With Long-Term Care Planning?
No matter what type of retirement planning professional you are, you’re in a position to help educate clients on the risks of failing to plan for long-term care. November is Long-Term Care Awareness Month, and we’ve gathered resources to help you.
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 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.
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
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.