News & Updates


Showing results for: and wealth


Will Howery

Will retired from the Air Force in 2012 and was looking for an opportunity to continue serving his community and satisfy his entrepreneurial spirit.

Total Client Engagement with Marci Fried

Hear from the Keynote speaker from Sales Forum 2017, Marci Fried, about how you should go about your client process. 

2020 Wellcare First Look Plan Details

Wellcare Medicare Advantage plans offer coverage beyond basic Medicare and include prescription drug coverage, dental, hearing, vision and fitness, and more.

Cigna HealthSrping Event Reporting Example Template 6 2017

Cigna HealthSrping Event Reporting Example Template 6 2017

SilverScript Sales Event Notification-Template 30 AUG 2017

SilverScript Sales Event Notification-Template 30 AUG 2017

John McQuaid, RHU®

John started his insurance career 23 years ago while working for an employee benefits firm, where he started as a marketing consultant and eventually moved up to an account executive position.

Milt Kleinberg

Long before he was owner and CEO of Senior Market Sales, Inc, one of the nation’s premier insurance marketing organizations, Milton Kleinberg started his insurance career in the 1960s as a field agent in Milwaukee, Wis.

Jackie Slaughter, CLTC

With 32 years of experience in the insurance industry, it’s easy to see why Jackie has such a great knowledge of the LTC business and why she currently serves as the associate director of LTC solutions here at Senior Market Sales.

Hershel Kleinberg

As Executive Vice President for Senior Market Sales, Hershel Kleinberg is responsible for guiding the company's technology vision and solidifying the insurance marketer’s reputation as one of the industry’s leading technological innovators.

Greg Bolton

Greg began his legal and compliance career 12 years ago. He first worked for a securities broker-dealer before joining SMS as the general counsel.

Joe Elsasser, CFP®

Joe developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits.

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.

Hershel Kleinberg

As Chief Technology Officer for Senior Market Sales, Hershel Kleinberg is responsible for guiding the company's technology vision and solidifying the insurance marketer’s reputation as one of the industry’s leading technological innovators. Since joining Senior Market Sales in 1997, Mr. Kleinberg has overseen the development of a number of company’s powerful web-based tools and services never before seen in the insurance industry.

Tina McGill

Tina didn’t start her career in the insurance industry. In fact, she started out working for a real estate broker, business broker and also a food brokerage before deciding to try her hand at insurance.

Brian Revas

With several years of experience selling life insurance and Medicare Supplement products, Brian knows what it takes to recruit agents and give them the knowledge they need to grow their business.