News & Updates


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Factors to Consider During AEP 2016

This year’s Annual Election Period is kicking off, marking the busiest and most important time in our profession. Every year is a little bit different, and 2016’s AEP has a few important factors for consumers to consider.

A New Technique to "Self-Insure" a Long-Term Care Event

What if there was a way to mitigate the risks of an extended care event by leveraging non-income-producing assets? LTC National Sales Director Skip Liddell shows you a solution that offers LTC benefits, death benefits and helps avoid negative tax consequences.

What Zika Teaches Us About Cancel for Any Reason Plans

What you need to know if clients ask about the Zika virus and travel insurance.

How Annuities Will Be Transformed by the DOL Fiduciary Rule

The DOL fiduciary rule will be a hot topic throughout 2016. SMS is watching legislative and marketplace developments, and will keep you informed.

Terrorism Fueled Travel Insurance in 2015 — What About 2016?

In 2015, many worldwide events fed people’s emotions, sparked anxiety and uncertainty and caused pause regarding travel plans. What's ahead in 2016?

Travel Insurance Questions Following Paris Attacks

The Nov. 13 attacks in Paris have prompted many questions to our call center regarding travel insurance coverage for terrorism. Here are some answers.

How the 2016 Budget Changes Social Security Planning

The implications of the 2016 budget are significant for your clients since it contains some sweeping revisions to Social Security.

Making Sense of the Medicare Part B News for Your Clients and Employees

With seven million seniors (30% of beneficiaries) affected by Part B price increases, you'll need to know how to answer your clients' questions.

SMS White Paper Reveals New Importance of Social Insurance to Consumers — and You

A new SMS white paper finds that financial and insurance professionals should make Medicare and Social Security the foundation of retirement planning.

Social Security and Medicare Emerging as New Foundation of Retirement Planning, But Few Advisors Ready

Rather than entitlements that don’t need strategy and planning, advisors should view Medicare and Social Security as the foundation of retirement planning.

Agents Learn and Share Ideas at Fourth Annual Sales Forum

More than 100 agents and advisors from all the over the country were in Omaha for the fourth annual Sales Forum held June 10 – 12, 2015.

Annuities: The Official Retirement Vehicle of the Obama Administration

A recent report from the Middle Class Task Force named annuities as one of the tools that give Americans a better shot at a more secure retirement.

SMS' VP of Medicare Solutions Shares Talking Points at National Conference

Dwane McFerrin, SMS' vice president of Medicare Solutions and chair of the NAHU Medicare Advisory Group, addressed the main assembly at this year's Capitol Conference in Washington, D.C.

Make Sure Your Special Events Are Compliant

Get a run-through of the basic considerations for planning an event, and a few helpful resource documents to help you get started and stay compliant throughout.

When Travel Insurance Hits Home: Part 2

Follow-up to a personal story about travel insurance by Dan Drennen, Director of Sales & Marketing Travel Insurance Center.