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Sean Pekarsky

Sean has moved up the ladder quickly since joining SMS in 2008.

Sakessa Moss

As a New Business Coordinator, Sakessa oversees the New Business – Medicare Solutions team, which processes Medicare Supplement, MA, and PDP applications. Her team is a huge asset for agents and SMS because they are the connecting points between agents and carriers.

Solution to Prescription Drug List Policy Changes

As of October 1, 2019 agents will no longer be able to access prescription drug lists for their clients on Medicare.gov using the new Plan Finder, unless they obtain the client’s user name and password for each drug list ID.

Portal Instructions – Compliance Certification

Portal Instructions – Compliance Certification

Cybersecurity

Stay on top of the ever-evolving regulatory environment and avoiding the severe consequences of a data breach with these helpful tips and resources about cybersecurity. Login to SMS and download the Now York Agent Guide to Cybersecurity here.

LTC Case Study: Repositioning Lazy Assets for Retirement Protection for Individuals

In this case study, we show you how an individual can reposition lazy assets, or rainy day funds, to fund their long-term care needs.

Radio Ads

We've recorded several ads that you can run on your local radio for Ameritas dental insurance.

Legacy Safeguard

Legacy Safeguard is a powerful final expense marketing tool perfect for Medicare Supplement agents.

Postseason Game Plan

Now that you’ve served your clients with their Medicare plans, follow up on another major need and help them leave a lasting legacy. Get your copy of the Postseason Game Plan.

Gathering More Assets with Next Generation Income Solutions

Are your retirement income conversations truly resonating with prospects?

Building Social Security Planning into Your Practice

Did you know 57% of clients now expect Social Security advice from their financial planner?

Elevate Your Practice with Social Security Timing

Hear from real advisors about how they use Social Security Timing™ to help their clients maximize Social Security and at the same time open the door to annuity sales as part of an overall retirement plan!

Generating Sales in a Low-Rate Environment

Are low rates and a sluggish market hindering your annuity sales?

Brandon Hughbanks

Brandon has sold travel insurance; international medical insurance; accidental death and dismemberment insurance; kidnap, ransom and extortion insurance; and defense base act insurance.

Alan Lightbody

Alan Lightbody has over 22 years experience working in the insurance industry with the last 12 here at Senior Market Sales in the Travel Insurance Division.