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Voice Signature

Clients without email or who are more comfortable on the phone can sign their applications with their voice.

Heather Schmit

In her role as Annuity Case Manager, Heather works hard to provide excellent service on all annuity cases that are submitted through Jon Summers’ team.

Jared Baker, RICP®

With 15 years of industry experience and counting, Jared has the knowledge it takes to develop financial planning strategies that help advisors grow their business and proved well-rounded support for their clients.

Jack Calderon

Jack Calderon has experienced the insurance and financial services industry from just about every angle over the last 20 years.

Bruce Zimmerman

You'll never hear Bruce call his job boring. The annuity case manager relishes the challenges that make each day different: "Different agents to help, different carriers to work with, different transfers to follow up on, different issues, both good and bad, to deal with."

Medicare Answers: Is Medicare With a Supplement Better for Veterans Than VA Benefits?

This week’s Medicare Answers addresses whether veterans are better off with Medicare and a Supplement plan than with Veterans Affairs (VA) health care benefits

Provider Group

Provider groups are proven producers that partner with Senior Market Sales® to help people and access clients in a new innovative way. The Senior Market Sales and Oak Street program is a special opportunity to partner with this unique health care provider in your area.

Provider Group

Provider groups are proven producers that partner with Senior Market Sales to help people and access clients in a new innovative way. The SMS and Oak Street program is a special opportunity to partner with this unique health care provider in your area.

Sam Halpern

Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance.

Anthem AEP Product Training 2021

Anthem AEP Product Training Calendar for 2021

Tina Scott

As a Contracting Coordinator, Tina is instrumental in reviewing, processing and finalizing agent and agency contracting requirements. She helps agents maintain their active contracting status with many carriers and in multiple states.  This type of support leverages time for SMS agents so they can spend their energy selling insurance rather than tracking back office logistics and maintenance.

Joy Heuer

As office manager, Joy Heuer helps support the entire company by working closely with the insurance carriers we represent.

Postseason Game Plan: The Key to Cross-selling Final Expense

Watch this video to learn some simple marketing practices you can use to follow up with your Medicare clients to cross-sell final expense.

Anne Novak

Anne’s smarts and dedication earned her the high distinction of “Best of Class Service” at a Fortune 500 company, and she brings those same traits to Senior Market Sales.