News & Updates


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SMS Notes June 09 2021

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

2022 Humana Certification & Recertification Details

Certification details for 2022 MA/MAPD for Humana

SMS Insider June 02 2021

In this issue: Updated Lead Advantage Pro® Video Training Library; A Partner That Rewards You for Your Business; Why All the Buzz About Roth Conversions Now?; Increase Medicare Leads Using an Automated Communication System; SMS Expands Offering to Include Financial Advisory Services With RIA

Why All the Buzz About Roth Conversions Now? Understand the Opportunity for Clients and Your Business

Converting money from a traditional retirement account to a Roth account is not a new strategy to help clients with retirement planning, but it’s experiencing a renewed sense of urgency. Here's why and what this opportunity means to insurance and retirement planning professionals.

A Partner That Rewards You for Your Business

Senior Market Sales® takes the time and makes the effort to ensure that its agent partners experience a symbiotic relationship. To put it simply, the more you do business with SMS, the more you will receive in terms of rewards. Here’s just a sampling of what SMS offers in that regard. 

SMS Notes May 26 2021

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

Senior Market Sales Expands Offering to Include Financial Advisory Services with RIA Sequent Planning

Senior Market Sales has acquired Sequent Planning, a registered investment adviser (RIA), to provide additional opportunities for insurance and retirement planning professionals as the industry has moved toward a higher standard of care and more holistic planning.

Aetna Sales Contest Trip to Ireland

Your Dental, Vision and Hearing applications could earn you an 4-night stay for two at The Ashford Castle Hotel & Country Estate, brought to you by Careington International Corporation.

SMS Notes May 12 2021

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

States Embrace Best Interest Annuity Standard

InsuranceNewsNet - As 2020 progressed through the summer, many insurance regulators were concerned that best-interest annuity sales rules were not being adopted in many states.

SMS Insider May 05 2021

In this issue: GoGoMeds: A New Way to Add Value and Build Client Loyalty; The Importance of Social Security Planning to Your Clients; Sales Forum Producer Panel; New Prospecting Pieces Available; A Solid Platform for Medicare Sales

New DOL Fiduciary Rule Creating Regulatory Whiplash

ThinkAdvisor - The Labor Department is setting up “regulatory whiplash” and huge compliance costs by requiring retirement advisors to comply with a new fiduciary prohibited transaction exemption that it plans to eventually amend, attorneys at Eversheds Sutherland warn.

A Solid Platform is Key to Medicare Insurance Sales Success

When it comes to the Medicare insurance industry, agents who have a strong platform are those most likely to see the greatest success. Coordinating and managing the various aspects of the job can be daunting, and the reason that some fail. Conversely, many who succeed are those who utilize the tools available to streamline their business for maximum productivity. This article looks at some of the valuable tools available to Medicare agents.

Foresters Benefits of Membership Brochure

Join the millions of Foresters members living their best life every day. Find out more at foresters.com.

Want Leads, Happy Clients, Referrals and Growth? Social Security Planning Has It All

The baby boom retirement wave is here, and that means hundreds of thousands of potential clients asking, “When should I file for Social Security?” If you aren’t helping answer this question, you’re missing out on one of the biggest opportunities to grow your business. With the right support and technology, incorporating Social Security planning  into your existing practice can be simple and can produce both immediate and long-term, sustained growth.