SMS Insider In this issue: Increase Medicare Sales Opportunity by Offering MSAs; Client-Facing Resources for Life Insurance Awareness Month; A Great Way to Protect Both Business and Reputation; SMS Acquires New York-Based Field Marketing Organization CareValue

SMS Has You Covered for Call-Recording Regulations This AEP Senior Market Sales® (SMS) has unveiled a full-featured business phone solution to help insurance agents comply with a new Medicare regulation requiring the recording of phone calls that are part of the chain of a beneficiary’s enrollment into a Medicare Advantage or Part D Plan. This requirement, mandated by Centers for Medicare and Medicaid Services, will go into effect Oct. 1, 2022. View Info

Learn More Increase Medicare Sales Opportunity by Offering MSAs A Medicare medical savings account (MSA) works similarly to employers’ health savings accounts. Therefore, employees aging into Medicare may potentially be more open to hearing about MSAs.

Client-Facing Resources for Life Insurance Awareness Month Total life insurance new annualized premium grew 20% in 2021, representing the highest annual growth since 1983, and 17% in the first quarter of 2022, the fifth consecutive quarter of double-digit premium growth, according to LIMRA. Ride the momentum by using client-facing resources this September — Life Insurance Awareness Month — to help the more than 100 million Americans living with a life insurance coverage gap and to grow your business. Get the Resources

See Plan A Great Way to Protect Both Business and Reputation Want quality Errors and Omissions insurance protection at some of the lowest rates ever seen for non-captive agents? The plan available through SMS recently renewed with even lower premiums than before. Plus, the plan offers a $0 deductible relating to protection involving products sold through SMS.

SMS Acquires New York-Based Field Marketing Organization CareValue SMS has acquired CareValue, a rapidly growing national field marketing organization based in Canandaigua, New York, and specializing in senior life and health insurance. More Details

Sept. 8 — A Fresh New Angle to Medicare Lead Acquisition Sept. 15 — Owning Your Sales Process Sept. 15 — A Fresh New Angle to Medicare Lead Acquisition Sept. 20 — GlicRx AEP Kickoff Sept. 21 — Ameritas Sets Agents Up for Dental Sales Success Sept. 22 — A Fresh New Angle to Medicare Lead Acquisition Sept. 29 — A Fresh New Angle to Medicare Lead Acquisition Oct. 5 — Live Webinar and Question/Answer Session Maximizes Your AEP Potential View More Events

SMS is dedicated to helping agents leverage time, make more money and put their business in a position of distinction.   SeniorMarketSales.com 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.