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Financial Advisors, Here's How to Turn Affluent Prospects Into Clients

Helping clients enroll in Medicare and review plans annually can be an easy way for financial advisors to reach prospects and lay the foundation for lifetime clients, and a recent survey indicates the opportunity is especially ripe with affluent Americans. 

 

SMS Notes June 27 2018

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Notes June 13 2018

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

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. 

When Your Clients Ask, 'Can I Afford to Retire?'

You can help clients answer one of their biggest questions: “Can I afford to retire?” Senior Market Sales® has a new tool that makes it easy for any type of retirement planning professional to help clients answer that question. Income ArchiTECH™ shows the impact of longevity risk on their retirement plans. With just a few clicks, it can show the impact of market fluctuation and help you develop strategies and solutions to manage it.

SMS Insider June 06 2018

In this issue: All Your AEP Needs In One Place; When Your Clients Ask, ‘Can I Afford to Retire?’; Technology Tools That Will Make This AEP Easier; Sales Forum is Underway; Walmart Retail Program Returns

2020 Mutual Of Omaha First Look Plan Details by State

Mutual Of Omaha CareAdvantage Complete for those looking for all the coverage that Medicare provides plus extra benefits like dental, vision, and SilverSneakers in an all-in-one plan. 

SMS Notes May 23 2018

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Be Like Bill: Use e-App

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

Scott Aschoff

With Scott's 21 years of experience working directly with advisors and financial planning, he is a great resource as an Internal Marketing Consultant at Senior Market Sales, Inc. His goal is to help agents by finding the best solution for their clients while taking as much of the work off their plate to focus on their business.

Aetna

Aetna is a leading Medicare Advantage carrier serving major population centers.

SMS Notes May 09 2018

In this issue: Coming Soon: Walmart Retail Program; New Medicare Cards Are Coming; Ameritas Increases Dental Commissions; Nationwide New Heights Offers Enhanced Illustrations

SMS Insider May 02 2018

In this issue: CMS Finalizes Changes to Medicare Advantage Plans; How to Sell D-SNP; Life Insurance and Financial Planning; Become a Travel Insurance Center Affiliate; New SMS Website Search

The Importance of Life Insurance in Financial Plans

Life insurance can be a critical part of a comprehensive retirement plan. New technology makes it easier to demonstrate this and position the right solution to your clients.