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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.

Tragic COVID-19 Stories Out of Nursing Homes Could Increase Demand for Long-Term Care Planning, Especially At-Home Care

The heartbreaking stories and high death toll at nursing homes due to the coronavirus disease (COVID-19) may be changing the public’s perception in ways that could signal higher demand for long-term care planning and products, especially solutions for at-home care.

SMS Is Here for You

We may be at home for now. But we’re still here for you. In these uncertain times, your clients need the solutions and expertise you provide more than ever. 

Webinar: How the CARES Act Impacts You and Clients

Watch this webinar learn about the key provisions and relief programs available in the Coronavirus Aid, Relief and Economic Security Act (CARES Act). The $2.3 trillion rescue bill brings much needed economic support to those who may be facing financial hardship now ­– and that could include you and your clients.

What Insurance Agents Need to Know About the CARES Act and Paycheck Protection Program

The Coronavirus Aid, Relief and Economic Security Act, or the CARES Act, includes a number of provisions that insurance agents need to know about so they can advise clients and also possibly receive aid as small business owners. 

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.

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 Service Update

Senior Market Sales® (SMS) wants to assure all of our producers and carrier partners that although we may be operating differently, we are committed to the same service standards to which you have been accustomed.

Helping Clients Through the Coronavirus and Market Chaos

Despite all the uncertainties surrounding the coronavirus and its impact on the global economy, one thing is crystal clear: now is the time to demonstrate to clients your value as an insurance and financial planning professional.

The SECURE Act: Are You Ready?

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.

Lead Advantage Pro Facebook Live

There’s a big enhancement headed to Lead Advantage Pro very soon!

Helping Your Clients Through Volatility

Market volatility provides an opportunity for insurance and financial planning professionals to show their value to clients. Senior Market Sales can help you educate clients about market risk and offer solutions to lock in their gains — before the downturn.

SMS Offers a Solution to Medicare.gov's Prescription Drug List Policy Changes

Have you heard the news? As of October 1, 2019 agents will no longer be able to access prescription drug lists for their clients on Medicare.gov using the new Plan Finder. This represents a significant change, making the process of obtaining this information more difficult, and less pertinent even if it is obtained. Consequently, agents who use the site for that purpose and fail to adjust their procedures, will likely see their MA-PD and Part D sales suffer.

Manufacture Time and Make More Sales this AEP Season

In this webinar, presented by Senior Market Sales® (SMS) Vice President of Medicare Solutions Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, you’ll discover how FREE proprietary technology solutions from Senior Market Sales® can create more time for you to close more sales.

Medicare Advantage Plans and Market Trends/Disruptions

With Annual Enrollment Period (AEP) 2020 just around the corner, Senior Market Sales® (SMS) addresses which is the best MA policy for clients — one structured as an HMO, PPO, or PFFS? This article compares these three plan structures so that you can provide value to your clients by helping them make a more educated MA plan decision.