Showing results for: and wealth
Wendy Swanson, RICP®, CLTC, National Social Security Advisor (NSSA®) Certificate Holder
Wendy’s voracious appetite for learning new things means she’s often the marketing consultant advisors turn to when they want the latest products, features and sales concepts.
Mutual of Omaha Waiting to Purchase LTC Flyer 2016
Activities in a Healthcare Setting
This document provides some basic guidelines to assist agents in understanding which activities CMS
allows in a Healthcare Setting when an agent is appointed with a carrier(s) to market Medicare
Advantage (MA) and/or Medicare Prescription Drug Plans (PD).
Mutual of Omaha Broker Bonus Program. Feb. 1, 2018 - March 31, 2018
Dental Insurance Product and Rate
Dental Insurance designed to help pay for dental services clients need. Mutual of Omaha
Help Clients Avoid the Retirement Tax Trap
Help clients avoid the retirement trap. The complex interaction of various tax rules often lurks below the surface and goes unnoticed.
Design Smart Social Security Decisions
Design Smart Social Security Decisions. Many retirees fail to maximize the full potential of what Social Security can do for them.
Before stepping into her current role, Candice worked in the New Business department here at Senior Market Sales® for 13 years. She spent five years as an associate in the department before moving up into a leadership role.
Addressing Retirement Risks With Your Clients
Addressing Retirement Risks With Your Clients. Longevity, inflation, market volatility and
health care are four major challenges that many people will need to deal with during their retirement.
Mark Cavalieri, LUTCF®, CWC
Mark is a 30-year veteran of the insurance and financial services industry. He started his career as life agent and eventually over 14 years became a financial advisor obtaining his Series 6, 7, 26, 63 and 65 licenses as well as the Life Underwriter Training Council Fellow (LUTCF®) designation. He also has the Certified Wholesaling Consultant designation (CWC).
With 15 years of experience, Nancy comes to Senior Market Sales® with a vast amount of life insurance knowledge that translates into helping others.
2020 Cigna Medicare Advantage Benefits Preview
Cigna 2020 Medicare Advantage Benefits Preview by State - Cigna Health and Life Insurance Company
Tamim joined Senior Market Sales® in 2019 as an Internal Marketing Consultant for our Med Solutions team.