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Mutual of Omaha MACRA

Mutual of Omaha MACRA

Dan Trumblee

As Director of Communications and Creative Services, Dan Trumblee helps SMS and its agents develop communications strategies that differentiate themselves and articulate their value to their customers. Dan has more than 10 years of experience as a communications professional in the insurance industry.

Ryan Vlasin

Ryan has worked as a pharmacist for eight years and has a lot of experience helping patients better understand how their insurance covers their prescriptions. 

Michael Yasi

Mike is responsible for strategic DSNP sales planning and deployment within a matrix now enjoying unprecedented DSNP sales across all Central states.

Andrew Petersen

Andrew got his start in the industry back in 2007 after looking for a career that offered opportunity and growth. In 2010, he joined SMS as an Associate Marketing Consultant and eventually worked his way up to his current position, Call Center Program Manager.

Mike Chochon

As First Vice President, Sequent Planning, Mike Chochon helps in deciding where to focus company resources going forward. The goal is to provide agents with the most flexible and complete product suite, so they can better serve their clients and grow their practice.

Nick Allder

As a New Business Coordinator, Nick Allder, works to oversee the New Business processing for our Special Markets and Marketing & Sales Systems Support teams.

Annuity Webinar Series

The SMS annuities team is hosting a series of four webinars over the summer to help you take your business to the next level. We’ll discuss Social Security planning, referrals, the Efficient Frontier illustration tool and also host a roundtable with some of our million-dollar producers. This is a series you won’t want to miss.

How To Get Medicare Supplement Referrals

Watch as Jack Calderon, Medicare Supplement marketer at Senior Market Sales®, details How To Get Medicare Supplement Referrals.

MCMG Release Memo

Medicare Communications and Marketing Guidelines, a memo from CMS.

Joe Elsasser, CFP®

Joe developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits.

Bill Kauffman, CLU®, ChFC®, LLIF

As Vice President of Financial Solutions, Bill Kauffman, CLU©, ChFC©, LLIF leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life and long-term care.

Hershel Kleinberg

As Chief Technology Officer for Senior Market Sales, Hershel Kleinberg is responsible for guiding the company's technology vision and solidifying the insurance marketer’s reputation as one of the industry’s leading technological innovators. Since joining Senior Market Sales in 1997, Mr. Kleinberg has overseen the development of a number of company’s powerful web-based tools and services never before seen in the insurance industry.