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Showing results for: and health


How to Do a One-On-One Virtual Meeting With a Client

Because of current world circumstances, meeting with your clients face-to-face can be hard. With these virtual meeting tools, you are able to establish a face-to-face connection that will be easy for your client to join in on. Most of these tools have the ability to share videos, screens and documents, in real-time.

How to Send Out Personalized Videos to Your Clients

With this personalized video tool, you can place videos within your emails, using their user-friendly mobile app and online dashboard.

Tools for Virtual Workshops

With this list of virtual tools, you’ll be able to conduct workshops virtually through a webinar platform.

Email/Letter on Safe Money Planning

Send this to clients to invite them to discuss their concerns about the market fallout from the coronavirus pandemic, as well as safe money solutions that could address those concerns.

Coronavirus Aid, Relief and Economic Security Act – CARES Act

The Unites States Federal Government passed the Coronavirus Aid, Relief and Economic Security Act, or the CARES Act. This package will provide economic relief.

Changes for PDP and e-App Over the Phone Enrollments

For the health and safety of you and your clients Mutual of Omaha highly recommends that everyone practice social distancing. The ability to conduct business via electronic application is one way to adhere to this practice.

SMS Insider April 01 2020

In this issue: When You Can’t Meet Face-to-Face With Clients; Continuing to Serve You Through the Coronavirus Crisis; Conducting Business in a Socially Distanced World; Protect Your Business With Cyber Liability Insurance; Gain Sales Through Medicare Expertise

When You Can't Meet Face-to-Face With Clients: How Insurance and Financial Planning Professionals Can Survive in the Coronavirus Era

Senior Market Sales® (SMS) has the support to help you quickly pivot to taking all aspects of your practice online, so you can service clients and even reach new prospects.

SMS Notes March 25 2020

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.

Senior Market Sales Service Update

Senior Market Sales® (SMS) wants to assure all of our producers and carrier partners that although we may be operating differently, we are committed to the same service standards to which you have been accustomed.

Helping Clients Through the Coronavirus and Market Chaos

Despite all the uncertainties surrounding the coronavirus and its impact on the global economy, one thing is crystal clear: now is the time to demonstrate to clients your value as an insurance and financial planning professional.

SMS Notes March 11 2020

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.

Cigna Supplemental Benefits Rewards

Get ready for Cigna to reward you in a big, big way. Cigna Supplemental Benefits gives you more rewards to help you win. Rewards such as a lead-generation campaign and cash for every application you write. 

Dental Sales Series 2020

If you're not offering clients Dental, Vision and Hearing (DVH) coverage, it's time to ask yourself why.

SMS Insider March 04 2020

In this issue: Stretch Your Clients' Tax Refunds; The New to Medicare Tutorial Series; FireLight: An Annuity Electronic Application Tool; Turn More Leads Into Clients; Senior Market Sales Combines Technology and Superior Support