News and Updates


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Senior Market Sales® Purchases Futurity First Insurance Group From Aquiline Capital Partners

Senior Market Sales® purchases Futurity First Insurance Group from Aquiline Capital Partners.

Electronically Signed Scope of Appointment Forms

With SMS’ new CMS-approved eSignature Scope of Appointment process for agents who use Lead Advantage®, you can get a signed SOA form in two to three minutes.

Get the SMS Technology Advantage

SMS' software and tools help you manage and simplify your practice, save time, eliminate mistakes and make your business stand out among the crowd.

Cross-Selling Travel Insurance Is Simple During AEP

As you help clients this Medicare Open Enrollment Period, make sure they understand what their Medicare insurance plans do and do not cover when traveling.

Secrets of Million-Dollar Producers

Learn Habits, Ideas and Processes You Can Start Using Today to Build Your Business

SMS White Paper Reveals New Importance of Social Insurance to Consumers and You

A new SMS white paper finds that financial and insurance professionals should make Medicare and Social Security the foundation of retirement planning.

Social Security and Medicare Emerging as New Foundation of Retirement Planning, But Few Advisors Ready

Rather than entitlements that don’t need strategy and planning, advisors should view Medicare and Social Security as the foundation of retirement planning.

Report Shows More Buying Travel Insurance - Are You Selling It?

A recent survey conducted for the US Travel Insurance Association (UStiA) spells opportunity for Travel Insurance Center’s affiliates.

SMS' VP of Med Solutions Shares Talking Points at National Conference

Dwane McFerrin, SMS' vice president of Med Solutions and chair of the NAHU Medicare Advisory Group, addressed the main assembly at this year's Capitol Conference in Washington, D.C.

Make Sure Your Special Events Are Compliant

Get a run-through of the basic considerations for planning an event, and a few helpful resource documents to help you get started and stay compliant throughout.

The Betty James Travel Insurance Strategy

Learn about the "Betty James travel insurance strategy."

Technology Expedites Final-Expense Insurance Price Quoting for Agents

SMS has expanded its popular online quoting tool to offer final expense insurance quoting, allowing agents to quickly access prices from multiple carriers.

SMS Adds Final-Expense Insurance Price Quoting to Online Quoting Tool

SMS expanded its popular online quoting tool to offer final expense insurance quotes, allowing insurance agents to quickly access prices from multiple carriers.

New Program Shows Professionals How to Turn Social Security Advice Into Business Growth

SMS developed Total Social Security to help independent insurance and financial professionals identify their clients’ best Social Security claiming strategies.

SMS Introduces Exclusive Program: Total Social Security

Total Social Security is a new SMS program that gives you everything you need to build Social Security planning into your practice — at no cost to you.