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Annuities

You need a partner that offers real solutions that help you reach more prospects, get more referrals and, ultimately, grow your business.

Technology to Help You Succeed

Senior Market Sales® (SMS) is the marketing organization for tomorrow’s agent. We know agents face many challenges in today’s market. Our software and tools are designed to help you manage and simplify your practice, save time, eliminate mistakes and make your business stand out among the crowd. Compare the SMS Technology Platforms here.

Medicare Advantage

SMS offers unmatched carrier relationships, agent tools and expertise. Thousands of agents rely on SMS for expert advice and stellar marketing support.

LTC Case Development Worksheet

LTC Case Development Worksheet including a Health Conditions and Medications explanation and Medical Screening Questionnaire.

Ameritas

Ameritas PrimeStar® dental and vision insurance plans offer individuals a distinctive portfolio of flexible benefit plan designs with affordability to meet just about every need. All PrimeStar plans come with coverage for individuals 18+ (including seniors), and no enrollment fees.

CVS Health

Accendo Insurance Company, part of the CVS Health® family of companies has teamed up with insurance giant Aetna to bring you a competitive Medicare Supplement (Med Supp) product.

Webinar: Go Paperless for Greater Efficiency

Save time, eliminate errors and keep your business churning with paperless applications and other technology when you can’t meet with clients face-to-face.

2021 Plan Details

2021 Agent Central for Annual Enrollment Period Plan Details

Accendo

Accendo Insurance Company, part of the CVS Health® family of companies has teamed up with insurance giant Aetna to bring you a competitive Medicare Supplement (Med Supp) product.

Certification Website: Blue Shield of CA

Certification Website: Blue Shield

Blue Shield of California

Blue Shield of California, an independent member of the Blue Shield Association, is a nonprofit health plan dedicated to providing Californians with access to high-quality health care at an affordable price.

LTC Planning Process Interview 1

LTC Planning Process 1st Interview Document

FDR Compliance Requirements

CMS requires that all FDRs fulfill specific Medicare Compliance Program Requirements. We will describe these requirements in this document.

Foresters Financial

Foresters Financial is not a traditional life insurance carrier, driven by demands of investors. Instead, Foresters Financial is a membership-based fraternal benefit organization.

Privacy and Security

There are numerous regulations requiring the protection of consumer information, particularly the HIPAA Privacy Rule and Security Rule, as well as state breach notification laws.