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Agent Initiated Consumer Online Enrollment (AICOE®)

A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.

Paul Nelson

Paul can draw on his nearly 42 years of experience in the insurance business to help you improve your practice.

Mutual of Omaha Mutual Sales Leaders

Qualification requirements for Mutual Sales Leaders 2017 trip to Ireland in 2018.

Telephone and Video Solicitation

Athene guidelines for telephone & video solicitation

The What, When & How of the Impending Impartial Conduct Standard

Are you confused or concerned about the upcoming impartial conduct standards? In this webinar, SMS experts share answers to help you understand your options and minimize exposure for your business.

Angela Lewman

As the New Business Team Leader for Financial Solutions, Angela is responsible for overseeing all Annuity, LTC and Life Insurance business that is submitted to ensure that any delays to issuance will be avoided.

2020 New Business Submission Cheat Sheet - Medicare Supplement

2020 New Business Submission Cheat Sheet for Medicare Supplement

Jim Summers

As President of Senior Market Sales, Inc., Jim Summers is responsible for guiding the company’s strategic direction and day-to-day operations. Since joining the company in 2000, Senior Market Sales has been one of the fastest-growing marketing organizations in the industry, now with more than 30,000 independent agents under contract.

GoSMS Mobile Quoting Tools

Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.

Easing the Pain of Paperwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

Marilyn Cunard

With more than six years of experience in contracting, Marilyn has the expertise to efficiently navigate agents through the contracting process. She began her career as a Contracting Associate and through persistence, leadership, and attention to detail has advanced to the position of Contracting Coordinator.

Curtis Lueckenotto, RICP

Curtis enjoys building relationships with advisors, getting to know them and their business.

Cyber Insurance Liability Protection

Protect your business with cyber insurance available through Senior Market Sales® (SMS)

12-4-2 Principle

Learn how a structure of 12 scheduled contacts per year, four comprehensive reviews and two mandatory face-to-face meetings can lead to high client satisfaction and engagement.