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Long before he was owner and CEO of Senior Market Sales, Inc, one of the nation’s premier insurance marketing organizations, Milton Kleinberg started his insurance career in the 1960s as a field agent in Milwaukee, Wis.
With 32 years of experience in the insurance industry, it’s easy to see why Jackie has such a great knowledge of the LTC business and why she currently serves as the associate director of LTC solutions here at Senior Market Sales.
As Executive Vice President for Senior Market Sales, Hershel Kleinberg is responsible for guiding the company's technology vision and solidifying the insurance marketer’s reputation as one of the industry’s leading technological innovators.
Greg began his legal and compliance career 12 years ago. He first worked for a securities broker-dealer before joining SMS as the general counsel.
The SMS annuities team is hosting a series of four webinars over the summer to help you take your business to the next level. We’ll discuss Social Security planning, referrals, the Efficient Frontier illustration tool and also host a roundtable with some of our million-dollar producers. This is a series you won’t want to miss.
Watch as Jack Calderon, Medicare Supplement marketer at Senior Market Sales, details How To Get Medicare Supplement Referrals.
Top 10 Ways to Avoid Complaints
As Vice President of Financial Solutions, Bill Kauffman, CLU®, ChFC®, LLIF leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life and long-term care. Under Bill’s direction SMS has added a number of value-added programs to help agents and advisors grow their business, including Total Social Security, Total Client Engagement, Sales Forum and the SMS 360 Process.
Humana 2020 Certification & Recertification Helpful Details
Certification & Recertification Helpful Details The AHIP Training Requirement and the Cut-over to PY20 Cert/Recert AHIP is a training requirement for both Humana MarketPoint Certification and Recertification.
With more than 21 years of experience in the insurance industry, a master’s degree in management and leadership, and Series 6, 63, 26 & 51 and many other designations, Craig is a great leader and asset to Senior Market Sales.
With more than 25 years of experience in the insurance industry, both from a Carrier, and Agency Background, a Master’s Degree in Management and Leadership, and experience holding a Series 6, 63, 26 & 51 as well as his Chartered Leadership Fellow Designation and others.
Advisors need to rebrand how they ask for referrals, so that they are aligned with stewardship not salesmanship.