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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.
Several trends forecast to impact the insurance and financial planning industry in 2020 set the stage for educational workshops to be an even more successful lead generator than they already are. Check out these three reasons you should embrace educational workshops this year and how SMS can help.
Vice President of Medicare Solutions at Senior Market Sales Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, LLIF reflects on the 2020 AEP. He summarizes the recently completed AEP season in terms of trends, successes and challenges. He discusses how SMS helped agents write more AEP business. He provides input regarding his future outlook as well as upcoming resources and opportunities that SMS is planning for agents.
As the 2020 Annual Election Period (AEP) season takes off, many agents are realizing that this year represents one of change. With more than 8 million seniors affected by disruptions in their prescription drug plans for 2020, agents’ phones are ringing off the hook. Plus, updates to Medicare.gov and the Plan Finder have left many agents searching for solutions to help them make the best recommendations to their clients. Fortunately, Senior Market Sales® (SMS) has developed solutions to these challenges.
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.
There’s a big enhancement headed to Lead Advantage Pro very soon!
Market volatility provides an opportunity for insurance and financial planning professionals to show their value to clients. Senior Market Sales can help you educate clients about market risk and offer solutions to lock in their gains — before the downturn.
Have you heard the news? As of October 1, 2019 agents will no longer be able to access prescription drug lists for their clients on Medicare.gov using the new Plan Finder. This represents a significant change, making the process of obtaining this information more difficult, and less pertinent even if it is obtained. Consequently, agents who use the site for that purpose and fail to adjust their procedures, will likely see their MA-PD and Part D sales suffer.
In this webinar, presented by Senior Market Sales® (SMS) Vice President of Medicare Solutions Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, you’ll discover how FREE proprietary technology solutions from Senior Market Sales® can create more time for you to close more sales.
With Annual Enrollment Period (AEP) 2020 just around the corner, Senior Market Sales® (SMS) addresses which is the best MA policy for clients — one structured as an HMO, PPO, or PFFS? This article compares these three plan structures so that you can provide value to your clients by helping them make a more educated MA plan decision.
Answers to your questions about MACRA.
How does MACRA affect clients enrolled in Medicare on or prior to Dec. 31, 2019?
The bigger question is, how does MACRA affect clients that become eligible for Medicare Jan. 1, 2020 and after?
What does MACRA mean for the agent?
What does MACRA mean for Medicare carriers?
If you are a Medicare Supplement agent, then you’re probably already aware that Jan. 1, 2020 is the date designated for the Medicare Access and CHIP Reauthorization Act of 2015 (MACRA) to take effect. But what does that mean exactly, and how does it affect your clients and your business?
Because New York’s Regulation 187 is one of the first to be finalized in a tide of expected state “best interest” regulations, it could hint at what’s to come for producers elsewhere in the country. Learn more.
Direct mail marketing is a tried and true way to drum up leads in your area. Join this on-demand webinar to learn the best practices for direct mail, just in time to maximize your leads for the annual enrollment period.
Senior Market Sales now represents Anthem and Amerigroup for Medicare Advantage and Medicare Supplement. Joining this webinar can make you among the first with the information.