News & Updates


Showing results for: and health


How to Sell Life Insurance in the Era of Crowdfunding

At a time when anyone can easily set up a web page to help a family facing unexpected financial needs such as a funeral, crowdfunding is serving as an alternative to life insurance. Learn why this isn’t the best option for clients and how to counter today’s crowdfunding mentality.

SMS Insider February 05 2020

In this issue: How to Sell Life Insurance in the Era of Crowdfunding; Understanding D-SNPs; Open the Client Floodgates With Workshops and Technology; Gain Dental Sales and Clients; Get Paid for Helping Clients Help Themselves

SMS Notes January 29 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.

Mutual of Omaha 2021 Med Supp & Dental Marketing Credits Program

Watch Your Marketing Credits Grow All it takes is a minimum number of issued Medicare supplement or dental applications in a month, and you’ll receive marketing credits you can use to help build your senior health business. Best of all, there’s no limit to the number of credits you can earn.

• Marketing credits are based on 1% of Med supp and/or dental ANBP

• Each marketing credit equals $1

Mutual of Omaha Sales Leaders Incentive Trip

Place qualifying business with Mutual of Omaha during 2020 and become a Mutual Sales Leader—and join us to explore the wonders of Maui. 

The SECURE Act: Are You Ready?

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.

3 Reasons to Conduct Educational Workshops in 2020

Several trends forecast to impact the insurance and financial planning industry in 2020 set the stage for educational workshops to be an even more successful lead generator than they already are. Check out these three reasons you should embrace educational workshops this year and how SMS can help.

Keys to an Effective Policy Review

Keys to an Effective Policy Review

SMS Insider January 08 2020

In this issue: AEP Recap With SMS’ Vice President of Medicare Solutions; Take Advantage of Technology That Sets Your Business Up for Success; 3 Reasons to Conduct Educational Workshops in 2020; Save the Date for Sales Forum 2020; The Most Sweeping Retirement Reform in Over a Decade

Transamerica 2021 Convention

Start now and make the commitment to qualify for the Transamerica 2021 Convention located in Montego Bay, Jamaica! Qualification period starts January 1st.

Senior Market Sales (SMS) Recaps the 2020 Annual Election Period (AEP)

Vice President of Medicare Solutions at Senior Market Sales Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, LLIF reflects on the 2020 AEP. He summarizes the recently completed AEP season in terms of trends, successes and challenges. He discusses how SMS helped agents write more AEP business. He provides input regarding his future outlook as well as upcoming resources and opportunities that SMS is planning for agents.

Aetna Bonus Programs - Med Supp & Ancillary

Submit qualifying applications and earn a bonus. The more qualifying applications submitted and policies issued, the more bonus dollars you can earn!

SMS Notes December 18 2019

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.

SMS Insider December 11 2019

In this issue: Save Time and Make More Money in 2020; Keep Busy With More Leads; Run More Successful Seminars; Cyber Crime Likely to Increase; Why Santa Uses Travel Insurance Center® 

SMS Notes November 27 2019

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.