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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.
Senior Market Sales® (SMS) is committed to ensuring suitable sales practices when recommending annuity products to consumers and to supporting the fair and equitable treatment of our insurance customers. To that end, SMS has compiled this executive summary of recent revisions and actions to the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation (Model #275). These revisions encompass new producer training requirements, updated carrier forms and revised recordkeeping necessities.
The pandemic has changed many aspects of life. With all the uncertainty, producers that specialize in Medicare need to show clients and prospects that they are still in business and offering viable Medicare solutions as 2021 ensues. Furthermore, they need to demonstrate how this can be done while still maintaining social distancing protocol. Senior Market Sales® (SMS) speaks to this issue and provides solutions.
The Consolidated Appropriations Act of 2021, signed into law on Dec. 27, 2020, includes $900 billion earmarked to individuals and small businesses impacted by the coronavirus pandemic. Here are some of the key provisions of the legislation.
The Annual Election Period (AEP) is upon us. AEP is always a challenging time for agents, but even more so this year with the pandemic changing how producers meet with clients. Those who are best prepared and who make the most of their resources, are those most likely to see the greatest AEP success. Agents who work through Senior Market Sales® (SMS) find themselves at an advantage because SMS offers a plethora of exclusive resources and services designed to help maximize sales.
The coronavirus disease (COVID-19) has forced people to consider their own mortality, resulting in increased interest in life insurance. But if you’re not up-to-speed with the “new” kind of insurance, you could be missing out on sales and providing additional benefits to your clients.