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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

Facebook Live: DOJ approval of the acquisition of Aetna by CVS

SMS' Dwane McFerrin discusses the DOJ approval of the acquisition of Aetna by CVS

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?

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. 

Help Customers Affected By Cost Plan Discontinuation in Minnesota

Due to Federal legislation, Medicare Cost plans will be discontinued in most of Minnesota, affecting approximately 400,000 individuals. What is your plan to help these customers?

When Your Clients Ask, 'Can I Afford to Retire?'

You can help clients answer one of their biggest questions: “Can I afford to retire?” Senior Market Sales® has a new tool that makes it easy for any type of retirement planning professional to help clients answer that question. Income ArchiTECH™ shows the impact of longevity risk on their retirement plans. With just a few clicks, it can show the impact of market fluctuation and help you develop strategies and solutions to manage it.