News & Updates


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Intro to Annuities - A Starting Point for Success

Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets. 

Interview With Agent Blake McCoy

Craig Taylor, associate director of Medicare Solutions, interviews agent Blake McCoy to provide additional insight on marketing D-SNP plans.

MA-HI Wrap Around Tool Demo

Cross-selling Hospital Indemnity insurance can help fill the gaps in your clients' Medicare Advantage plan coverage.

Trends From a Record-Breaking 2017 AEP

Another Annual Enrollment Period (AEP) is complete. This year's record-breaking activity revealed insights about the direction of senior health marketplace, with lessons that can help your business grow.

Case Study: Addressing Tough Rx Questions

Clients are sometimes faced with prescription drug questions and challenges that go beyond just considering a generic instead of a brand name. SMS has an in-house pharmacist that can help with challenging cases.

Six Tips for More AEP Success

Here are six tips to help you maximize your time, remain compliant and enjoy success during the Annual Election Period.

Be Like Bill: Use e-App

Watch this quick video and discover how using e-App can make your business better.

Understanding the 48-Hour Rule

The 2018 Medicare Marketing Guidelines have been published by CMS. We can help you understand changes made to the 48-hour rule, and how they apply to you. 

UnitedHealthcare 2018 Certification User Guide

To solicit, present or sell any products in the UnitedHealthcare Medicare Solutions portfolio (may include plans branded UnitedHealthcare, AARP, Medica HealthCare Plans, Preferred Care Partners, or Sierra), you must be licensed and appointed (if applicable) in the state in which the consumer resides and certified in the product(s) you are presenting to and/or enrolling the consumer. To become certified for the plan year, you must complete all the prerequisite tests and the individual product test(s) for the product(s) you wish to sell.

Aetna-Coventry 2018 Certification User Guide

Individual Medicare producers Certification user guide. Your first step in becoming certified to sell Aetna’s Medicare products is to register on the site.

Answers to Commonly Asked Social Media Questions

If you’re thinking about using social media, you probably have questions about how to start. A social media strategist at SMS provided some answers to the questions they’re most frequently asked by agents.

GPM custom e-App process

In this video you will learn using the GPM custom e-App process

Single Premium Solutions Life Insurance Planning Kit

Taking a few extra minutes to ask a few more questions at every appointment can lead to big results and help your clients enhance their legacy.

Get Social With SMS

Discuss issues that are important in the senior market, ask questions, and get immediate access to SMS content and insights by following SMS on social media.

Instructions for Mobile Term Life Insurance Quotes

Interested in receiving Term Life Insurance quotes on your mobile device? Here are some easy-to-follow instructions to get you up and running.