News & Updates


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Sales Tip #26: How to Prospect in the Mature Market

SMS Marketing Consultant Jack Calderon shares prospecting tips for increased success selling in the field.

Medicare Advantage and Medicare Supplement Comparison

Should Medicare Advantage plans be considered competition for the traditional Medicare Supplement producer or an opportunity?

New White Paper: Defusing the Tax Time Bomb

Right now, there are $7 trillion dollars accumulating tax-deferred in qualified accounts like IRAs and 401(k)s. Chances are, a significant percentage of that hefty total will never be used as income. Those who live off of pensions or Social Security would rather continue to defer taxes on their qualified money and let it accumulate for as long as possible.

The Pros and Cons of Premium Finance

Premium financing allows wealthy people to borrow money to pay large life insurance premiums. As with anything, there are pros and cons to such a practice.

Annual Disenrollment Period

The Health Care Reform bill eliminated the OEP and replaced it with an Annual Disenrollment Period (ADP) that runs from January 1 to February 14.

CMS Marketing Violations: A Cautionary Tale

In case you need a reminder that CMS is always watching, see last week’s announcement of CMS sanctions on three Medicare health and drug plan sponsors.

November Is Long-Term Care Awareness Month

November is designated as national Long-Term Care Awareness Month to build awareness for the type of care needed by those with a chronic illness or disability.

5 Things Every Medicare Agent Should Know

Here are five things every insurance agent should know about the modernized Med Supp plans and the tactics some carriers employ to get your attention.

Something for Nothing?

How can a Medicare Advantage insurer can charge $0 premium for a plan and make money?

Help Your Clients Get Discounts on Drugs Not Approved for Part D

What options do you have if no Part D plan covers your client’s drug because the drug is not approved by CMS?

Web Sites for Agents

Web sites are an essential marketing and prospecting tool—even for insurance agents who operate out of their home.

How to Implement a Lead Management Plan

Many agents get so caught up in just getting new leads in the door that little consideration is given to how they should be handled once they have them?

Medicare Advantage — It's Not Going Away

Just a few years ago, the MA market was limited to a few carriers in small geographical areas. Now, plans are available in nearly every county. Why the change?

Lead Advantage Pro Update: Online Quotes and Forms Now Available for MIPPA Plans

SMS’ Lead Advantage Pro system has been updated to include online quotes and forms for Modernized Medicare Supplement plans from some of the top carriers.