- June 24, 2015
Rather than ignore Medicare and Social Security as government entitlements that don't need strategy and planning, financial and insurance professionals should make them the foundation of retirement planning if they are to avoid putting clients at risk of running out of money in retirement, a new Senior Market Sales, Inc. white paper finds. "The New Foundation of Retirement Planning: Social Security and Medicare" explains the risks of doing nothing as well as the opportunities for those acting ahead of the trend.
Also in this issue: Aetna Makes Managing Easy, UHC 2016 Certification Courses, Nationwide New Heights Enhanced, Earn Prizes with Ameritas, Video: Transamerica Multi-Life, When to Buy Travel Insurance, Assurant Exits Health Insurance
- June 10, 2015
Nationwide® launched an enhanced suite of New Heights® fixed indexed annuities.
Also in this issue: Aetna Expands HHD Eligibility, 2016 MA-PD Plan Compensation, Annuity Webinar Series, New Director of Life Insurance, Video: Transamerica Multi-Life, Is Travel Insurance Worth the Cost?, Humana Certification Ends Monday
- May 27, 2015
In this webinar, held Thursday, June 25, at 10 a.m. CDT, SMS’ Todd Davis and Integrity Marketing’s Allen Pauley will reveal the most common objections to final expense and how to overcome them. You’ll learn how to bring up the most common concerns before your prospect can use them. Register now.
Also in this issue: Sell LCBA and Earn Bonus Cash, Walmart Retail Program, Athene's Companies Rating Upgrade, Webinar: Presenting an IUL Solution, Video: Transamerica Multi-Life, The Bridge Plan Major Medical, Get 2015 Coverage with an SEP
- May 13, 2015
From April 1 to Aug. 31, each LCBA Med Supp app issued could qualify you for two promotions. Earn $50 cash for each LCBA Med Supp app issued. And with five to nine Med Supp apps issued in a calendar month, receive $250 toward a 1,000-piece mailer. Also earn matching marketing funds for 10+ apps issued in a month.
Also in this issue: Video: GoSMS Mobile Quoting Tools, SMS Adds New MA Carrier, Webinar: Crack the Referral Code, Webinar: The Three-Option Close, Video: Transamerica Multi-Life, Report: More Buying Travel Insurance, Assurant Exits Health Care
- April 29, 2015
In 2014, SMS became the first IMO to offer a text-based quoting platform that lets you quote multiple carriers on your mobile devices. We’ve created a new short tutorial video showing you how the text-based system works.
Also in this issue: Double Dip Promo Money, Grow Your MA Business, Webinar: Crack the Referral Code, Webinar: Why and How to Sell IUL, Videos: Get Tips for Presenting LTCi, Traveling in September?, Private Exchange Enrollment Doubles
- April 15, 2015
The SMS annuities team is hosting a series of four webinars over the spring and summer to help you take your business to the next level. We'll discuss Social Security planning, referrals, the Efficient Frontier illustration tool and also host a roundtable with some of our million-dollar producers. This is a series you won't want to miss.
Also in this issue: SMS Sales Spectacular, Walmart Retail Program, NACOLAH BenefitSolutions II FIA, Webinar: The One-Question Close, Mutual's LTCi Best Option, GeoBlue Trekker Choice, How Many Enrolled in ACA Plans
- April 1, 2015
Grow your spring and summer production with our co-op spectacular incentive. Contest runs April 1, 2015, through August 31, 2015.
Also in this issue: LCBA Cash for Apps Program, 10 Reasons to Sell UHC Year-Round, Annexus Celebrates 20 Years of FIAs, Webinar: What is IUL Insurance?, LTC Sales Ideas: Bonus Video, When Travel Insurance Hits Home
- March 18, 2015
RSVP early for the bigger and better 2015 SMS Sales Forum. Last year sold out, so don't delay in reserving your space.
This year will feature more content, including more breakout sessions with additional training to help you sell more indexed annuities, ULs and IULs, hybrid and traditional long-term care, final expense and even Medicare Solutions. A new feature this year is a producer roundtable showing how top producers structure their practice for successful cross-sell opportunities. Plus we dive into SMS' exclusive Total Social Security program and how advisors are using it to help their clients and grow their practice.
Also in this issue: Mutual 12% HHD Expanding, UHC Training in Your Area, Webinar: Tax Planning Tips, Addition of Prudential Life, Video: Do You Own an LTCi Policy?, GeoBlue Premium Increase, 2015 Insurance Marketplace Coverage
- March 4, 2015
The predictions for 2015 are in, and fixed indexed annuity (FIA) sales are expected to continue climbing. Why are consumers gobbling up FIAs? Watch this three-minute video to see how portfolios that utilize FIAs can outperform portfolios with a traditional stock/bond mix.
Also in this issue: Submit GPM Apps Electronically, UHC Training in Your Area, Reprot: Tougher Standards for Brokers, North American Company News, Video: Look for a Common Employer, Travel Delays Force Airport Sleepover
- February 18, 2015
Help SMS tailor our website, newsletter and other content to you by taking our 10-question 2015 website and eNewsletter survey. We're interested in how you use the website, what parts of the newsletter you read and what types of content you'd like to see SMS provide. The survey is brief and can be completed in only a couple minutes.
Also in this issue: Free Med Supp Portfolio Analysis, UHC's 2015 Star Rating Overview, Webinar: Annexus Nationwide FIA, Webinar: Legacy Safeguard Training, Video: Begin the Conversation, Multi-Trip Travel Ins for a Single Trip, OEP 12-Week Snapshot