News & Updates


Showing results for: and practice


White Paper - The Journey

As the abundance of information and advances in technology empower consumers to confidently manage their own financial investments, returns-focused financial professionals must shift to a more relationship-focused practice.

Sales Forum: Sales concepts, case studies, and best practices to help you sell more

The Sales Forum features a combination of main stage and breakout sessions delivered by industry experts, top producers and representatives from our carrier sponsors.

SMS Agent E&O Insurance Program Renews September 1

Great news! Senior Market Sales' agent E&O insurance program will renew on September 1 with no premium increases since 2009!

Top 10 Tools for Medicare Agents This AEP

SMS is the IMO for tomorrow’s agent. Our tools and technology are designed to help you save time, eliminate mistakes and make more sales during the busy AEP.

SMS Agents Make Historic First Sales Using iPad App

The Medicare Advantage industry made a historic technology leap this AEP when SMS agents in Rockford, IL, completed the first MA enrollments using an iPad app.

An Agent's Guide to Developing a Marketing Plan

Developing a marketing plan will help you establish exactly who you are, who you are trying to reach and what you are trying to accomplish.

Middle-Income Americans Want and Appreciate Help With Financial Planning

According to a recent study, 51% of pre-retirees and retirees had not been contacted by any kind of retirement professional in the last year.

Be the Calm Within the Storm

Responding proactively to a crisis will calm client fears and reinforce your value as an advisor. Learn how to build your crisis communications plan.

Laddering Annuities to Create an Income Stream

One well-known strategy for creating a steady income stream is annuity laddering or buckets.

3 Things to Consider About Med Supp Commissions

Agents need to be aware of some of the tactics carriers use to make their commission rate look more attractive without really paying more.

5 Steps to Annuity Suitability

Over the last several years, many states have begun to specifically define what agents must consider when selling annuities — especially to seniors.

Lead Nurturing Tips for Insurance Agents

What do you do when someone isn’t ready to buy right now?

10 Reasons Your Insurance Practice Needs a Web Site

Even if you do nothing else online, as a business-owner, you have to have a website. People expect a legitimate, successful business to have a website.

How Precision Marketing Can Help You Reach Your Ideal Prospects

What if you could spend the majority of your time offering solutions for people with similar needs? By engaging in Precision Marketing, you can.

Web Sites for Agents

Web sites are an essential marketing and prospecting tool—even for insurance agents who operate out of their home.