News and Updates


Showing results for: and health


Content Library

Browse our extensive library of videos, articles, tips and training created by Senior Insurance experts. Topics range from Medicare, Annuities, Health and Life insurance products. Learn how to market and grow your business.

Training & Events Calendar

Browse our calendar of carrier-sponsored and exclusive training opportunities. Each month, Senior Market Sales offers several webinars and live training events. For more information about agent training, please call 1.800.786.5566.

North American (NACOLAH)

Since 1886, Chicago-based North American Company for Life and Health Insurance (North American) has been helping people secure brighter financial futures.

Top 10 Ways to Avoid Complaints

Top 10 Ways to Avoid Complaints

Bill Kauffman, CLU®, ChFC®, LLIF, LUTCF®

As Vice President, Financial Solutions, Bill Kauffman, CLU®, ChFC®, LLIF, LUTCF®, leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life insurance and long-term care insurance. Under Bill’s direction, SMS has added a number of value-added programs to help agents and advisors grow their business, including Total Social Security®, Income ArchiTech®, Client Stream, Sales Forum and the SMS 360 business planning process.

Craig Taylor, CLF®

With more than 21 years of experience in the insurance industry, a master’s degree in management and leadership, and Series 6, 63, 26 & 51 and many other designations, Craig is a great leader and asset to Senior Market Sales.

Why Don't Your Clients Refer with Duncan MacPherson of Pareto Systems

Advisors need to rebrand how they ask for referrals, so that they are aligned with stewardship not salesmanship.

Taxes Today, Taxes Tomorrow: How to Help Clients Use Tax Advantaged Solutions

This session will focus on the current tax environment today as it relates to personal income taxes and estate taxes. We will also discuss projected tax reform and where taxes may be headed in the future. Most importantly the session will cover how producers can help their clients utilize tax advantages strategies to protect and build wealth.

How to Help Your Clients Have a Safe and Successful Retirement

Join Steven Sommer, from Securian, to learn how to help clients accumulate tax-free income, prepay their retirement taxes and protect their assets against LTC expenses. Also, learn how Securian is uniquely qualified to support your needs with different strategies and products.

Data Security Resources Cheat Sheet

Data Security Resources Cheat Sheet

Cigna-HealthSpring Code of Conduct

Cigna code of ethics and principles of conduct