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As an Internal Marketing Consultant for Senior Market Sales®, Jon has worked with the healthcare industry for nearly a decade.
Mutual of Omaha Waiting to Purchase LTC Flyer 2016
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.
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).
As Senior Vice President of Marketing & Strategic Development, John Haver, CLU®, ChFC®, assists in guiding strategic direction and in growing new distribution channels for Senior Market Sales®, positioning the company as a true business partner with independent and career agents.
Andrew got his start in the industry back in 2007 after looking for a career that offered opportunity and growth. In 2010, he joined SMS as an Associate Marketing Consultant and eventually worked his way up to his current position, Call Center Program Manager.
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).
More than two decades of dedication to the insurance industry helped Kelly move from the mailroom of an agency to becoming an agent in the field.
Medicare Community Resources Support
Turn your website traffic into leads. Inbound marketing is a strategy in which you attract prospects to a website or landing page with useful or helpful content and convert them to leads. Here is a quick checklist to help you formulate your inbound marketing strategy,.