News and Updates
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In this issue: Why SMS Is the Best Field Marketing Organization in the Insurance Industry; 6 Tips to Prepare for Annual Election Period Success; Funding the Social Security Program; Highlights from 2022 Sales Forum; Draw More Prospects With Client Stream’s Marketing Library
6 Tips to Prepare for Annual Election Period (AEP) Success
When it comes to AEP, the best agents are those who make the most of each available hour. Senior Market Sales® (SMS) is here to help you boost AEP production opportunities with six tips for saving time, making more money and putting your business in a position of distinction.
Why Senior Market Sales Is the Best Field Marketing Organization in the Insurance Industry
Choosing a field marketing organization (FMO) is one of the most important decisions you’ll make as an independent insurance agent or retirement planning advisor. Whether you’re new to the search or already working with Senior Market Sales® (SMS) for parts of your business, here’s why SMS is considered the best FMO in the industry for all of your business.
In this issue: Gain Exclusive Access to Clients With Trillions of Dollars in Rollover Market; Build a Successful Business in the Medicare Markets; Take Medicare Prospects From Lead to Enrollment in One Place; Introducing Your One-Stop-Shop Lead Acquisition Platform; Why All the Buzz About Roth Conversions Now?
Gain Exclusive Access to Clients With Trillions of Dollars in Rollover Market
Hundreds of thousands of educators are underserved with their 403(b) retirement accounts, and many of the insurance and retirement planning professionals who could help cannot even reach them. But Monument Benefits, a revolutionary Senior Market Sales® (SMS) program, removes the barriers, giving you access to this trillion-dollar rollover market.
In this issue: SMS Services You Might Not Know About: Medicare BackOffice®; Pharmacy Network and Quick-Links Feature Upgrade Now in Lead Advantage Pro; Acquire and Serve High-Level Clients With Tax-Saving Strategies; SMS Creates First-of-Its-Kind Lead Acquisition Platform; It’s Easy to Increase Production by Selling Travel Insurance
Senior Market Sales Creates First-of-Its-Kind Lead Acquisition Platform
Senior Market Sales® (SMS) has developed and released Client Stream® Lead Exchange, a revolutionary lead acquisition platform. With Client Stream Lead Exchange, participating agents are given the freedom to choose their price point, the type of leads they want and when they want to receive them.
In this issue: Discover a Revolutionary Lead Platform; Make Clients’ Tax Refunds Work Better for Them; Local Agents Advertise Value Through In-Person Workshops; New Enhancements in Lead Advantage Pro®; SMS Featured on the Grow Omaha Radio Show
Local Agents Advertise Value Through In-Person Workshops
As a local insurance agent specializing in Medicare, how can you capitalize on your local status? How can you demonstrate to prospects that your knowledge and in-person accessibility equates to a better experience than what one might find with national call centers? Senior Market Sales® (SMS) offers a viable solution.
The 5-P Formula: Maximizing Your Business Results From Virtual Workshops With Frank Maselli
Virtual communication is here to stay. The advisors who conquer this new realm of client and prospect interaction will see success beyond imagining from three generations of clients who desperately need our help. Mastering the 5P Formula will give you a major advantage and increase the business success of your events.
Grow Omaha Radio Show Features John Haver, Senior VP of Senior Market Sales
John Haver, Senior VP of Senior Market Sales, and the hosts of Grow Omaha Radio Show, talk about the company's history, culture, and future.
Expand Market Opportunity With Technology Suited for 5-Star Plans
During these changing times, it can be a challenge to grow your Medicare clientele. While the competition is fierce, opportunity abounds with the proliferation of five-star plans.
AIG Annuities - Compliance Bulletin
The full compliance date for the new Department of Labor (DOL) fiduciary guidance is February 1, 2022. Beginning on that date, sales, rollovers, transfers, and allocation recommendations involving an ERISA plan and/or an IRA, which are now considered fiduciary advice, become subject to the full set of requirements under applicable DOL guidance.
Your Next-Level Medicare Business Technology Tools Upgrade
Increase Medicare production with technology available through Senior Market Sales® (SMS). These tools are effective in face-to-face, online and over-the-phone appointment settings. They’re available at no cost and designed to help you save time, eliminate mistakes and simplify your Medicare practice.