News & Updates


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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. 

Understanding Dual Eligible Special Needs Plans (D-SNPs)

Dual Eligible Special Needs Plans (D-SNPs), could be a good way to grow your existing Medicare business. Here are answers to questions commonly asked about D-SNPs. 

SMS Notes April 11 2018

In this issue: Medicare Advantage Goes Beyond Medical Coverage; How to Sell D-SNP Plans; Register Now for Sales Forum 2018; Leverage Roger Ibbotson’s Latest Insights

Intro to Annuities - A Starting Point for Success

Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets. 

Internet Leads

SMS producers are eligible for steep discounts and free lead credits from a variety of top-rated Internet lead vendors.

Using Processes and Tools to Enhance Your Business

There is a way to provide clients more big-picture clarity while also demonstrating the need for the solutions you have to offer. Start using a new process and tools to enhance your business. 

What Continued Industry Consolidation Means for Agents

Consolidation has been a trend in the health care industry this year. The health insurance and pharmaceutical industries are drawing closer to each other. What does this mean for Medicare agents? Get some answers.

Life Training 101: Lesson 3 -Making a Recommendation

This brief video will help you determine which life insurance product or combination of products can help your clients and prospects protect what they care about and achieve their financial goals.

Life Training 101: Lesson 2 - The Types of Life Insurance

This brief video will help you learn about the types of life insurance and where they fit based on the needs of your clients and prospects.

Life Training 101: Lesson 1 - The Purpose of Life Insurance

This brief video on the purpose of life insurance will help you identify opportunities for life insurance sales with your clients and prospects.

Interview With Agent Mike Thomas

Craig Taylor, associate director of Medicare Solutions, interviews agent Mike Thomas to provide additional insight on marketing D-SNP plans.

Provider Look-up and Network Search ( PLANS )

With the new Provider Look-up and Network Search ( PLANS ) tool, you can locate healthcare providers by zip code radius and/or provider type.

Ben Braverman

With more than six years of experience in the financial services industry, Ben puts his clients first as an Internal Marketing Consultant at Senior Market Sales, Inc.

Interview With Agent Blake McCoy

Craig Taylor, associate director of Medicare Solutions, interviews agent Blake McCoy to provide additional insight on marketing D-SNP plans.

Scott Hodson

As an Internal Marketing Consultant, Scott’s main goal is to help agents grow their business and increase their market share using financial products.