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NAIC Best Interest Information Hub

Information about the NAIC Best Interest (Model #275)

Close Dental Sales by Revisiting Your Existing Medicare Supplement Clients

There’s a good opportunity for agents specializing in Medicare to make additional sales by revisiting their existing book of Medicare Supplement clients. Seniors desire adequate coverage for dental and vision. It’s up to you to present them with viable solutions that meet their needs and budget. Senior Market Sales® helps by offering agents proprietary tools and products designed to capture those additional sales.

SMS Notes January 27 2021

Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.

SMS Recaps Its 2021 AEP Season

Senior Market Sales® (SMS) was well-positioned to help producers have a profitable 2021 Annual Election Period (AEP) regardless of the pandemic situation. SMS marketing consultants worked tirelessly via Zoom and other screen sharing platforms to help agents transition into being successful in a socially distanced market. Plus, SMS offered agents numerous tools at no cost, which helped make more sales regardless of market conditions.

What Annuity Agents Need to Know About the New Best Interest Standard

Senior Market Sales® (SMS) is committed to ensuring suitable sales practices when recommending annuity products to consumers and to supporting the fair and equitable treatment of our insurance customers. To that end, SMS has compiled this executive summary of recent revisions and actions to the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation (Model #275). These revisions encompass new producer training requirements, updated carrier forms and revised recordkeeping necessities.

SMS Notes January 13 2021

Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.

Using Technology Tools for Socially Distanced Medicare Sales

The pandemic has changed many aspects of life. With all the uncertainty, producers that specialize in Medicare need to show clients and prospects that they are still in business and offering viable Medicare solutions as 2021 ensues. Furthermore, they need to demonstrate how this can be done while still maintaining social distancing protocol. Senior Market Sales® (SMS) speaks to this issue and provides solutions.

Understanding the Latest COVID-19 Relief Legislation

The Consolidated Appropriations Act of 2021, signed into law on Dec. 27, 2020, includes $900 billion earmarked to individuals and small businesses impacted by the coronavirus pandemic. Here are some of the key provisions of the legislation.

COVID-19 Resources for Insurance and Financial Planning Professionals

Just as your clients rely on you for support during the crisis, you can rely on Senior Market Sales® (SMS) to carry you through. Here is a list of resources for additional information on COVID-19.

Want a Lead-to-Appointment Conversion of 60 to 70%? Here Are 4 Secrets to Virtual Workshop Success

Eight months into the pandemic, the majority of White Glove educational workshops are conducted virtually – and with many advisors reporting the same or greater success as in-person events. This industry leader and Senior Market Sales partner shares four secrets to virtual workshop success.

When You Can't Meet Face-to-Face With Clients: How Insurance and Financial Planning Professionals Can Survive in the Coronavirus Era

Senior Market Sales® (SMS) has the support to help you quickly pivot to taking all aspects of your practice online, so you can service clients and even reach new prospects.

Senior Market Sales' Bill Kauffman Recognized by NAILBA for Contributions to the Insurance Profession

Bill Kauffman, Vice President of Financial Solutions at Senior Market Sales® (SMS), has been selected as a recipient of the 2020 NAILBA Independent Distribution (ID) Twenty Award honoring independent distribution’s most courageous innovators and visionaries who’ve made important contributions to the insurance profession.

SMS Notes December 16 2020

Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.

SMS Insider December 09 2020

In this issue: Knowledge Drives Dental Sales Success; Prospect More Effectively by Utilizing Client Stream Library; Technology to Help You Finish the Year With Strong Medicare Sales; The Urgent Opportunity for Additional Sales in Your Book of Variable Annuities; Why Santa Uses Travel Insurance Center

SMS Notes November 25 2020

Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.