News and Updates


Showing results for: and wealth


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.

Client Passing on CD to Heirs Might Like Single-Premium Life Policy

With today’s low interest rates, a single-premium life insurance can better accomplish a client’s goal of passing on money to a loved one than a CD.

SMS Is Seeking Bilingual Agents to Sell MA & Med Supp

Are you bilingual? SMS is seeking bilingual agents to sell Medicare Advantage and Medicare Supplement.

Mutual of Omaha Partners With Senior Market Sales® to Launch Single-Sign-On Technology

Mutual of Omaha teams with SMS to give agents selling Med Supp plans a pioneering single-sign-on technology that simplifies the quoting and application process.

We've Simplified the Quoting and Application Process

Mutual of Omaha has teamed with SMS to offer a pioneering single-sign-on technology that simplifies the Medicare Supplement price quoting and application process.