Showing results for: and wealth
Senior Market Sales Acquires CareValue in Latest Strategic Growth Move
Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired CareValue, a rapidly growing national field marketing organization (FMO) based in Canandaigua, New York, and specializing in senior life and health insurance.
In this issue: SMS Has You Covered for Call-Recording Regulations This AEP; Increase Medicare Sales Opportunity by Offering MSAs; Client-Facing Resources for Life Insurance Awareness Month; 1 Great Way to Protect Both Business and Reputation; SMS Acquires New York-Based Field Marketing Organization CareValu
Senior Market Sales® (SMS) now has some of the industry’s best call-recording solutions. They not only help you comply with new Centers for Medicare and Medicaid Services (CMS) call-recording regulations but also provide valuable business phone features you may not currently have.
Increase Medicare Sales Opportunity by Offering MSAs
What are Medicare medical savings account (MSA) plans? Why should agents consider adding them to their portfolio mix? This article provides answers.
How 1 Carrier's Technology Can Streamline Your Dental Sales Process
Dental agents who embrace new technologies expand their opportunity to save time, make more money and differentiate their business from the competition. Ameritas makes it easy to embrace its technology. They’ve developed hyperlink and QR code features that allow clients to consider your sound advice and then self-enroll in the dental plan of their choice.
SMS Has You Covered for Call Recording This AEP
The Centers for Medicare and Medicaid Services (CMS) mandated a new ruling that includes a call-recording component for call centers and brokers. This requirement will go into effect October 1, 2022. Agents who don’t comply will find themselves subject to enforcement. This article provides some excellent solutions to help agents comply with these new regulations.
How Insurance Agents and Financial Professionals Protect Both Business and Reputation
Sometimes, producers inadvertently omit a vital piece of information regarding recommended products. Other times, clients either aren’t paying attention, or they misunderstand a crucial fact about what the proposed solution will or won’t do. When communication breaks down, the results can be disastrous. Clients may sue for negligence. If that happens, it can be a costly venture for the producer in terms of financial loss and reputation. Fortunately, producers have a way to hedge against some of this risk.
Aflac was founded in 1955 by three brothers who knew Americans needed help protecting their finances when medical situations occurs. As a pioneer of supplemental insurance, Aflac began with a simple promise: to be there for policyholders in their time of need. The company still operates this way today and is committed to paying covered claims fairly and promptly.
Social Security Webinars to Build Your Business
With these on-demand webinars, you can learn how to grow your business by helping clients with one of their biggest decisions in retirement – when to claim their Social Security benefit.
2023 Mutual of Omaha Plan Details
2023 Mutual of Omaha Plan Details
2023 Humana Plan Details
2023 Aetna Plan Details
In this issue: Eliminate Confusion Regarding Annual Election Period Advertising Regulations; Clients Might Walk Out the Door If You Don’t Offer This; Learn How These Products Could Increase Sales; Protect Your Business With Discounted Errors and Omissions Insurance; Complimentary Tool Frees Agents From Medicare Sales Limitations
On Demand: Aetna Medicare Advantage First Look for 2023
This webinar provides highlights of Aetna’s preliminary plan design in each of the markets, pending CMS approval. Join us for this webinar and stay ahead of your competition as the upcoming AEP is sure to be highly competitive.
On Demand: Humana Medicare Advantage First Look for 2023
This webinar provides highlights of Humana’s preliminary plan design in each of the markets, pending CMS approval. Join us for this webinar and stay ahead of your competition as the upcoming AEP is sure to be highly competitive.