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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

Easing the Pain of Paperwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

Craig Taylor, CLF®

With more than 21 years of experience in the insurance industry, a master’s degree in management and leadership, and Series 6, 63, 26 & 51 and many other designations, Craig is a great leader and asset to Senior Market Sales.

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.

Tech Tour Pro: Powerful Technology at Your Fingertips

Discover Lead Advantage Pro® from Senior Market Sales® (SMS). This proprietary technology helps you eliminate mistakes, save time and make more sales. Plus, it allows you to quickly obtain accurate lists of prescription drugs for your clients. 

Mutual of Omaha

A full-service, multi-line provider of insurance and financial services products including disability income, long-term care and Medicare Supplement insurance.

Tim Sorensen

Tim joined Senior Market Sales in 2018 in the Financial Solutions department as an Associate Marketing Consultant.

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.

The What, When & How of the Impending Impartial Conduct Standard

Are you confused or concerned about the upcoming impartial conduct standards? In this webinar, SMS experts share answers to help you understand your options and minimize exposure for your business.

How to Estimate Final Expense, and the Three-Option Close

Most insurers call coverage “final expense” even though it covers only the funeral. In this fourth of eight webinars, we’ll show you how to help your clients better estimate their total funeral and family expenses, which leads to better coverage for the client and more income for you. We’ll also introduce the three-option close, where the client can choose enough coverage to cover a funeral, cover family expenses or cover both.