- 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
- February 4, 2015
Keeping track of rates, plans and carriers in wide geographic areas or multiple states can be a challenge. Let SMS help you reassess your portfolio of Medicare Supplement carriers to find your clients the best products and rates. Our analysis will provide you with the following information for each area you work in.
Also in this issue: Happy New Year Sales Incentive, SilverScript's Best-Seller Status, Webinar: Asset Location, Webinar: Legacy Safeguard Training, Video: Uncover the Problem, Travel Insurance Paying Before Med Supp, OEP 10-Week Snapshot
- January 21, 2015
AEP is over, and now it's time to enter the postseason. Join SMS' Todd Davis on Thursday, Jan. 29, from 10 to 11 a.m. CST to get your Postseason Game Plan. We'll show you some simple marketing practices you can use to follow up with your clients to cross-sell final expense. The Legacy Safeguard marketing system is the key to making the final expense sale.
Also in this issue: Earn the Trip of a Lifetime to Rome, Get Certified to Sell Humana in 2016, Webinar: New Annexus FIA Launch, 100 Reasons for Final Expense, Video: Professional HHC Rider, Become a TIC Affiliate, Momentum Builds for OEP
- January 7, 2015
We asked our panel of senior market experts to identify what they think will be the best opportunities for 2015. Read their predictions.
Also in this issue: Aetna 2015 Sales Contest, Help When MA Plans Drop Doctors, Video: NAC BenefitSolutions FIA, How Whole & Universal Life Work, Video: LTC Buy-up Option, Extra Green in 2015, Momentum Builds for OEP
- December 16, 2014
SMS had an eventful 2014. Several new products launched, and our Advanced Sales Forum continued to grow by offering advanced training to agents. Look back at highlights of 2014.
Also in this issue: LCBA Now Approved in WV and MI, Business Succession Plans, Webinar: Annexus BCA 2.0, Webinar: Value-Added Term Life, Video: Security Benefit Rider, Betty James Travel Insurance Strategy, Expand Your Major Medical Portfolio
- December 3, 2014
You've spent years creating a business and earning renewal commissions. But what happens to renewal income when you die? Senior Market Sales offers tips on to read more about how to prepare your business for your death, including a chart outlining vesting and assignment requirements for the Medicare Solutions carriers SMS does business with.
Also in this issue: Save Time with Lead Advantage, CVS SilverScript Program Wraps Up, NACOLAH Extends Rate Special, Webinar: Value-Added Term Life, LTCi Sales Ideas Series Launches, Top 50 Cities to See in Your Lifetime, Major Medical Opportunities