News & Updates


Showing results for: and news


Why Every Advisor Needs to Know About NY Regulation 187

Because New York’s Regulation 187 is one of the first to be finalized in a tide of expected state “best interest” regulations, it could hint at what’s to come for producers elsewhere in the country. Learn more.

Understanding the SEC's New Best Interest Regulation and What's Ahead

Advisors and brokers making investment recommendations will soon face new federal disclosure and compliance requirements to act in their clients’ best interest, but insurance-only agents might also face new standards soon, too.

Renowned Economist Roger Ibbotson to Speak in Omaha, Nebraska, at Senior Market Sales Event

Official press release: Roger Ibbotson, an influential economist known for his groundbreaking work on the historical returns of the stock market, will speak on Tuesday, June 4, to insurance and financial planning professionals from across the country at the Senior Market Sales® (SMS) 2019 Sales Forum in Omaha, Nebraska.

Here's Your Motivation to Make a Move With MYGAs in 2019

Multi-year guaranteed annuities (MYGAs) are having a moment — up 63.3% in year-over-year third quarter sales, according to one report. See why consumers are attracted to MYGAs right now and how Senior Market Sales has beefed up its focus on MYGAs so you can meet this growing demand and grow your business.

 

Senior Market Sales Delivers Record-Breaking 2018 Results

Driven by service and technology, Senior Market Sales Inc. experienced record-breaking success in 2018, with significant increases in virtually all lines of business.

CMS Announces Special Election Period in California and Minnesota

The Centers for Medicare & Medicaid Services (CMS) has announced an extension for Medicare beneficiaries in California and Minnesota.

Interview With Agent Raul Cardenas

Craig Taylor, Associate Director of Medicare Solutions, interviews agent Raul Cardenas to gather insights on marketing D-SNP plans. This installment focuses on how to sell D-SNP plans — specifically how to get started, what do to once you've started, and how to maximize your success in this market.

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.

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.  

Update Your Mutual of Omaha Contract

Mutual of Omaha will offer Part D and Medicare Advantage this Annual Enrollment Period. Now is the time to update your contract. 

What to Watch For During AEP 2019

The upcoming Annual Election Period (AEP) is about100 days away. Get a long view of the potential opportunities that could shape AEP 2019.

Help Customers Affected By Cost Plan Discontinuation in Minnesota

Due to Federal legislation, Medicare Cost plans will be discontinued in most of Minnesota, affecting approximately 400,000 individuals. What is your plan to help these customers?

Marketing Hours Extended to Provide More Service

The SMS Medicare Solutions and Financial Solutions teams have extended their hours to better serve agents and advisors. 

Be Like Bill: Use e-App

Watch this quick video and discover how using e-App can make your business better.