News and Updates

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SMS Insider February 02 2022

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

What's the Secret to Finding the Best IMO? These Successful Agents Say Top-Tier Service You Can Trust

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.

SMS Insider January 5 2022

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 Offers Advisors New Turnkey System to Provide Tax-Saving Strategies in Retirement

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. 

Find Success in Selling Dental Insurance During a Season of Change

The pandemic certainly transformed the dental industry into a rollercoaster with unprecedented ups, downs, twists and turns. This article strives to take away some of the vertigo you may be feeling regarding all this change and provide clarity about the industry’s current state and outlook for the future. Agents who sell dental insurance will find this information especially useful.


Acquire and Serve High-Level Clients With Tax-Saving Strategies: The CirrusView program is a turnkey, repeatable process to help increase annuity and life insurance sales and assets under management by helping high-net-worth clients with tax-saving strategies in retirement.

SMS Insider December 01 2021

In this issue: Help Clients Avoid the Tax Time Bomb; All Medicare Advantage Plus Part D Quoting Capability; Get Paid When Your Clients Purchase Prescriptions Through GlicRx; Use This Annual Election Period Resource for a Strong Finish; Increase Production by Adding Products to Your Business Mix

Sales Forum Summer Series

Watch all the Sales Forum Summer Series presentations on-demand all in one place. This series gives you exclusive industry insight into everything from tax-efficient retirement planning strategies to what’s new and now this upcoming Medicare Annual Election Period (AEP).

DOL Extends Fiduciary Rule Compliance Date, Including Rollover Advice

ThinkAdvisor - Bowing to industry pressure, the Labor Department on Monday extended the non-enforcement policy on its fiduciary rule to Jan. 31.

No-Cost Technology Resources Help Maximize AEP Enrollments

When it comes to Medicare’s Annual Election Period (AEP), success is measured in enrollment numbers. Senior Market Sales® (SMS) enables agents to lead the enrollment pack by providing complimentary tools designed to save time, eliminate errors and maximize enrollment potential. This article highlights just some of the features available through SMS’ Lead Advantage Pro® and Medicare Insurance Direct® (MID) platforms.