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How Successful Agents Get Ready for AEP

The Annual Election Period (AEP) represents a busy time for agents who sell Medicare products. Proper preparation is key. Are you prepared? Do you have a strategy in mind? The pandemic has prompted many agents to incorporate virtual meetings, social media and the like into their 2021 AEP strategy. Senior Market Sales® (SMS) offers a few tips and resources to help with this process.

Jim Summers

As Executive Vice President, Managing Director and President of Senior Market Sales®, Jim Summers is responsible for guiding the company’s strategic direction and day-to-day operations.

Mark Cavalieri, LUTCF®, CIWC

Mark comes to Senior Market Sales with 27 years of experience in the insurance and financial services industries. As Senior Market Sales’ Associate Director of Annuities, Mark’ strength is providing marketers with sales ideas and holding them accountable to their goals — which, in turn, makes them stay accountable to their clients.

Mike Chochon

As Director of Strategic Projects, Mike Chochon helps in deciding where to focus company resources going forward. The goal is to provide agents with the most flexible and complete product suite, so they can better serve their clients and grow their practice.

Aetna-Coventry Code of Conduct

CVS Health Code of Conduct

Richard Collier

Richard Collier is a Regional Sales Executive with Humana. He worked the early part of his career in Pharmaceutical Sales, and the last 12 years in Medicare related Insurance Sales.

Michael K. Brandenburg, CLU, ChFC

Michael Brandenburg is currently a Regional Vice President at American General Life for the Midwest Region. His focus is agency marketing and sales development, and his responsibilities also include product orientation and agency training and support.

Use Email Marketing to Retain Your Business

Your clients are the most important part of your business. Without them, your business doesn't exist. In that sense, a current client is worth more than even the best prospect.

Increase Medicare Leads Using an Automated Communication System

Want more Medicare leads? LeadJig from Acquire Direct can help. This presentation will cover LeadJig’s platform and its turnkey method of producing quality Medicare leads for agents. Specific focus will be made on how LeadJig’s automated communication and lead flow system enriches prospect data with additional information so that agents can maximize return on investment.

Use Email Marketing to Retain Your Business Slide Deck

Use Email Marketing to Retain Your Business Slide Deck

The Recipe for Success Slide Deck

The Recipe for Success Slide Deck

Making Sense of Roth IRA Conversions

Making Sense of Roth IRA Conversations. Here are some benefits of a Roth that may appeal to your retirement-age clients. Long-term tax benefits, tax diversification, no lifetime distributions, social security taxation, and tax-free legacy are some of the reasons to consider a Roth.

About

Senior Market Sales® (SMS) is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money and put their business in a position of distinction.