News and Updates

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GlicRx: Prescription Discount Program

GlicRx is a nationwide prescription discount program, similar to GoodRx that helps users save up to $95 per prescription over a pharmacy's retail price. Unlike GoodRx however, GlicRx pays agents every time their clients purchase prescriptions on its platform.

What's Ahead in 2022: SMS Experts Share Predictions, Trends to Watch

Two Senior Market Sales® (SMS) leaders forecast what 2022 could have in store for the insurance and retirement planning industry. With combined experience of more than 70 years, SMS’ Dwane McFerrin and Bill Kauffman share their predictions and trends to help you navigate the year ahead. 

Senior Market Sales Offers Advisors New Turnkey System to Provide Tax-Saving Strategies in Retirement

Senior Market Sales® (SMS) today unveiled the CirrusView process, a turnkey, repeatable system to help insurance and retirement planning professionals acquire and serve high-level clients with advanced tax-saving strategies. 

Find Success in Selling Dental Insurance During a Season of Change

The pandemic certainly transformed the dental industry into a rollercoaster with unprecedented ups, downs, twists and turns. This article strives to take away some of the vertigo you may be feeling regarding all this change and provide clarity about the industry’s current state and outlook for the future. Agents who sell dental insurance will find this information especially useful.


Acquire and Serve High-Level Clients With Tax-Saving Strategies: The CirrusView program is a turnkey, repeatable process to help increase annuity and life insurance sales and assets under management by helping high-net-worth clients with tax-saving strategies in retirement.

SMS Insider December 01 2021

In this issue: Help Clients Avoid the Tax Time Bomb; All Medicare Advantage Plus Part D Quoting Capability; Get Paid When Your Clients Purchase Prescriptions Through GlicRx; Use This Annual Election Period Resource for a Strong Finish; Increase Production by Adding Products to Your Business Mix

Sales Forum Summer Series

Watch all the Sales Forum Summer Series presentations on-demand all in one place. This series gives you exclusive industry insight into everything from tax-efficient retirement planning strategies to what’s new and now this upcoming Medicare Annual Election Period (AEP).

DOL Extends Fiduciary Rule Compliance Date, Including Rollover Advice

ThinkAdvisor - Bowing to industry pressure, the Labor Department on Monday extended the non-enforcement policy on its fiduciary rule to Jan. 31.

SMS Insider November 03 2021

In this issue: Minimize Client Taxes and Grow Your Business With Turnkey CirrusView Process; No-Cost Technology Helps Maximize Annual Election Period Enrollments; Streamline Your Annuity Electronic Application Process; Are You Dropping the Ball With Long-Term Care Planning?; Help Clients Accurately Estimate Drug Costs

No-Cost Technology Resources Help Maximize AEP Enrollments

When it comes to Medicare’s Annual Election Period (AEP), success is measured in enrollment numbers. Senior Market Sales® (SMS) enables agents to lead the enrollment pack by providing complimentary tools designed to save time, eliminate errors and maximize enrollment potential. This article highlights just some of the features available through SMS’ Lead Advantage Pro® and Medicare Insurance Direct® (MID) platforms.

CMS Clarifies Marketing Reporting Requirement for MA and MA-PD Agents

The Centers for Medicare & Medicaid Service (CMS) recently released new reporting requirements for third-party marketing in reference to Medicare Advantage (MA) and Medicare Advantage plus Part D (MA-PD) advertising. These new reporting requirements apply to carriers and organizations as well as agents who solicit these types of products. Compliance of these new reporting requirements are required as soon as possible.

Mutual of Omaha - Med Supp & Dental Marketing Credits Program

You already help your clients meet their Medicare supplement and dental needs. Why not get rewarded for the business you place with Mutual of Omaha? Place your business today and watch your marketing credits add up!

Webinar: Gravity, the Time Machine and Other Sales Concepts for Success

Just as Jeff Bezos and Richard Branson didn’t let gravity hold them down from their recent commercial space flights, you shouldn’t let gravity hold you back from success. Watch this webinar to learn how to manage gravity issues – those unrelenting pressures or unfortunate events that you can’t control – to guarantee an upward trajectory. You’ll also learn how to turn your sales talk into a time machine and other sales concepts that will help you overcome whatever obstacles come your way.

Senior Market Sales Acquires Medicare Instructors in Latest Strategic Growth Move

Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired Medicare Instructors, a rapidly growing independent insurance brokerage focusing on Medicare insurance and financial solutions for people entering retirement.

Senior Market Sales Acquires 4 Insurance Brokerages as Part of New Growth Strategy

Senior Market Sales® (SMS) has acquired four insurance brokerages within a month as part of our new strategy to partner with companies for long-term growth.