News & Updates
Showing results for: and health
Using Processes and Tools to Enhance Your Business
There is a way to provide clients more big-picture clarity while also demonstrating the need for the solutions you have to offer. Start using a new process and tools to enhance your business.
Interview With Agent Mike Thomas
Craig Taylor, Assistant Vice President, Associate Director, Medicare Solutions, interviews agent Mike Thomas to provide additional insight on marketing D-SNP plans.
Provider Look-up and Network Search (PLANS)
With the new Provider Look-up and Network Search (PLANS) tool, you can locate healthcare providers by zip code radius and/or provider type.
With more than six years of experience in the financial services industry, Ben puts his clients first as an Internal Marketing Consultant at Senior Market Sales®.
Interview With Agent Blake McCoy
Craig Taylor, Assistant Vice President, Associate Director, Medicare Solutions, interviews agent Blake McCoy to provide additional insight on marketing D-SNP plans.
As an Internal Marketing Consultant, Scott’s main goal is to help agents grow their business and increase their market share using financial products.
In this issue: Discover What's New for Sales Forum 2018; Demonstrating the Need for Extended Care Coverage; Scope of Appointment Forms Done in 3 Minutes; Learn to Use Income ArchiTech
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.
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.
Breakthrough technology that automatically loads your clients' drug lists for them.
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.
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
12 Reasons To Sell Mutual of Omaha
Are you taking advantage of all of the great plans, rates, incentives and programs Mutual of Omaha offers? Here are 12 reasons why it’s good to sell Mutual of Omaha Medicare supplement plans to clients.
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.