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Annuity Webinar Series

The SMS annuities team is hosting a series of four webinars over the summer to help you take your business to the next level. We’ll discuss Social Security planning, referrals, the Efficient Frontier illustration tool and also host a roundtable with some of our million-dollar producers. This is a series you won’t want to miss.

How To Get Medicare Supplement Referrals

Watch as Jack Calderon, Medicare Supplement marketer at Senior Market Sales®, details How To Get Medicare Supplement Referrals.

Milt Kleinberg

Long before he was CEO of Senior Market Sales®, one of the nation’s premier insurance marketing organizations, Milton Kleinberg started his insurance career in the 1960s as a field agent in Milwaukee, Wisconsin.

Jackie Slaughter, CLTC

With 32 years of experience in the insurance industry, it’s easy to see why Jackie has such a great knowledge of the LTC business and why she currently serves as the associate director of LTC solutions here at Senior Market Sales®.

Hershel Kleinberg

As Executive Vice President for Senior Market Sales®, Hershel Kleinberg is responsible for guiding the company's technology vision and solidifying the insurance marketer’s reputation as one of the industry’s leading technological innovators.

Greg Bolton

Greg began his legal and compliance career 12 years ago. He first worked for a securities broker-dealer before joining SMS as the general counsel.

2021 New Business Submission Cheat Sheet MA/MAPD/PDP

Please Note:

1. All agents must be certified and appointed to write business

2. 48 Hour submission clock begins when the agent signs and dates the application

2021 New Business Submission Cheat Sheet - Medicare Supplement

2021 New Business Submission Cheat Sheet for Medicare Supplement

2021 Supply Cheat Sheet MA/PDP/MAPD

2021 Supply Cheat Sheet MA/PDP/MAPD
Please Note: All agents must be contracted, appointed and certified to order supplies and write business.

The New Foundation of Retirement Planning

This white paper examines how demand for help with social insurance presents risks and opportunities for professionals who help Americans plan for retirement.

UnitedHealthcare 2021 Training Calendar

A list of UnitedHealthcare Training webinars for 2021. 

Top 10 Ways to Avoid Complaints

Top 10 Ways to Avoid Complaints

How to Filter Carriers and Plans from Quoting in LA Pro

How to Filter Carriers and Plans from Quoting in LA Pro