News & Updates
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SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.
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
SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.
Interview With Agent Raul Cardenas
Craig Taylor, Assistant Vice President, Associate Director, Medicare Solutions, interviews agent Raul Cardenas to gather insights on marketing D-SNP plans. This installment focuses on how to sell D-SNP plans — specifically how to get started, what do to once you've started, and how to maximize your success in this market.
Sales Idea: Use Hybrid Long-Term Care Insurance as an Estate-Planning Tool
The increasing consumer appeal of newly designed long-term care (LTC) insurance is creating opportunities for insurance and retirement planning professionals, and new technology is showing consumers how LTC insurance can be used for more than just long-term care — it can be used to protect their estates.
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.
The Future of Value-Based Healthcare
Griffin Myers, M.D., M.B.A, present “The Future of Value-Based Healthcare.”
These issues directly affect your clients, so it's time to prepare for change. The webinar will help you understand:
- Why the fee-for-service model is broken
- The value-based care philosophy
- What your clients need from you in the midst of this change
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.
SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.
Do you want to deepen your relationship you have with your Medicare clients?
Do you want to protect your hard-earned business from the competition?
In this issue: Discover How Rx Import Saves Valuable Time; An Exclusive Webinar With Roger Ibbotson; Get Certified for AEP; Life Insurance Awareness Month Resources; Think Beyond the Death Benefit of Life Insurance
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”).