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Converting money from a traditional retirement account to a Roth account is not a new strategy to help clients with retirement planning, but it’s experiencing a renewed sense of urgency. Here's why and what this opportunity means to insurance and retirement planning professionals.
Increase sales while helping an underserved population by attending a two-hour Dual Eligible Special Needs (D-SNP) and Veterans Training Bootcamp webinar, presented by Humana.
FireLight’s e-App process, engineered with SMS agents in mind, is designed to simplify your work and save you valuable time. With this tool, you’ll avoid the hassles and cost of doing business with paper applications. It’s easy to use and gives you one place to submit all your annuity business, thus eliminating the need to navigate different carrier websites.
When an intended upgrade to Medicare’s Plan Finder website left insurance agents across the country scrambling at the start of their busiest season, Senior Market Sales® (SMS) quickly provided a solution with two important enhancements to its Lead Advantage Pro® platform.
There’s a big enhancement headed to Lead Advantage Pro very soon!
Have you heard the news? 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. This represents a significant change, making the process of obtaining this information more difficult, and less pertinent even if it is obtained. Consequently, agents who use the site for that purpose and fail to adjust their procedures, will likely see their MA-PD and Part D sales suffer.
In this webinar, presented by Senior Market Sales® (SMS) Vice President of Medicare Solutions Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, you’ll discover how FREE proprietary technology solutions from Senior Market Sales® can create more time for you to close more sales.
The Internet has global reach. But where do you sell? Your best prospects are local. So, put your web presence to work bringing them to you.
Tired of long and complicated forms when writing your annuity, life insurance or long-term care business? Want to easily capture client signatures? Want your business to run more smoothly and so you get paid sooner? There's a solution — use e-App for your applications. Bill does, and his business is better. Watch this new video and see just how much happier e-App makes his life.
November is Long-Term Care Awareness Month, making it the right time to begin addressing your clients' LTC needs for retirement.
Craig Taylor, Assistant Vice President, Associate Director, Medicare Solutions, interviews agent Raul Cardenas to gather insights on marketing D-SNP plans. This installment focuses on how to sell D-SNP plans — specifically how to get started, what do to once you've started, and how to maximize your success in this market.
The increasing consumer appeal of newly designed long-term care (LTC) insurance is creating opportunities for insurance and retirement planning professionals, and new technology is showing consumers how LTC insurance can be used for more than just long-term care — it can be used to protect their estates.
No matter what type of retirement planning professional you are, you’re in a position to help educate clients on the risks of failing to plan for long-term care. November is Long-Term Care Awareness Month, and we’ve gathered resources to help you.
The Medicare Annual Election Period (AEP) is coming soon. Are you prepared and equipped? Your SMS Marketing Consultant can help you hit the ground running. Here’s an AEP prep checklist to help you be ready.