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Mike Peterson

Mike Peterson joined SMS in 2018 as the National Sales Director for Institutional Sales and an advocate for the Financial Solutions team, where he works with broker-dealers, RIAs and IARs across the country. He brings with him over 30 years of sales and marketing experience and has dedicated himself to serving the independent advisor through advanced practice management and consultation. 

SMS Notes August 22 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 August 08 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 Insider August 01 2018

In this issue: Understanding the New Medicare Marketing Guidelines; The New World of Fixed Indexed Annuities; Why Sell Dental, Vision and Hearing Plans; How to Get Scope of Appointment Forms Done in 3 Minutes; AEP Agent Central Has Everything You Need

Why Sell Dental, Vision and Hearing Plans

Selling Dental, Vision and Hearing (DVH) coverage is a natural extension of a growing Medicare business. Read more about this hot trend in the market, and learn how you can get started. 

Understanding the New Medicare Marketing Guidelines

The Centers for Medicare & Medicaid Services (CMS) has renamed the Medicare Marketing guidelines and made significant changes for this year. Here is a summary of the changes, and how they affect your business.  

SMS Notes July 25 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.

2020 Aetna Plan Details

Log in now for a preview of our 2020 Individual Medicare plan offerings — innovative products and services that take a total approach to health.With our 4.5 average Star Ratings, deep local market presence and high-quality product choices, it’s easy to get excited about the 2020 sales season.

2020 WellCare First Look Plan Details by State

WellCare Medicare Advantage Plans, DSNP and Value Plus Plans, Prescription Drug Plans By State

Update Your Mutual of Omaha Contract

Mutual of Omaha will offer Part D and Medicare Advantage this Annual Enrollment Period. Now is the time to update your contract. 

2020 Humana First Look Plan Details by State

Humana Medicare Advantage Plans, DSNP and Value Plus Plans, Prescription Drug Plans By State

2020 UnitedHealthcare Medicare Advantage Plans by State

2020 UnitedHealthcare Medicare Advantage Plans by State

SMS Notes July 11 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 Insider July 05 2018

In this issue: What to Watch For During AEP 2019; How to Turn Affluent Prospects Into Clients; A Better Way to Connect With Prospects; Get Ready at AEP Agent Central

What to Watch For During AEP 2019

The upcoming Annual Election Period (AEP) is about100 days away. Get a long view of the potential opportunities that could shape AEP 2019.