News and Updates


Showing results for: and health


D-SNP (Dual Special Needs Plans) Opportunities in Your Area

Do you need training on who to target for your audience? Attend a training course to learn more on Dual Special Need Plans.

Post-AEP Success Checklist

Get in front of more prospects than you’ll see the entire rest of the year. Deepen your relationship with your Medicare clients. Protect your business from the competition.

Mutual of Omaha - Living Promises Automated Underwriting

Mutual of Omaha offers Automated Underwriting on the e-Application for Living Promise® Final Expense. You can deliver instant underwriting decisions to your clients and a faster application process.

Medicare or Social Security: Who to Call FAQ

Listed in this document are common Medicare and Social Security questions that arise and whom to call for answers.

Nikki Workman

With almost 20 years of diverse experience in the insurance industry, Nikki is both experienced in the field working with clients directly and with being behind a desk working with agents directly.

Gordy Johnson

Gordy brings over 17 years of insurance industry experience and knowledge to Senior Market Sales®. He’s a licensed health and life agent in seven states. He has worked as a Medicare field trainer helping new and experienced agents develop their business.

Jennifer Mathews

Jennifer brings with her more than nine years of insurance industry experience to Senior Market Sales®. During her tenure at Mutual of Omaha, she worked in brokerage sales with long-term care, disability insurance and Medicare Supplement. 

Medicare Supplement e-App

Reduce incompletes and errors, increase your sales territory without increasing your gas bill and eliminate the cost of mailing and ordering supplies.

PDF Enrollment

This enrollment method is compatible with both face-to-face and remote selling strategies.

MA-PD Quote

Enter your client's prescription drugs into this tool to get the most accurate out-of-pocket cost estimate for each MA-PD or Part D plan.

Efficient Frontier Portfolio Calculator

This calculator takes complex forecasting scenarios and delivers simple, easy-to-digest examples to help clients understand their retirement income planning options.

Social Security Analysis (Total Social Security)

Total Social Security provides 100% of what you need to build Social Security planning into your practice, including the industry's leading software.

Lead Advantage Pro

Lead Advantage Pro® is our exclusive all-in-one sales management tool. Receive and manage leads, run quotes, submit online enrollments and access multiple carrier portals all in one place.