News and Updates
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American National DOL Fiduciary Rule Update
As previously communicated, the Department of Labor (“DOL”) has issued restrictive policies on the sale of certain products involving funds from a qualified plan.
American National Department of Labor (DOL) Fiduciary Rule and Impartial Conduct Standards
Beginning February 16, 2021, the provisions of the DOL’s new Fiduciary Rule became effective, including the expanded definition of fiduciary and Impartial Conduct Standards under new and amended prohibited transaction exemptions.
North American - Your Potential Fiduciary Obligations
In late 2020, the Department of Labor (DOL) under the Trump Administration created new rulemaking which likely impacts those advising and selling in the qualified marketplace.
North American - PTE 84-24 Disclosure and Acknowledgment Form for Qualified Annuity Purchase
This Disclosure and Acknowledgment Form (“Form”) provides important information you should know before making a purchase of, and potential additional payment(s) to, an Annuity Contract issued by the Company (“Insurance Company”).
North American - Kevin Mechtley DOL Update
Kevin Mechtley delivers a DOL update via video.
In this issue: Top-Tier Service Is Secret to Finding Best IMO; 2022 AEP Recap and Market Outlook; Cross-Sell a Dental Plan Designed Specifically for Medicare Clients; Get Paid When Clients Purchase Prescriptions Through GlicRx; SMS Solidifies Top-Notch Keynote Speaker for the Return of Sales Forum Live
Keynote Speaker: Tom Hegna, CLU, ChFC, CASL
Tom Hegna is an economist, author and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!.
Independent insurance and financial planning professionals often don’t know what they’re missing in an insurance marketing organization (IMO) or that they’re working with a subpar one until it’s too late. Hear what three successful advisors say makes Senior Market Sales an exceptional IMO.
Senior Market Sales (SMS) 2022 AEP Recap and Market Outlook
Dwane McFerrin, Senior Vice President of Med Solutions at Senior Market Sales® presents a recap of the 2022 Annual Election Period and examines how agents found success through SMS tools and resources. Plus, McFerrin uncovers valuable insights regarding the future and how to best prepare your Medicare practice for maximum sales potential.
Senior Market Sales Acquires Medigap Life in Latest Strategic Growth Move
Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired Medigap Life, a highly successful call center serving thousands of customers in all 50 states with affordable Medicare health insurance plans.
In this issue: What's Ahead in 2022: SMS Experts Share Predictions, Trends to Watch; Find Success Selling Dental Insurance During a Season of Change; Client Stream Lead Programs; Sales Forum Returns; Acquire and Serve High-Level Clients With Tax-Saving Strategies
Senior Market Sales Acquires Transitions Benefit Group in Latest Strategic Growth Move
Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired Transitions Benefit Group as a strategic partner in the employer group insurance space.
GlicRx: Prescription Discount Program
GlicRx is a nationwide prescription discount program, similar to GoodRx that helps users save up to $95 per prescription over a pharmacy's retail price. Unlike GoodRx however, GlicRx pays agents every time their clients purchase prescriptions on its platform.
What's Ahead in 2022: SMS Experts Share Predictions, Trends to Watch
Two Senior Market Sales® (SMS) leaders forecast what 2022 could have in store for the insurance and retirement planning industry. With combined experience of more than 70 years, SMS’ Dwane McFerrin and Bill Kauffman share their predictions and trends to help you navigate the year ahead.
Senior Market Sales® (SMS) today unveiled the CirrusView process, a turnkey, repeatable system to help insurance and retirement planning professionals acquire and serve high-level clients with advanced tax-saving strategies.