News & Updates


Showing results for: and wealth


Direct Mail

SMS offers several turnkey, low-cost, self-service direct mail campaigns. Leads are available for all products lines from several leading vendors.

Jon Summers

You could say Jon’s been in the insurance industry his entire life. With a father in the industry, Jon grew up with a special appreciation for the entrepreneurial spirit.

Mutually Invested Underwriting in Long-Term Care

Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.

Genworth 2016 Cost of Care

Your clients need the latest long term care (LTC) cost data to help build personalized plans. Now it's here: the Genwoth 2016 Cost of Care. It's one of the most comprehensive look at more than 43,000 long term care providers across 440 cities and regions.

SilverScript Code of Conduct

CVS Health Code of Conduct

Aetna-Coventry Code of Conduct

CVS Health Code of Conduct

Senior Market Sales Technology Advantage Webinar

Join us for the SMS Technology Advantage webinar to see how our technology tools integrate with every part of your business.

Jim Summers

As President of Senior Market Sales, Inc., Jim Summers is responsible for guiding the company’s strategic direction and day-to-day operations. Since joining the company in 2000, Senior Market Sales has been one of the fastest-growing marketing organizations in the industry, now with more than 30,000 independent agents under contract.

GoSMS Mobile Quoting Tools

Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.

Easing the Pain of Paperwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

Why Advisors are Critical to Social Security Decision - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions

Transitioning from Social Security to Income Planning - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings

Agent Initiated Consumer Online Enrollment (AICOE®)

A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.

12-4-2 Principle

Senior Market Sales Marketer Wendy Swanson shows you a framework for consistent and effective client engagement known as the 12-4-2 Principle.