News & Updates


Showing results for: and wealth


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.

This Holiday, Ensure Your Traveling Clients Get the Best Policies for Bad Weather

Learn which travel insurance policies Travel Insurance Center recommends for protection against bad weather.

Medicare Answers: High-Cost Drug Not on Formulary

An expensive new drug is not on any carrier's formulary for this year or next. What should the agent do to get it covered? 

Five Reasons to Make Foresters Financial Your Preferred Life Carrier

Watch this video to learn five reasons why Foresters Financial should be your preferred life carrier.

Two Easy Cross-Sale Scenarios

The AEP Open Enrollment provide excellent opportunities to cross-sell. Here are two sales ideas to help cover your clients' coverage gaps.

Travel Insurance Questions Following Paris Attacks

The Nov. 13 attacks in Paris have prompted many questions to our call center regarding travel insurance coverage for terrorism. Here are some answers.

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.

The Travel Insurance Exclusions to Know Now for Clients Planning Holiday Getaways

Learn about travel insurance exclusions — including for popular vacation activities.

Making Sense of the Medicare Part B News for Your Clients and Employees

With seven million seniors (30% of beneficiaries) affected by Part B price increases, you'll need to know how to answer your clients' questions.

How the 2016 Budget Changes Social Security Planning

The implications of the 2016 budget are significant for your clients since it contains some sweeping revisions to Social Security.

SMS Agent E&O Insurance Program Renews September 1

Great news! Senior Market Sales' agent E&O insurance program will renew on September 1 with no premium increases since 2009!

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.

Top 10 Tools for Medicare Agents This AEP

SMS is the IMO for tomorrow’s agent. Our tools and technology are designed to help you save time, eliminate mistakes and make more sales during the busy AEP.

New Carrier: Transamerica Life

Senior Market Sales recently added Transamerica Life, an A+ rated company, to its life portfolio.

Who Buys Asset-Based LTCi?

Long-term Care expert Tony Stratidis talks about the profiles of clients who typically are interested in Asset-Based LTC insurance.