News & Updates


Showing results for: and wealth


Anna Ferrin

Anne’s smarts and dedication earned her the high distinction of “Best of Class Service” at a Fortune 500 company, and she brings those same traits to Senior Market Sales.

Matthew Lube

Matthew Lube helps connect agents and agencies to carriers from our portfolio of companies.

UnitedHealthcare 2020 Training Calendar

A list of UnitedHealthcare Training webinars for 2020. 

Custom Websites

We’ll help you set up your own website with built-in online quoting and preapproved content.

2021 Aetna Certification Instructions for MA/MAPD

Certification Instructions for 2021 MA/MAPD for Aetna

Secure Email Details

Get more information about protecting yourself and your clients with secure email solutions.

iPad Apps

Quote and submit business on the go with customized apps from multiple carriers.

Medicare Supplement e-App

Reduce incompletes and errors, increase your sales territory without increasing your gas bill and eliminate the cost of mailing and ordering supplies.

App by Email®

Facilitate paperless Medicare Supplement, Medicare Advantage and PDP enrollments with customized PDF forms emailed to consumers.

MA-PD Quote

Enter your client's prescription drugs into this tool to get the most accurate out-of-pocket cost estimate for each MA-PD or Part D plan.

Efficient Frontier Portfolio Calculator

This calculator takes complex forecasting scenarios and delivers simple, easy-to-digest examples to help clients understand their retirement income planning options.

Life Insurance Quotes (iPipeline)

Get life insurance quotes through the industry-standard iPipeline quoting tools.

Long-Term Care Quote (StrateCision)

The industry standard tool for quoting long-term care insurance.

D-SNP (Dual Special Needs Plans) Opportunities in Your Area

Do you need training on who to target for your audience? Attend a training course to learn more on Dual Special Need Plans.

Post-AEP Success Checklist

Get in front of more prospects than you’ll see the entire rest of the year. Deepen your relationship with your Medicare clients. Protect your business from the competition.