News & Updates
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CARES Act: Coronavirus Aid Relief and Economic Security
Watch this webinar learn about the key provisions and relief programs available in the Coronavirus Aid, Relief and Economic Security Act (CARES Act). The $2.3 trillion rescue bill brings much needed economic support to those who may be facing financial hardship now – and that could include you and your clients.
Senior Market Sales® (SMS) keeps you informed with the latest updates from the industry’s top carriers.
What Insurance Agents Need to Know About the CARES Act and Paycheck Protection Program
The Coronavirus Aid, Relief and Economic Security Act, or the CARES Act, includes a number of provisions that insurance agents need to know about so they can advise clients and also possibly receive aid as small business owners.
COVID-19 Resources for Insurance and Financial Planning Professionals
Just as your clients rely on you for support during the crisis, you can rely on Senior Market Sales® (SMS) to carry you through. Here is a list of resources for additional information on COVID-19.
Email/Letter on Life Insurance Challenges
As life insurance companies tighten underwriting and raise premiums, send this to clients to make sure they know about the new urgency of buying or changing life insurance policies.
How to Send Out Personalized Videos to Your Clients
With this personalized video tool, you can place videos within your emails, using their user-friendly mobile app and online dashboard.
How to Do a One-On-One Virtual Meeting With a Client
Because of current world circumstances, meeting with your clients face-to-face can be hard. With these virtual meeting tools, you are able to establish a face-to-face connection that will be easy for your client to join in on. Most of these tools have the ability to share videos, screens and documents, in real-time.
In this issue: When You Can’t Meet Face-to-Face With Clients; Continuing to Serve You Through the Coronavirus Crisis; Conducting Business in a Socially Distanced World; Protect Your Business With Cyber Liability Insurance; Gain Sales Through Medicare Expertise
With this list of virtual tools, you’ll be able to conduct workshops virtually through a webinar platform.
Email/Letter on Safe Money Planning
Send this to clients to invite them to discuss their concerns about the market fallout from the coronavirus pandemic, as well as safe money solutions that could address those concerns.
Coronavirus Aid, Relief and Economic Security Act – CARES Act
The Unites States Federal Government passed the Coronavirus Aid, Relief and Economic Security Act, or the CARES Act. This package will provide economic relief.
Changes for PDP and e-App Over the Phone Enrollments
For the health and safety of you and your clients Mutual of Omaha highly recommends that everyone practice social distancing. The ability to conduct business via electronic application is one way to adhere to this practice.
Senior Market Sales® (SMS) has the support to help you quickly pivot to taking all aspects of your practice online, so you can service clients and even reach new prospects.
SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.
Senior Market Sales Service Update
Senior Market Sales® (SMS) wants to assure all of our producers and carrier partners that although we may be operating differently, we are committed to the same service standards to which you have been accustomed.
MA & MAPD QuickQuoting with Drug Look-Up Search