News & Updates


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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.

Humana 2020 Certification and Recertification Instructions

Your year starts here. Humana Plan Year 2020 certification and recertification are now open!

SMS Notes June 26 2019

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.

2020 Blue Shield of California AHIP Certification for MAPD Sales

Jump-start your preparation to sell Blue Shield's MAPD and PDP plans for 2020 with AHIP certification training, which starts June 17, 2019.

AEP Agent Central

Welcome to the SMS AEP Agent Central. We've collected all the tools, technology and resources you need to save time, eliminate mistakes and make more sales during the busy AEP.

Stop Prospecting and Start Selling

Maximize your Medicare sales with high-quality internet leads that convert. Using leads from NextGen will result in less time spent prospecting. Less time prospecting equals more time selling. More time selling equals more sales. And more sales positively impacts your bottom line.

SMS Notes June 12 2019

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.

Healthcare Begins Here Retail Program at Walmart Stores

This AEP you can partner with the world’s largest retailer to market your business.When you participate in the Healthcare Begins Here Retail Program you have the opportunity to meet potential clients in a high-traffic area at Walmart stores while representing the carriers of your choice.

SMS Insider June 05 2019

In this issue: Conducting Successful Lead-Generation Seminars; Participate in the 2019 AEP retail program; Learn how a classic annuity finds new success; Stop prospecting and start selling; Find out how to earn money with Travel Insurance Center®

SMS Notes May 22 2019

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.

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.

SMS Notes May 08 2019

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.

Building a Successful Marketing Campaign

Consistent lead generation can help make your business more successful. Well planned and consistent lead generation is the backbone of any great marketing plan. 

SMS Insider May 01 2019

In this issue: What is MACRA; Design better retirements with Income ArchiTech; Participate in Walmart's Retail Program; 2019 Sales Forum; Medicare agency for sale

SMS Notes April 24 2019

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.