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Medicare Compliance

Requirements for building a Medicare Compliance Program, FDR requirements, Compliant Medicare Advantage presentations and more.

Content Library

Browse our extensive library of videos, articles, tips and training created by Senior Insurance experts. Topics range from Medicare, Annuities, Health and Life insurance products. Learn how to market and grow your business.

Life Insurance

We make life easier for you with our personalized service, underwriting assistance, quoting tools and diverse portfolio of quality products your clients need.

FDR Compliance Requirements

CMS requires that all FDRs fulfill specific Medicare Compliance Program Requirements. We will describe these requirements in this document.

New to Medicare Tutorial

With baby boomers entering Medicare eligibility, the demand for experts in this field has increased. That’s why Senior Market Sales® (SMS) developed their exclusive New to Medicare tutorial series. With knowledge gained through these tutorials, agents can enter the lucrative Medicare markets with confidence, knowledge and viable client solutions.

  • Learn the importance of being a Medicare expert
  • How to build your business in the Medicare markets

Click on the first video below to start the tutorial series.

Why SMS

Our passion is working with agents who are hungry to grow their business, grow their knowledge, and make themselves and their communities better.

Foresters Financial

Foresters Financial is not a traditional life insurance carrier, driven by demands of investors. Instead, Foresters Financial is a membership-based fraternal benefit organization.

Privacy and Security

There are numerous regulations requiring the protection of consumer information, particularly the HIPAA Privacy Rule and Security Rule, as well as state breach notification laws.

Social Media Cheat Sheet

Here is a list of social media compliance do's and don'ts.

California and/or Nevada Resident Opt-Out Form

Under the CCPA, California and Nevada consumers have the right to opt-out of having their personal information sold.

Privacy Policy

This Statement of Privacy and Security applies to all information gathered or maintained by Senior Market Sales, Inc. at SeniorMarketSales.com as well as information transmitted to us by telephone, fax, or otherwise.

Core Retirement Planning System

Attract prospects and gain clients for life when you use this proven system. It provides a structured planning process that's easy for you to implement and an exceptional customer experience that they'll tell their friends and families about.