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Using an HSA to pay for LTCI premiums may be an attractive option for your clients who are not eligible to deduct their premiums on their federal tax return.
Health Net, Inc. announced that it is in agreement to sell its Medicare stand-alone Prescription Drug Plan to CVS Caremark for approximately $160 million.
Our Medicare Advantage experts help you stay compliant with real-life scenarios encountered by agents in the field.
According to CMS rules, agents must keep PTC documentation for a minimum of 10 years, and it must be retrievable upon request from the carrier or CMS.
Some might think it’s a petty distinction to make, but there is a difference between a prospect and a lead, and it helps for you to know it.
This sales tip will describe a flexible funding option that you may not have encountered before, but could be a great fit for certain situations.
Find out why most agents don’t get more referrals from their "Centers-of-Influence." Learn how to maximize your COIs and get the referral results you deserve.
What are you and your clients looking for in a Medicare Supplement company?
This is a high-level introduction to LinkedIn, who is using it, why you should check it out and how to get started.
The Medicare Advantage industry made a historic technology leap this AEP when SMS agents in Rockford, IL, completed the first MA enrollments using an iPad app.
Annuity demand has spiked in recent years, recognizing their value as a safe, tax-deferred savings option but about 80% of annuities end up being inherited.
Utilizing a Pension Maximization Strategy can offer your clients the best of both worlds.
IUL is similar to VUL in that the cash value of the product is linked to the stock market, but that’s where the similarities end.
SMS has listed 20 ideas to help you not only increase client retention, but also cross-sell and up-sell your current clients and generate more referrals.
Many carriers have had to rethink the max issue ages for their products, and many advisors are rethinking what is an appropriate plan for their elderly clients.