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Sometimes, producers inadvertently omit a vital piece of information regarding recommended products. Other times, clients either aren’t paying attention, or they misunderstand a crucial fact about what the proposed solution will or won’t do. When communication breaks down, the results can be disastrous. Clients may sue for negligence. If that happens, it can be a costly venture for the producer in terms of financial loss and reputation. Fortunately, producers have a way to hedge against some of this risk.
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.
Discover how Lead Advantage Pro® from Senior Market Sales® can help streamline your quoting and illustration process. By utilizing this tool, you can save time, meet with more clients and make more Medicare sales.
Agents who wish to keep their sales funnel operating at optimal efficiency need to stop prospecting on the fly, and adopt a system of focused intentionality. This article discusses a webinar resource designed to help agents capitalize on 20 places to find new business and drives sales.
The Annual Election Period (AEP) represents a busy time for agents who sell Medicare products. Proper preparation is key. Are you prepared? With many clients now preferring methods other than face-to-face interactions, you must be ready to meet through virtual meetings, social media and the like. Senior Market Sales® offers a few tips and resources to help with this process.
Converting money from a traditional retirement account to a Roth account is not a new strategy to help clients with retirement planning, but it’s experiencing a renewed sense of urgency. Here's why and what this opportunity means to insurance and retirement planning professionals.
Senior Market Sales® takes the time and makes the effort to ensure that its agent partners experience a symbiotic relationship. To put it simply, the more you do business with SMS, the more you will receive in terms of rewards. Here’s just a sampling of what SMS offers in that regard.
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.
When it comes to the Medicare insurance industry, agents who have a strong platform are those most likely to see the greatest success. Coordinating and managing the various aspects of the job can be daunting, and the reason that some fail. Conversely, many who succeed are those who utilize the tools available to streamline their business for maximum productivity. This article looks at some of the valuable tools available to Medicare agents.
The baby boom retirement wave is here, and that means hundreds of thousands of potential clients asking, “When should I file for Social Security?” If you aren’t helping answer this question, you’re missing out on one of the biggest opportunities to grow your business. With the right support and technology, incorporating Social Security planning into your existing practice can be simple and can produce both immediate and long-term, sustained growth.
Even after the pandemic, agents will need a way to continue meeting with clients the way they prefer to meet. Fortunately, Senior Market Sales® (SMS) has technology solutions in place to ensure you can make Medicare sales in a variety of in-person and virtual environments. This article highlights two of these tools, Lead Advantage Pro® and Medicare Insurance Direct® (MID).
Increase sales while helping an underserved population by attending a two-hour Dual Eligible Special Needs (D-SNP) and Veterans Training Bootcamp webinar, presented by Humana.
There’s a good opportunity for agents specializing in Medicare to make additional sales by revisiting their existing book of Medicare Supplement clients. Seniors desire adequate coverage for dental and vision. It’s up to you to present them with viable solutions that meet their needs and budget. Senior Market Sales® helps by offering agents proprietary tools and products designed to capture those additional sales.
Senior Market Sales® (SMS) was well-positioned to help producers have a profitable 2021 Annual Election Period (AEP) regardless of the pandemic situation. SMS marketing consultants worked tirelessly via Zoom and other screen sharing platforms to help agents transition into being successful in a socially distanced market. Plus, SMS offered agents numerous tools at no cost, which helped make more sales regardless of market conditions.