News & Updates


Showing results for: and wealth


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.

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. 

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.

Jeff Sullivan

Jeff is a trusted source for difficult questions and cases, and also helps agents think outside of the box with marketing and getting in front of new clients.

Matt Van Auken

Matt got his start in the industry 29 years ago working part-time in the mailroom of an insurance company while he was in college.

Joey Loth

Twenty years in New Home Sales was losing its spark, so Joey made a change and went to work for a large agency in Omaha specializing in Medicare and the senior market.

Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, LLIF

As Vice President of Medicare Solutions, Dwane McFerrin, CLU®, CFP®, RHU®, CLTC has helped position Senior Market Sales as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement.

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.

CMS Medicare Communication and Marketing Guidelines

A list of the some of the basic guidelines for agent websites. This guide is intended to assist agents in complying with the CMS Medicare Communications and Marketing Guidelines (MCMGs) when appointed with carriers for Medicare Advantage (MA/MAPD) and/or Medicare Prescription Drug Plans (PDP). This list is not all-inclusive.