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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.
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.
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.
Advisors and brokers making investment recommendations will soon face new federal disclosure and compliance requirements to act in their clients’ best interest, but insurance-only agents might also face new standards soon, too.
Official press release: Roger Ibbotson, an influential economist known for his groundbreaking work on the historical returns of the stock market, will speak on Tuesday, June 4, to insurance and financial planning professionals from across the country at the Senior Market Sales® 2019 Sales Forum in Omaha, Nebraska.
Multi-year guaranteed annuities (MYGAs) can be popular when consumers seek ways to protect their savings but still grow their investments. Senior Market Sales® (SMS) has a MYGA team to provide you with the MYGA products, knowledge and support that will position you to help your clients and grow your business.
Driven by service and technology, Senior Market Sales® experienced record-breaking success in 2018, with significant increases in virtually all lines of business.
Tired of long and complicated forms when writing your annuity, life insurance or long-term care business? Want to easily capture client signatures? Want your business to run more smoothly and so you get paid sooner? There's a solution — use e-App for your applications. Bill does, and his business is better. Watch this new video and see just how much happier e-App makes his life.
The Centers for Medicare & Medicaid Services (CMS) has announced an extension for Medicare beneficiaries in California and Minnesota.
Craig Taylor, Assistant Vice President, Associate Director, 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.