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On-Demand Webinar: Addressing Long-Term Care with Income ArchiTech

November is Long-Term Care Awareness Month, making it the right time to begin addressing your clients' LTC needs for retirement. 

Interview With Agent Raul Cardenas

Craig Taylor, Associate Director of Medicare Solutions, interviews agent Raul Cardenas to gather insights on marketing D-SNP plans. This installment focuses on how to sell D-SNP plans — specifically how to get started, what do to once you've started, and how to maximize your success in this market.

Sales Idea: Use Hybrid Long-Term Care Insurance as an Estate-Planning Tool

The increasing consumer appeal of newly designed long-term care (LTC) insurance is creating opportunities for insurance and retirement planning professionals, and new technology is showing consumers how LTC insurance can be used for more than just long-term care — it can be used to protect their estates.

The Future of Value-Based Healthcare

Griffin Myers, M.D., M.B.A, present “The Future of Value-Based Healthcare.” 

These issues directly affect your clients, so it's time to prepare for change. The webinar will help you understand:

  • Why the fee-for-service model is broken
  • The value-based care philosophy
  • What your clients need from you in the midst of this change

New York Agent Guide to Cybersecurity

This document is designed to help agents understand their responsibilities under the NY Cybersecurity Rule and identify resources that can provide additional assistance to them in meeting their obligations under the Rule. It is also designed to be a general resource for agents in all states who want to develop sound policies and practices for information security.

Your Pre-AEP Preparation Checklist

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.

Cross-Selling Made Easy

Do you want to deepen your relationship you have with your Medicare clients?

Do you want to protect your hard-earned business from the competition?

Client-facing Resources for Life Insurance Awareness Month

For Life Insurance Awareness Month, we’ve curated resources from the Life Happens website to help you with common sales objections and to show the value of life insurance.

Show Clients How Life Insurance Can Mitigate Retirement Risks While They're Living

Today’s life insurance offers clients greater flexibility than just the traditional death benefit. They can provide solutions to clients’ concerns about outliving retirement and not having enough money.  

Why Sell Dental, Vision and Hearing Plans

Selling Dental, Vision and Hearing (DVH) coverage is a natural extension of a growing Medicare business. Read more about this hot trend in the market, and learn how you can get started. 

Understanding the New Medicare Marketing Guidelines

The Centers for Medicare & Medicaid Services (CMS) has renamed the Medicare Marketing guidelines and made significant changes for this year. Here is a summary of the changes, and how they affect your business.  

Update Your Mutual of Omaha Contract

Mutual of Omaha will offer Part D and Medicare Advantage this Annual Enrollment Period. Now is the time to update your contract. 

What to Watch For During AEP 2019

The upcoming Annual Election Period (AEP) is about100 days away. Get a long view of the potential opportunities that could shape AEP 2019.

Financial Advisors, Here's How to Turn Affluent Prospects Into Clients

Helping clients enroll in Medicare and review plans annually can be an easy way for financial advisors to reach prospects and lay the foundation for lifetime clients, and a recent survey indicates the opportunity is especially ripe with affluent Americans. 

 

Marketing Hours Extended to Provide More Service

The SMS Medicare Solutions and Financial Solutions teams have extended their hours to better serve agents and advisors.