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Want a Lead-to-Appointment Conversion of 60 to 70%? Here Are 4 Secrets to Virtual Workshop Success

Eight months into the pandemic, the majority of White Glove educational workshops were conducted virtually – and with many advisors reporting the same or greater success as in-person events. This industry leader and Senior Market Sales partner shares four secrets to virtual workshop success.

When You Can't Meet Face-to-Face With Clients: How Insurance and Financial Planning Professionals Can Survive in the Coronavirus Era

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.

Senior Market Sales' Bill Kauffman Recognized by NAILBA for Contributions to the Insurance Profession

Bill Kauffman, Vice President of Financial Solutions at Senior Market Sales® (SMS), has been selected as a recipient of the 2020 NAILBA Independent Distribution (ID) Twenty Award honoring independent distribution’s most courageous innovators and visionaries who’ve made important contributions to the insurance profession.

SMS Insider December 09 2020

In this issue: Knowledge Drives Dental Sales Success; Prospect More Effectively by Utilizing Client Stream Library; Technology to Help You Finish the Year With Strong Medicare Sales; The Urgent Opportunity for Additional Sales in Your Book of Variable Annuities; Why Santa Uses Travel Insurance Center

SMS Insider November 04 2020

In this issue: Lead Advantage Pro Offers Flexible Enrollment Options; Allow Medicare Clients to Self-Enroll When, Where and How They Prefer; A Lead-to-Appointment Conversion of 60 to 70%; COVID-19 Shows Importance of This Year’s LTC Awareness Month; AEP Social Campaigns for Recruiting Clients

SMS Insider October 07 2020

In this issue: SMS Presents the Fall Sales Summit Producer Panel; Enhancements to Lead Advantage Pro; SMS Provides Superior AEP Support; 3 Areas Where Consumer Retirement Planning Knowledge Lacks and the SMS Tool to Help; The Pre-AEP Checklist

Sales Summit Producer Panel: Adopting New Business Practices For Success

Discover how successful Senior Market Sales producers have overcome pandemic challenges, and use that information to increase your sales. Watch this producer panel presentation recording from the September 100% virtual Fall Sales Summit. 


Senior Market Sales Expands National Reach, Joins Alliant Insurance Services

Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has entered into a strategic agreement to be acquired by Alliant Insurance Services, Inc., one of the nation’s largest insurance and employee benefits consulting firms.

SMS Insider September 02 2020

In this issue: How Successful Agents Get Ready for AEP; Access an Entire Suite of Technology Tools; SMS Presents the 100% Virtual Fall Sales Summit; COVID-19 Fuels Demand for Life Insurance, But Are You Selling the Old or New Kind?; Discounted E&O

COVID-19 Fuels Demand for Life Insurance, But Are You Selling the Old or New Kind?

The coronavirus disease (COVID-19) has forced people to consider their own mortality, resulting in increased interest in life insurance. But if you’re not up-to-speed with the “new” kind of insurance, you could be missing out on sales and providing additional benefits to your clients. 

SMS Insider August 05 2020

In this issue: SMS Expands National Reach and Joins Alliant Insurance Services; Will Virtual Practice Change How You Do Business This AEP?; Social Distancing Leads Advisors to Sell More to Existing Clients; Your 2021 AEP Agent Resource Page; Protect Your Business With Cyber Liability Insurance

SMS Insider June 01 2020

In this issue: Stand Out From Other Medicare Agents by Offering Fresh Choices; Annual Election Period Webinars to Help You Pull Ahead of the Competition; Support for Working Virtually or By Phone; Why Use Senior Market Sales® (SMS) as Your Medicare Partner; COVID-19 Could Increase Demand for Long-Term Care Planning

Tragic COVID-19 Stories Out of Nursing Homes Could Increase Demand for Long-Term Care Planning, Especially At-Home Care

The heartbreaking stories and high death toll at nursing homes due to the coronavirus disease (COVID-19) may be changing the public’s perception in ways that could signal higher demand for long-term care planning and products, especially solutions for at-home care.

SMS Insider June 03 2020

In this issue: Use Technology Tools for Socially Distanced Medicare Sales; Talking Taxes in Turbulent Times; Support for Working Virtually or by Phone; New Proprietary Medicare Supplement Plans Including the Unique Plan L; Medicare Advantage vs. Medicare Supplement Plans

Webinar: Promoting Your Practice Virtually

Learn how social media and tools such as Zoom and GoToMeeting can help you promote your services.