News & Updates


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Mutual of Omaha Sales Leaders Incentive Trip

Place qualifying business with Mutual of Omaha during 2020 and become a Mutual Sales Leader—and join us to explore the wonders of Maui. 

Life After AEP

The weeks and months after the Annual Election Period (AEP) can be a welcome respite, but what if you used this time to sell a needed product to the same clients and it was easy? Welcome to life after AEP, where selling just two final expense cases a week could earn you an extra $75,000 a year.  Plus, it reveals the practical steps and resources to make it happen.

Address Health Care Costs in Retirement With Clients

You don’t have to be a Medicare expert to address your clients’ health care costs in retirement. This webinar by Medicare BackOffice® will show you how you can confidently help clients with this increasingly important piece of their retirement plans at no cost to them or you.

The SECURE Act: Are You Ready?

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.

3 Reasons to Conduct Educational Workshops in 2020

Several trends forecast to impact the insurance and financial planning industry in 2020 set the stage for educational workshops to be an even more successful lead generator than they already are. Check out these three reasons you should embrace educational workshops this year and how SMS can help.

Medico Incentive Program

Earn more with Winter Cash Blast, Medico's agent incentive program, when you sell more Hospital Indemnity and Medicare Supplement during the first quarter of 2020. 

Senior Market Sales (SMS) Recaps the 2020 Annual Election Period (AEP)

Vice President of Medicare Solutions at Senior Market Sales Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, LLIF reflects on the 2020 AEP. He summarizes the recently completed AEP season in terms of trends, successes and challenges. He discusses how SMS helped agents write more AEP business. He provides input regarding his future outlook as well as upcoming resources and opportunities that SMS is planning for agents.

TransAmerica 2021 Convention

Start now and make the commitment to qualify for the Transamerica 2021 Convention located in Montego Bay, Jamaica! Qualification period starts January 1st.

Aetna Bonus Programs - Med Supp & Ancillary

Submit qualifying applications of Medicare Supplement and ancillary products between January 1 - March 31, 2020 to earn a bonus. The more qualifying applications submitted and policies issued, the more bonus dollars you can earn!

SMS Notes December 18 2019

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.

SMS Insider December 11 2019

In this issue: Save Time and Make More Money in 2020; Keep Busy With More Leads; Run More Successful Seminars; Cyber Crime Likely to Increase; Why Santa Uses Travel Insurance Center® 

SMS Notes November 27 2019

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.

SMS Notes November 13 2019

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.

Find More AEP Sales Using a Unique Solution

As the 2020 Annual Election Period (AEP) season takes off, many agents are realizing that this year represents one of change. With more than 8 million seniors affected by disruptions in their prescription drug plans for 2020, agents’ phones are ringing off the hook. Plus, updates to Medicare.gov and the Plan Finder have left many agents searching for solutions to help them make the best recommendations to their clients. Fortunately, Senior Market Sales® (SMS) has developed solutions to these challenges.

SMS Insider November 06 2019

In this issue: Lead Advantage Pro Now Quotes All PDP Carriers; The Single Biggest Devastator of a Financial Plan; Cyber Liability Insurance; Using Client Stream for Successful Seminars; Open Doors With Dental