Showing results for: and wealth
In this issue: AEP Recap With SMS’ Vice President of Med Solutions; Take Advantage of Technology That Sets Your Business Up for Success; 3 Reasons to Conduct Educational Workshops in 2020; Save the Date for Sales Forum 2020; The Most Sweeping Retirement Reform in Over a Decade
In this issue: Save Time and Make More Money in 2020; Keep Busy With More Leads; Run More Successful Seminars; Cyber Crime Likely to Increase; Why Santa Uses Travel Insurance Center®
In this issue: Lead Advantage Pro Now Quotes All PDP Carriers; The Single Biggest Devastator of a Financial Plan; Cyber Liability Insurance; Using Client Stream for Successful Seminars; Open Doors With Dental
Stephanie got her start in the insurance industry in 2015 and joined Senior Market Sales in 2019 as a Contracting Coordinator.
As a Contracting Coordinator, Jill assists in planning, organizing, leading and managing the contracting department. By anticipating the needs of the agent, she builds trust and rapport.
In this issue: A Solution to Medicare.gov's New Plan Finder; Your AEP Preparation Check List; The SMS Powerhouse MA and PDP Carrier Lineup; Simplify Your AEP Season With Lead Advantage Pro®; Reasons to Consider Obtaining Cyber Liability Insurance, FIAs Reach Historic Milestone
Helping Your Clients Through Volatility
Market volatility provides an opportunity for insurance and financial planning professionals to show their value to clients. Senior Market Sales can help you educate clients about market risk and offer solutions to lock in their gains — before the downturn.
In this issue: Help Clients Through Volatility; Why Cyber Security and Cyber Liability Matter; Webinar Reveals How to Get a Steady Stream of Clients; Resources for Life Insurance Awareness Month; Solution to Medicare Plan Finder Changes
SMS Offers a Solution to Medicare.gov's Prescription Drug List Policy Changes
Have you heard the news? As of October 1, 2019 agents will no longer be able to access prescription drug lists for their clients on Medicare.gov using the new Plan Finder. This represents a significant change, making the process of obtaining this information more difficult, and less pertinent even if it is obtained. Consequently, agents who use the site for that purpose and fail to adjust their procedures, will likely see their MA-PD and Part D sales suffer.
Manufacture Time and Make More Sales this AEP Season
In this webinar, presented by Senior Market Sales® (SMS) Vice President of Med Solutions Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, you’ll discover how FREE proprietary technology solutions from Senior Market Sales® can create more time for you to close more sales.
In this issue: Medicare Advantage Plans and Market Trends/Disruptions; Save Time and Make More Sales This AEP; The 2020 AEP Countdown Has Begun; Every Advisor Needs to Know About NY Reg. 187; Plan Now for AEP Using An Effective Direct Mail Marketing Strategy
Why Every Advisor Needs to Know About NY Regulation 187
Because New York’s Regulation 187 is one of the first to be finalized in a tide of expected state “best interest” regulations, it could hint at what’s to come for producers elsewhere in the country. Learn more.
2019 Sales Forum: Peter Shankman & Steve Phillips
Thank you for attending the 2019 Sales Forum. We hope you enjoyed your time in Omaha and left with some new ideas, products or processes that you can implement in your business.
In this issue: Sales Forum 2019: A Wrap-Up; What is MACRA; Lead Generation Webinar Series; The SEC's New Best Interest Regulation; Lead Advantage® Is Going Away
Prospects From Your Local Area
The Internet has global reach. But where do you sell? Your best prospects are local. So, put your web presence to work bringing them to you.