News and Updates

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SMS Insider August 07 2021

In this issue: Why Include Ancillary Products in Your Business Mix?; 20 Places to Find New Business; A Unique Marketing Opportunity: The Walgreens Retail Program; Meet With More Clients and Consistently Quote the Right Medicare Solutions; Will Virtual Practice Change How You Do Business This AEP?

Will Virtual Practice Change How You Do Business This Annual Election Period (AEP)?

Client behavior is shifting in regards to how they prefer to meet with Medicare agents. Fortunately, Senior Market Sales® (SMS) offers no-cost tools to keep you relevant in today’s world. Whether you meet clients face-to-face, over-the-phone or online, SMS has your solution. 

20 Places for Insurance Agents to Find New Business

Agents who wish to keep their sales funnel operating at optimal efficiency need to stop prospecting on the fly, and adopt a system of focused intentionality. This article discusses a webinar resource designed to help agents capitalize on 20 places to find new business and drives sales.

Retirement Account Rollovers: PTE 2020-02 vs. PTE 84-24

Faegre Drinker - Recommendations to retirement plan participants to roll their accounts from a plan to an individual retirement account or annuity will often be viewed as fiduciary advice under new Department of Labor (DOL) guidance. That guidance is a new interpretation of the DOL’s 1975 regulation defining fiduciary advice.

SMS Insider July 07 2021

In this issue: Prepare for the 2022 AEP Season;  Get in Front of More Prospects and Convert Them to Clients; Why Include Ancillary Products in Your Business Mix?; Two Tools for Post-Pandemic Medicare Sales Success; Sales Forum Summer Series

Get in Front of More Prospects and Convert Them to Clients With Client Stream

When the time and energy you spend finding leads can instead go into what you do best – helping clients – your business will grow. Available to SMS-contracted agents at no cost, Client Stream makes prospecting easier so you can focus on serving clients and growing your business.

Prepare for the 2022 AEP Season With SMS

The Annual Election Period (AEP) represents a busy time for agents who sell Medicare products. Proper preparation is key. Are you prepared? With many clients now preferring methods other than face-to-face interactions, you must be ready to meet through virtual meetings, social media and the like. Senior Market Sales® offers a few tips and resources to help with this process.


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DOL to Redefine 'Fiduciary' in New Rule

ThinkAdvisor - The Labor Department plans to issue a proposed rulemaking to update the definition of “fiduciary,” according to its just-released regulatory flexibility agenda filed with the Office of Management and Budget’s Office of Information and Regulatory Affairs.

SMS Insider June 02 2021

In this issue: Updated Lead Advantage Pro® Video Training Library; A Partner That Rewards You for Your Business; Why All the Buzz About Roth Conversions Now?; Increase Medicare Leads Using an Automated Communication System; SMS Expands Offering to Include Financial Advisory Services With RIA

Why All the Buzz About Roth Conversions Now? Understand the Opportunity for Clients and Your Business

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.

A Partner That Rewards You for Your Business

Senior Market Sales® takes the time and makes the effort to ensure that its agent partners experience a symbiotic relationship. To put it simply, the more you do business with SMS, the more you will receive in terms of rewards. Here’s just a sampling of what SMS offers in that regard. 

Senior Market Sales Expands Offering to Include Financial Advisory Services with RIA Sequent Planning

Senior Market Sales has acquired Sequent Planning, a registered investment adviser (RIA), to provide additional opportunities for insurance and retirement planning professionals as the industry has moved toward a higher standard of care and more holistic planning.

States Embrace Best Interest Annuity Standard

InsuranceNewsNet - As 2020 progressed through the summer, many insurance regulators were concerned that best-interest annuity sales rules were not being adopted in many states.

SMS Insider May 05 2021

In this issue: GoGoMeds: A New Way to Add Value and Build Client Loyalty; The Importance of Social Security Planning to Your Clients; Sales Forum Producer Panel; New Prospecting Pieces Available; A Solid Platform for Medicare Sales