Your Pre-AEP Checklist
Your Pre-AEP Checklist
The Medicare Annual Enrollment Period (AEP) is less than two weeks away. You have a strategy in mind and a plan in place. But are you prepared and equipped to execute? Senior Market Sales (SMS)® can help you take the right approach and hit the ground running. Review this AEP prep checklist to make sure you are ready.
Review the Checklist

Share this on:    Share On LinkedIn   Share On Facebook   Share On Twitter
Renowned Economist Roger Ibbotson Shares Insights in Exclusive SMS Interview
Learn More

Renowned Economist Roger Ibbotson Shares Insights in Exclusive SMS Interview
Renowned economist Roger Ibbotson shared groundbreaking insights that are challenging the traditional ways retirement planning professionals mitigate certain retirement risks.
Rx Import Saves Time and Reduces Errors
The latest breakthrough from SMS reduces the tedious tasks involved in running an MA-PD quotes, to save valuable time. The Rx Import process looks up your clients' drugs for you. It's less stressful for your client and cuts your quoting time in half. It also helps you be confident that the drug list is accurate and up-to-date.
Rx Import Saves Time and Reduces Errors
Discover More

Share this on:    Share On LinkedIn   Share On Facebook   Share On Twitter
Tools to Help Clients Understand the Sequence of Returns Risk
Read More

Share this on:    Share On LinkedIn   Share On Facebook   Share On Twitter
Tools to Help Clients Understand the Sequence of Returns Risk
If your clients start making withdrawals for retirement during a down market, they could run out of money. A new flyer and planning platform simplify the hard-to-grasp “sequence of returns” risk, so clients clearly see the need for solutions that you can offer.
Discover the Future of Value-Based Health Care
It's not every day you get a glimpse into your industry's future. Here's a reality facing many of your clients — the fee-for-service model is broken, and a value-based care philosophy is emerging. Join this live webinar to hear Griffin Myers, M.D., M.B.A, present “The Future of Value-Based Healthcare.”
Discover the Future of Value-Based Health Care
Register Now

Share this on:    Share On LinkedIn   Share On Facebook   Share On Twitter
Learn How You Can Get Scope of Appointment Forms Done in Just 3 Minutes
 
Training & Events
 
View More Events

SMS is dedicated to helping agents leverage time, make more money and put their business in a position of distinction.
 
Join Us on LinkedIn Like Us on Facebook Follow Use on Twitter Subscribe to Our YouTube Channel

For Licensed Insurance Agent / Advisor Use Only. Not for General Public. State restrictions apply. 8420 W. Dodge Rd., Ste. 510, Omaha, NE 68114
If you no longer wish to receive these emails, please unsubscribe.