News & Updates


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Renowned Economist Roger Ibbotson Shares Insights in Exclusive SMS Interview

In an exclusive interview with Senior Market Sales® (SMS), renowned economist Roger Ibbotson shared groundbreaking insights that are challenging the traditional ways retirement planning professionals mitigate certain retirement risks.

Your Pre-AEP Preparation Checklist

The Medicare Annual Election Period (AEP) is coming soon. Are you prepared and equipped? Your SMS Marketing Consultant can help you hit the ground running. Here’s an AEP prep checklist to help you be ready.

SMS Notes September 26 2018

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Cross-Selling Made Easy

Do you want to deepen your relationship you have with your Medicare clients?

Do you want to protect your hard-earned business from the competition?

CMS Medicare Communication and Marketing Guidelines

The Medicare Communications and Marketing Guidelines (MCMG) interpret and provide guidance on the marketing and communication rules for Medicare Advantage (MA-only, MA- PD) plans (also referred to as “plans”),

SMS Insider September 05 2018

In this issue: Discover How Rx Import Saves Valuable Time; An Exclusive Webinar With Roger Ibbotson; Get Certified for AEP; Life Insurance Awareness Month Resources; Think Beyond the Death Benefit of Life Insurance

Client-facing Resources for Life Insurance Awareness Month

For Life Insurance Awareness Month, we’ve curated resources from the Life Happens website to help you with common sales objections and to show the value of life insurance.

Show Clients How Life Insurance Can Mitigate Retirement Risks While They're Living

Today’s life insurance offers clients greater flexibility than just the traditional death benefit. They can provide solutions to clients’ concerns about outliving retirement and not having enough money.  

SMS Insider October 03 2018

In this issue: Your Pre-AEP Preparation Checklist; An Interview With Roger Ibbotson; The Latest Time-Saving Tool From SMS; Help Your Clients Understand Sequence of Returns Risk; Discover the Future of Value-Based Health Care

Mike Peterson

Mike Peterson joined SMS in 2018 as the National Sales Director for Institutional Sales and an advocate for the Financial Solutions team, where he works with broker-dealers, RIAs and IARs across the country. He brings with him over 30 years of sales and marketing experience and has dedicated himself to serving the independent advisor through advanced practice management and consultation. 

SMS Notes August 22 2018

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Notes August 08 2018

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Insider August 01 2018

In this issue: Understanding the New Medicare Marketing Guidelines; The New World of Fixed Indexed Annuities; Why Sell Dental, Vision and Hearing Plans; How to Get Scope of Appointment Forms Done in 3 Minutes; AEP Agent Central Has Everything You Need

Why Sell Dental, Vision and Hearing Plans

Selling Dental, Vision and Hearing (DVH) coverage is a natural extension of a growing Medicare business. Read more about this hot trend in the market, and learn how you can get started. 

Understanding the New Medicare Marketing Guidelines

The Centers for Medicare & Medicaid Services (CMS) has renamed the Medicare Marketing guidelines and made significant changes for this year. Here is a summary of the changes, and how they affect your business.