News and Updates

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Senior Market Sales Announces Call-Recording Solution to Help Insurance Agents Comply With New Medicare Regulation

Senior Market Sales® (SMS) has unveiled a full-featured business phone solution to help insurance agents comply with a new Medicare regulation requiring the recording of phone calls that are part of the chain of a beneficiary’s enrollment into a Medicare Advantage or Part D Plan.

Senior Market Sales Acquires Successful Senior Health Insurance Agency, Medicare Solutions Network

Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired Medicare Solutions Network, a Lisle, Illinois, Medicare agency known for its engaging educational Medicare workshops and exceptional customer service in the Chicago area.

Call-Recording Training Videos

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Senior Market Sales Acquires CareValue in Latest Strategic Growth Move

Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired CareValue, a rapidly growing national field marketing organization (FMO) based in Canandaigua, New York, and specializing in senior life and health insurance.

SMS Insider September 07 2022

In this issue: SMS Has You Covered for Call-Recording Regulations This AEP; Increase Medicare Sales Opportunity by Offering MSAs; Client-Facing Resources for Life Insurance Awareness Month; 1 Great Way to Protect Both Business and Reputation; SMS Acquires New York-Based Field Marketing Organization CareValu

Call-Recording Solutions

Senior Market Sales® (SMS) now has some of the industry’s best call-recording solutions. They not only help you comply with new Centers for Medicare and Medicaid Services (CMS) call-recording regulations but also provide valuable business phone features you may not currently have. These solutions are being offered for free through the 2023 AEP season for agents producing with SMS.

Increase Medicare Sales Opportunity by Offering MSAs

What are Medicare medical savings account (MSA) plans? Why should agents consider adding them to their portfolio mix? This article provides answers.

How 1 Carrier's Technology Can Streamline Your Dental Sales Process

Dental agents who embrace new technologies expand their opportunity to save time, make more money and differentiate their business from the competition. Ameritas makes it easy to embrace its technology. They’ve developed hyperlink and QR code features that allow clients to consider your sound advice and then self-enroll in the dental plan of their choice.

SMS Has You Covered for Call Recording This AEP

The Centers for Medicare and Medicaid Services (CMS) mandated a new ruling that includes a call-recording component for call centers and brokers. This requirement will go into effect October 1, 2022. Agents who don’t comply will find themselves subject to enforcement. This article provides some excellent solutions to help agents comply with these new regulations.

How Insurance Agents and Financial Professionals Protect Both Business and Reputation

Sometimes, producers inadvertently omit a vital piece of information regarding recommended products. Other times, clients either aren’t paying attention, or they misunderstand a crucial fact about what the proposed solution will or won’t do. When communication breaks down, the results can be disastrous. Clients may sue for negligence. If that happens, it can be a costly venture for the producer in terms of financial loss and reputation. Fortunately, producers have a way to hedge against some of this risk.


Aflac was founded in 1955 by three brothers who knew Americans needed help protecting their finances when medical situations occurs. As a pioneer of supplemental insurance, Aflac began with a simple promise: to be there for policyholders in their time of need. The company still operates this way today and is committed to paying covered claims fairly and promptly.

Social Security Webinars to Build Your Business

With these on-demand webinars, you can learn how to grow your business by helping clients with one of their biggest decisions in retirement – when to claim their Social Security benefit.

2023 Mutual of Omaha Plan Details

2023 Mutual of Omaha Plan Details

2023 Humana Plan Details

2023 Humana Plan Details

2023 Aetna Plan Details

2023 Aetna Plan Details