News & Updates


Showing results for: and wealth


Curtis Lueckenotto, RICP

Curtis enjoys building relationships with advisors, getting to know them and their business.

Cyber Insurance Liability Protection

Protect your business with cyber insurance available through Senior Market Sales® (SMS)

Paul Nelson

Paul can draw on his nearly 42 years of experience in the insurance business to help you improve your practice.

Agent Initiated Consumer Online Enrollment (AICOE®)

A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.

Mutual of Omaha Mutual Sales Leaders

Qualification requirements for Mutual Sales Leaders 2017 trip to Ireland in 2018.

Telephone and Video Solicitation

Athene guidelines for telephone & video solicitation

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.

Angela Lewman

As the New Business Team Leader for Financial Solutions, Angela is responsible for overseeing all Annuity, LTC and Life Insurance business that is submitted to ensure that any delays to issuance will be avoided.

Radio Ads

We've recorded several ads that you can run on your local radio for Ameritas dental insurance.

Telemarketed Leads

SMS producers are eligible for steep discounts and free lead credits from a variety of top-rated telemarketing lead vendors.

Legacy Safeguard

Legacy Safeguard is a powerful final expense marketing tool perfect for Medicare Supplement agents.

Postseason Game Plan

Now that you’ve served your clients with their Medicare plans, follow up on another major need and help them leave a lasting legacy. Get your copy of the Postseason Game Plan.

Marilyn Cunard

With more than six years of experience in contracting, Marilyn has the expertise to efficiently navigate agents through the contracting process. She began her career as a Contracting Associate and through persistence, leadership, and attention to detail has advanced to the position of Contracting Coordinator.

Brandon Hughbanks

Brandon has sold travel insurance; international medical insurance; accidental death and dismemberment insurance; kidnap, ransom and extortion insurance; and defense base act insurance.