News & Updates


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Understanding Dual Eligible Special Needs Plans (D-SNPs)

Dual Eligible Special Needs Plans (D-SNPs), could be a good way to grow your existing Medicare business. Here are answers to questions commonly asked about D-SNPs. 

SMS Notes April 25 2018

In this issue: Aetna Offers New DVH Plan; Don’t Miss the 2018 Sales Forum; Share Your Content Preferences; Improved Search Function on SMS Website

SMS Notes April 11 2018

In this issue: Medicare Advantage Goes Beyond Medical Coverage; How to Sell D-SNP Plans; Register Now for Sales Forum 2018; Leverage Roger Ibbotson’s Latest Insights

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. 

Internet Leads

SMS producers are eligible for steep discounts and free lead credits from a variety of top-rated Internet lead vendors.

SMS Insider April 04 2018

In this issue: Extended Hours at SMS; Addressing Continued Industry Consolidation; Jim Summers Recognized by OAHU; Sales Forum Registration Open; Using Tools to Enhance Your Business Process

Life Training 101: Lesson 3 -Making a Recommendation

This brief video will help you determine which life insurance product or combination of products can help your clients and prospects protect what they care about and achieve their financial goals.

Life Training 101: Lesson 2 - The Types of Life Insurance

This brief video will help you learn about the types of life insurance and where they fit based on the needs of your clients and prospects.

Life Training 101: Lesson 1 - The Purpose of Life Insurance

This brief video on the purpose of life insurance will help you identify opportunities for life insurance sales with your clients and prospects.

What Continued Industry Consolidation Means for Agents

Consolidation has been a trend in the health care industry this year. The health insurance and pharmaceutical industries are drawing closer to each other. What does this mean for Medicare agents? Get some answers.

Using Processes and Tools to Enhance Your Business

There is a way to provide clients more big-picture clarity while also demonstrating the need for the solutions you have to offer. Start using a new process and tools to enhance your business. 

SMS Notes March 28 2018

In this issue: SMS Extends Hours; How to Sell DSNP Plans; Register Now for 2018 Sales Forum;

Interview With Agent Mike Thomas

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

Legacy Safeguard Training Guides & Materials

In this first of eight webinars, we discussed the Legacy Safeguard Sales Training Guides, which cover marketing, selling and getting referrals. We also showed client resources, including brochures, worksheets, referral forms and presentation DVDs.

Ben Braverman

With more than six years of experience in the financial services industry, Ben puts his clients first as an Internal Marketing Consultant at Senior Market Sales, Inc.