News & Updates


Showing results for: and health


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.

Shelly Schwedhelm

Shelly Schwedhelm has served in leadership roles within Nebraska Medicine for 35 years. Her work experience has encompassed positions of increasing accountability and responsibility requiring exceptional strategic, communications, analytical, and team-building skills.

Joe Elsasser, CFP®

Joe developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits.

Tina McGill

Tina didn’t start her career in the insurance industry. In fact, she started out working for a real estate broker, business broker and also a food brokerage before deciding to try her hand at insurance.

Brian Revas

With several years of experience selling life insurance and Medicare Supplement products, Brian knows what it takes to recruit agents and give them the knowledge they need to grow their business.

Jeff Sullivan

Jeff is a trusted source for difficult questions and cases, and also helps agents think outside of the box with marketing and getting in front of new clients.

Matt Van Auken

Matt got his start in the industry 29 years ago working part-time in the mailroom of an insurance company while he was in college.

Joey Loth

Twenty years in New Home Sales was losing its spark, so Joey made a change and went to work for a large agency in Omaha specializing in Medicare and the senior market.

Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, LLIF

As Vice President of Medicare Solutions, Dwane McFerrin, CLU®, CFP®, RHU®, CLTC has helped position Senior Market Sales as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement.

Will Virtual Practice Change How You Do Business This Annual Election Period (AEP)?

With the majority of Medicare-eligible individuals in higher-risk groups for coronavirus, Medicare agents need to change how they sell in order to have a successful Annual Election Period. Essentially, Medicare producers need to be willing to meet clients the way they prefer to meet, whether that’s in person, online, or over the phone. Fortunately, Senior Market Sales® (SMS) offers multiple solutions to help agents successfully sell Medicare products while remaining cognizant of client safety concerns.

2021 Certification Cheat Sheet

Certification instruction for the 2021 MAPD selling season 

John McQuaid, RHU®

John started his insurance career 23 years ago while working for an employee benefits firm, where he started as a marketing consultant and eventually moved up to an account executive position.

Total Client Engagement with Marci Fried

Hear from the Keynote speaker from Sales Forum 2017, Marci Fried, about how you should go about your client process. 

UnitedHealthcare® Medicare Advantage Certification Requirements

UnitedHealthcare® Medicare Advantage certification requirements. Starting Monday, June 29, you can certify to sell 2021 UnitedHealthcare products.

Cigna HealthSrping Event Reporting Example Template 6 2017

Cigna HealthSrping Event Reporting Example Template 6 2017