News & Updates


Showing results for: and wealth


NAIC Annuity Suitability Regulations Explained

The passage of H.R. 4173 and the defeat of Rule 151A ensured that regulatory control over FIA's would remain squarely in the hands of the insurance industry.

Annuity Maximization Strategies

Annuity demand has spiked in recent years, recognizing their value as a safe, tax-deferred savings option but about 80% of annuities end up being inherited.

20 Tips to Maximize Your Book of Business

SMS has listed 20 ideas to help you not only increase client retention, but also cross-sell and up-sell your current clients and generate more referrals.

Primary Medical Coverage Travel Insurance for Your Ski Trip

Easily avoid out-of-pocket expenses by purchasing a Primary Coverage/No Deductible travel insurance plan.

HHS Awards Grants $220 Million in Grants for Health Insurance Exchanges

Thirteen additional states were awarded federal grants to help them create private health insurance marketplaces.

Are Annuities Really Only Sold and Not Bought?

In a recent study, two-thirds of advisors reported that clients are taking the lead and asking about annuities, rather than the advisor bringing up the idea.

Lost or Stolen Baggage Protection...and Its Limitations

The majority of travel insurance plans have specific per-item coverage limitations.

An Agent's Guide to Developing a Marketing Plan

Developing a marketing plan will help you establish exactly who you are, who you are trying to reach and what you are trying to accomplish.

New Online Enrollment Process for Medicare Clients

Senior Market Sales is proud to introduce an easy and compliant way to help your Medicare Advantage and Part D clients enroll online.

International Medical Insurance vs. Travel Medical Insurance ... Which Plan Would You Recommend?

The answer to this question depends on a few factors, such as the client's age, length of the trip, and benefit level desired.

Increase Your Part D Enrollments With UnitedHeathcare's Pharmacy Saver

UnitedHealthcare has worked with some of its network pharmacies to get even lower costs on hundreds of prescription drugs for its members.

Medicare's Star Quality Ratings Not Reaching Target Audience

A recent survey by Kaiser Permanente shows that less than 30% of respondents know where to find information about Medicare Star Quality Ratings.

7 Steps to Compliant Sales During AEP

Follow these steps and you are on your way to sales success with Medicare Advantage and Part D plans!

How the Medicare Coverage Gap Discount Program Works

The Medicare Coverage Gap Discount Program provides manufacturer discounts on brand name drugs to Part D enrollees who have reached the coverage gap.

Annuity Producer Survey Results

We recently conducted a survey of 80 annuity producers in an effort to learn more about their goals, sales methods and training interests.