News & Updates


Showing results for: and wealth


An Introduction to Long-Term Care

Review the basics of Long-Term Care with the “LTC Planning 101” video. You will learn what it is, where is it delivered and what pays for extended care in today’s environment. 

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.

LTC Sales Ideas Video Series

Helping clients understand the need for long-term care insurance is one of the biggest challenges agents face. SMS has teamed with Mutual of Omaha on an eight-part series, giving you sales ideas to help you present LTCi to your clients.

Feedback

Please report any issues and/or provide suggestions about the user experience of this site. If you provide your email address (optional) we will follow up with any results of your request.

Compliance Alerts

We organize the increasing volume of required compliance communications from multiple carriers into one place. Includes compliance, bulletins, announcements and other insurance-related news regarding the senior market.

FDR Compliance Requirements

CMS requires that all FDRs fulfill specific Medicare Compliance Program Requirements. We will describe these requirements in this document.

Keynote Speaker: Joe Ross

Joe Ross is the Vice President, Sales Productivity and Business Development, Life Insurance for AIG Life and Retirement (AIGLR). He develops and delivers sales concepts and strategies that help agents, advisors and teams improve core selling skills and. maximize productivity.

Keynote Speaker: Janet Trautwein

Janet Trautwein is the Chief Executive Officer of the National Association of Health Underwriters (NAHU). Her health policy expertise has made her a nationally known speaker and media source who has testified before Congress on health insurance issues.

Life Insurance Training

Your clients expect you to be the expert.

Sales Forum Videos (Previously Recorded)

The Sales Forum features a combination of main stage and breakout session content delivered by industry experts, top producers and representatives from our carrier sponsors. The content focuses on sales concepts, case studies, and best practices to help you sell more.