When You Can't Meet Face-to-Face With Clients: How Insurance and Financial Planning Professionals Can Survive in the Coronavirus Era

If your business is based on in-person workshops, walk-ins and face-to-face appointments, the novel coronavirus has forced you to reconsider how you do business. Senior Market Sales® (SMS) has the support to help you quickly pivot to taking all aspects of your practice online, so you can service clients and even reach new prospects.

Helping Clients Through the Coronavirus and Market Chaos

Despite all the uncertainties surrounding the coronavirus and its impact on the global economy, one thing is crystal clear: now is the time to demonstrate to clients your value as an insurance and financial planning professional.

The key is to prepare clients for volatility, help them keep a level head during the crisis and provide whatever useful information you can.

New To Medicare Tutorial Series

With baby boomers entering Medicare eligibility, the demand for experts in this field has increased. That’s why Senior Market Sales^® (SMS) developed the exclusive New to Medicare tutorial series. With knowledge gained through these tutorials, agents can enter the lucrative Medicare markets with confidence, knowledge and viable client solutions.

The SECURE Act: Are You Ready?

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.