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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.
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 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.
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.
CVS Health Code of Conduct
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 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.
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.
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
The Recipe for Success Slide Deck
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.
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.