News & Updates


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2019 Sales Forum: Peter Shankman & Steve Phillips

Thank you for attending the 2019 Sales Forum. We hope you enjoyed your time in Omaha and left with some new ideas, products or processes that you can implement in your business.

2020 Humana Medicare Advantage First Look Webinar

Humana announced plans to expand the number of counties they will be offering Medicare Advantage for 2020.

SMS Notes July 17 2019

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.

SMS Insider July 10 2019

In this issue: Sales Forum 2019: A Wrap-Up; What is MACRA; Lead Generation Webinar Series; The SEC's New Best Interest Regulation; Lead Advantage® Is Going Away

Prospects From Your Local Area

The Internet has global reach. But where do you sell? Your best prospects are local. So, put your web presence to work bringing them to you.

Humana Individual Dental and Vision Agent Plan Grid

Humana Individual Dental and Vision Agent Plan Grid

Mutual of Omaha Broker Bonus Program

You can make even more bucks on your Medicare supplement underwritten business through our 2019 4th Quarter Broker Bonus Program.

2020 Mutual of Omaha Certification Guidelines

2020 Mutual of Omaha Medicare Advantage Mutual of Omaha Rx.
Details for contracting, AHIP certification, product training, and notification of ready to sell status. 

2020 Mutual Of Omaha Medicare Advantage Sneak Peek Webinar

Mutual of Omaha will be announcing plans to expand the number of counties they will be offering Medicare Advantage for 2020. 

Understanding the SEC's New Best Interest Regulation and What's Ahead

Advisors and brokers making investment recommendations will soon face new federal disclosure and compliance requirements to act in their clients’ best interest, but insurance-only agents might also face new standards soon, too.

Humana 2020 Certification and Recertification Instructions

Your year starts here. Humana Plan Year 2020 certification and recertification are now open!

SMS Notes June 26 2019

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.

2020 Blue Shield of California AHIP Certification for MAPD Sales

Jump-start your preparation to sell Blue Shield's MAPD and PDP plans for 2020 with AHIP certification training, which starts June 17, 2019.

AEP Agent Central

Welcome to the SMS AEP Agent Central. We've collected all the tools, technology and resources you need to save time, eliminate mistakes and make more sales during the busy AEP.

Stop Prospecting and Start Selling

Maximize your Medicare sales with high-quality internet leads that convert. Using leads from NextGen will result in less time spent prospecting. Less time prospecting equals more time selling. More time selling equals more sales. And more sales positively impacts your bottom line.