News & Updates


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Sales Idea: Use Hybrid Long-Term Care Insurance as an Estate-Planning Tool

The increasing consumer appeal of newly designed long-term care (LTC) insurance is creating opportunities for insurance and retirement planning professionals, and new technology is showing consumers how LTC insurance can be used for more than just long-term care — it can be used to protect their estates.

A Month to Reflect: Are You Dropping the Ball With Long-Term Care Planning?

No matter what type of retirement planning professional you are, you’re in a position to help educate clients on the risks of failing to plan for long-term care. November is Long-Term Care Awareness Month, and we’ve gathered resources to help you. 

The Future of Value-Based Healthcare

Griffin Myers, M.D., M.B.A, present “The Future of Value-Based Healthcare.” 

These issues directly affect your clients, so it's time to prepare for change. The webinar will help you understand:

  • Why the fee-for-service model is broken
  • The value-based care philosophy
  • What your clients need from you in the midst of this change

Facebook Live: DOJ approval of the acquisition of Aetna by CVS

SMS' Dwane McFerrin discusses the DOJ approval of the acquisition of Aetna by CVS

New York Agent Guide to Cybersecurity

This document is designed to help agents understand their responsibilities under the NY Cybersecurity Rule and identify resources that can provide additional assistance to them in meeting their obligations under the Rule. It is also designed to be a general resource for agents in all states who want to develop sound policies and practices for information security.

Personalized Quoting Website

Medicare Insurance Direct lets clients quote and enroll themselves in a plan online, and you get credit for the sale. 

Renowned Economist Roger Ibbotson Shares Insights in Exclusive SMS Interview

In an exclusive interview with Senior Market Sales® (SMS), renowned economist Roger Ibbotson shared groundbreaking insights that are challenging the traditional ways retirement planning professionals mitigate certain retirement risks.

SMS Notes September 26 2018

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Your Pre-AEP Preparation Checklist

The Medicare Annual Election Period (AEP) is coming soon. Are you prepared and equipped? Your SMS Marketing Consultant can help you hit the ground running. Here’s an AEP prep checklist to help you be ready.

Cross-Selling Made Easy

Do you want to deepen your relationship you have with your Medicare clients?

Do you want to protect your hard-earned business from the competition?

CMS Medicare Communication and Marketing Guidelines

The Medicare Communications and Marketing Guidelines (MCMG) interpret and provide guidance on the marketing and communication rules for Medicare Advantage (MA-only, MA- PD) plans (also referred to as “plans”),

SMS Insider September 05 2018

In this issue: Discover How Rx Import Saves Valuable Time; An Exclusive Webinar With Roger Ibbotson; Get Certified for AEP; Life Insurance Awareness Month Resources; Think Beyond the Death Benefit of Life Insurance

Client-facing Resources for Life Insurance Awareness Month

For Life Insurance Awareness Month, we’ve curated resources from the Life Happens website to help you with common sales objections and to show the value of life insurance.

Show Clients How Life Insurance Can Mitigate Retirement Risks While They're Living

Today’s life insurance offers clients greater flexibility than just the traditional death benefit. They can provide solutions to clients’ concerns about outliving retirement and not having enough money.  

SMS Insider October 03 2018

In this issue: Your Pre-AEP Preparation Checklist; An Interview With Roger Ibbotson; The Latest Time-Saving Tool From SMS; Help Your Clients Understand Sequence of Returns Risk; Discover the Future of Value-Based Health Care