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Postseason Game Plan: The Key to Cross-selling Final Expense

Watch this video to learn some simple marketing practices you can use to follow up with your Medicare clients to cross-sell final expense.

Stephen Valasek

Before he was even finished with college, Stephen was eager to dedicate his career to the insurance industry.

Darin Hartman

Darin brings years of service experience from retail pharmacy and management to his role as an Internal Marketing Consultant at Senior Market Sales. 

Why Don't Your Clients Refer with Duncan MacPherson of Pareto Systems

Advisors need to rebrand how they ask for referrals, so that they are aligned with stewardship not salesmanship.

Nancy Buller

With 15 years of experience, Nancy comes to Senior Market Sales with a vast amount of life insurance knowledge that translates into helping others.

Selling Single-Premium Solutions

Your clients cannot afford to have money from an inheritance, real estate sales, retirement accounts and other sources just sitting on the sidelines. Those funds can be used to help them reach their goals.

Top 10 Ways to Avoid Complaints

Top 10 Ways to Avoid Complaints

Bill Kauffman, CLU®, ChFC®, LLIF

As Vice President of Financial Solutions, Bill Kauffman, CLU®, ChFC®, LLIF leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life and long-term care. Under Bill’s direction SMS has added a number of value-added programs to help agents and advisors grow their business, including Total Social Security, Total Client Engagement, Sales Forum and the SMS 360 Process.

Michael Haremza

Originally looking for a way to supplement his income while teaching, Michael turned his attention toward the insurance industry.