News & Updates


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12 Reasons To Sell Mutual of Omaha

Are you taking advantage of all of the great plans, rates, incentives and programs Mutual of Omaha offers? Here are 12 reasons why it’s good to sell Mutual of Omaha Medicare supplement plans to clients.

How to Improve Your Customers' Experience:  Implement a Structured Planning Process 

No matter the industry, everyone’s talking about the importance of the customer experience. But the insurance and financial planning industries especially need to pay attention, according to several trade publications reporting on critical trends in the new year.

SMS Notes January 10 2018

In this issue: The Big Reveal in 1 week. Don't miss it; Mutual of Omaha e-App Can Make Your Business Better; Get the 1-2 Punch of Med Supp and Dental; Discover the Postseason Game Plan

SMS Insider January 03 2018

In this issue: SMS Live Broadcast: The Big Reveal; A Record-Breaking AEP; Video: Selling Final Expense; Become Part of the Client’s Journey

Trends From a Record-Breaking 2017 AEP

Another Annual Enrollment Period (AEP) is complete. This year's record-breaking activity revealed insights about the direction of senior health marketplace, with lessons that can help your business grow.

SMS Notes December 13 2017

In this issue: Dental from Mutual of Omaha Now in 29 States; Higher Rates From Athene; Get the Postseason Game Plan

Income ArchiTech

The all-in-one tool you've wanted is here. See how it will make your life easier and your client plans better. 

SMS Insider December 06 2017

In this issue: AEP 2018 Success — What’s Next?; Introduction to Annuities; Don’t Forget Dental; The Postseason Game Plan; Santa’s Travel Secret

RSVP

Bruce Rasmussen is coming to Senior Market Sales to speak to advisors from Securities America. Senior Market Sales and Securities America are co-organizing the event and invited a select group of local advisors.  Bruce Rasmussen will speak about his experience as chair of the NCAA tournament committee, his experience as head coach of the women’s basketball team, and his leadership as athletic director helping Creighton transition from the MVC to the Big East.

SMS Notes November 21 2017

In this issue: Aetna Medicare Rx Select is #1 on Medicare Plan Finder; Discounted E&O Insurance; Discover VersaChoiceSM 10 From North American Company; Legacy Optimizer: Easy From Start to Finish

Connecting the Dots to Protect Retirement

The need for extended care is too often an overlooked concern in retirement planning. Show clients how to connect this important "dot" to complete their plan. 

The Role of Email Marketing

Today’s seniors are online more than ever, and you want to reach more clients electronically. Email marketing makes sense. It doesn’t have to be complicated or labor intensive.

Case Study: Addressing Tough Rx Questions

Clients are sometimes faced with prescription drug questions and challenges that go beyond just considering a generic instead of a brand name. SMS has an in-house pharmacist that can help with challenging cases.

Six Tips for More AEP Success

Here are six tips to help you maximize your time, remain compliant and enjoy success during the Annual Election Period.