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CMS Issues Final 2024 Rule: What You Need to Know
The Centers for Medicare & Medicaid Services (CMS) recently issued the final 2024 rule for Medicare Advantage and Part D Prescription Drug Plans on April 5, 2023. The final rule outlines several provisions that will impact Medicare beneficiaries and agents. In this blog post, we'll take a closer look at what's changing and how it might affect you.
Grow Omaha Radio Show Features John Haver, Senior VP of Senior Market Sales
John Haver, Senior VP of Senior Market Sales, and the hosts of Grow Omaha Radio Show, talk about the company's history, culture, and future.
What's the Secret to Finding the Best IMO? These Successful Agents Say Top-Tier Service You Can Trust
Independent insurance and financial planning professionals often don’t know what they’re missing in an insurance marketing organization (IMO) or that they’re working with a subpar one until it’s too late. Hear what three successful advisors say makes Senior Market Sales an exceptional IMO.
Senior Market Sales Offers Advisors New Turnkey System to Provide Tax-Saving Strategies in Retirement
Senior Market Sales® (SMS) today unveiled the CirrusView process, a turnkey, repeatable system to help insurance and retirement planning professionals acquire and serve high-level clients with advanced tax-saving strategies.
Why All the Buzz About Roth Conversions Now? Understand the Opportunity for Clients and Your Business
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 Expands Offering to Include Financial Advisory Services with RIA Sequent Planning
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.
Understanding the Latest COVID-19 Relief Legislation
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.
COVID-19 Resources for Insurance and Financial Planning Professionals
Just as your clients rely on you for support during the crisis, you can rely on Senior Market Sales® (SMS) to carry you through. Here is a list of resources for additional information on COVID-19.
Want a Lead-to-Appointment Conversion of 60 to 70%? Here Are 4 Secrets to Virtual Workshop Success
Eight months into the pandemic, the majority of White Glove educational workshops were conducted virtually – and with many advisors reporting the same or greater success as in-person events. This industry leader and Senior Market Sales partner shares four secrets to virtual workshop success.
When You Can't Meet Face-to-Face With Clients: How Insurance and Financial Planning Professionals Can Survive in the Coronavirus Era
Senior Market Sales® (SMS) has the support to help you quickly pivot to taking all aspects of your practice online, so you can service clients and even reach new prospects.
Tragic COVID-19 Stories Out of Nursing Homes Could Increase Demand for Long-Term Care Planning, Especially At-Home Care
The heartbreaking stories and high death toll at nursing homes due to the coronavirus disease (COVID-19) may be changing the public’s perception in ways that could signal higher demand for long-term care planning and products, especially solutions for at-home care.
We may be at home for now. But we’re still here for you. In these uncertain times, your clients need the solutions and expertise you provide more than ever.
Webinar: How the CARES Act Impacts You and Clients
Watch this webinar learn about the key provisions and relief programs available in the Coronavirus Aid, Relief and Economic Security Act (CARES Act). The $2.3 trillion rescue bill brings much needed economic support to those who may be facing financial hardship now – and that could include you and your clients.
What Insurance Agents Need to Know About the CARES Act and Paycheck Protection Program
The Coronavirus Aid, Relief and Economic Security Act, or the CARES Act, includes a number of provisions that insurance agents need to know about so they can advise clients and also possibly receive aid as small business owners.
Senior Market Sales Service Update
Senior Market Sales® (SMS) wants to assure all of our producers and carrier partners that although we may be operating differently, we are committed to the same service standards to which you have been accustomed.