Client behavior is shifting in regards to how they prefer to meet with Medicare agents. Fortunately, Senior Market Sales® (SMS) offers no-cost tools to keep you relevant in today’s world. Whether you meet clients face-to-face, over-the-phone or online, SMS has your solution.
Senior Market Sales has acquired Sequent Planning, a registered investment adviser (RIA), to provide additional opportunities for insurance and retirement planning professionals as the industry has moved toward a higher standard of care and more holistic planning.
Bill Kauffman, Vice President of Financial Solutions at Senior Market Sales® (SMS), has been selected as a recipient of the 2020 NAILBA Independent Distribution (ID) Twenty Award honoring independent distribution’s most courageous innovators and visionaries who’ve made important contributions to the insurance profession.
We may be at home for now. But we’re still here for you. In these uncertain times, your clients need the solutions and expertise you provide more than ever.
The Omaha Association of Health Underwriters (OAHU) has selected Dwane McFerrin, Senior Vice President, Medicare Solutions at Senior Market Sales® (SMS), as the recipient of its Underwriter of the Year Award recognizing distinguished service to the association and the industry.
When an intended upgrade to Medicare’s Plan Finder website left insurance agents across the country scrambling at the start of their busiest season, Senior Market Sales® (SMS) quickly provided a solution with two important enhancements to its Lead Advantage Pro® platform.
Official press release: Roger Ibbotson, an influential economist known for his groundbreaking work on the historical returns of the stock market, will speak on Tuesday, June 4, to insurance and financial planning professionals from across the country at the Senior Market Sales® 2019 Sales Forum in Omaha, Nebraska.
Driven by service and technology, Senior Market Sales® experienced record-breaking success in 2018, with significant increases in virtually all lines of business.
The Medicare Annual Election Period (AEP) is coming soon. Are you prepared and equipped? Your SMS Marketing Consultant can help you hit the ground running. Here’s an AEP prep checklist to help you be ready.
Dual Eligible Special Needs Plans (D-SNPs), could be a good way to grow your existing Medicare business. Here are answers to questions commonly asked about D-SNPs.
Consolidation has been a trend in the health care industry this year. The health insurance and pharmaceutical industries are drawing closer to each other. What does this mean for Medicare agents? Get some answers.
Senior Market Sales® Releases Income ArchiTech Planning Tool for Financial Advisors, Insurance Agents and Registered Reps
Technology Features Real-Time Stress Tests, Seamlessly Integrates Tax-Efficient Income Distribution, Social Security Planning and More
If you’re thinking about using social media, you probably have questions about how to start. A social media strategist at SMS provided some answers to the questions they’re most frequently asked by agents.
Being first to contact an Internet lead will dramatically increase the chances of a conversion.
Increase revenue in 2017 by employing a proven sales technique from SMS — the “dental swarm.”