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Steve has been involved in the insurance industry for 25 years, getting his insurance license in the early 1990s while he worked for a local Omaha bank. Now, Steve is the Associate Director of Training in the Financial Planning Division of Senior Market Sales®.
SMS agents have successfully sold dental insurance after Med Supp appointments, and used dental insurance sales to open the door to sell additional products.
Mykin has been with SMS for over 15 years and manages one of the larger teams in administration, Contracting.
As Director of Marketing and Strategy Development, Brent Bench works in guiding strategic direction and in growing new distribution through acquisitions for Senior Market Sales.
Cigna's incentive trip to Quebec, June 9–13, 2016, for production February 1, 2015, through February 29, 2016.
You'll never hear Bruce call his job boring. The annuity case manager relishes the challenges that make each day different: "Different agents to help, different carriers to work with, different transfers to follow up on, different issues, both good and bad, to deal with."
Clients without email or who are more comfortable on the phone can sign their applications with their voice.
With 15 years of industry experience and counting, Jared has the knowledge it takes to develop financial planning strategies that help advisors grow their business and proved well-rounded support for their clients.
Jack Calderon has experienced the insurance and financial services industry from just about every angle over the last 20 years.
NAIC Best Interest Insurance Producer Requirements Checklist
In February 2020, the NAIC approved revisions to its long-standing Suitability in Annuity Transaction Model Regulation (“Model Regulation”). The revised regulation aligns with the SEC’s Regulation Best Interest (“Reg BI”) and requires insurance producers and carriers to act in the best interest of the consumer without putting their financial interests ahead of the consumer’s when recommending an annuity product.
NAIC Best Interest Frequently Asked Questions (FAQ)s
The National Association of Insurance Commissioners (NAIC) developed this FAQ document as a way to address those questions that are likely to arise regarding Model #275. No provision of this FAQ document is intended to supersede the specific language of Model #275. It is not intended to expand the content of the model regulation, but is designed to provide interpretive guidance regarding certain aspects of its provisions.
With more than six years of experience in contracting, Marilyn has the expertise to efficiently navigate agents through the contracting process. She began her career as a Contracting Associate and through persistence, leadership, and attention to detail has advanced to the position of Contracting Coordinator.