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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.

A Month to Reflect: Are You Dropping the Ball With Long-Term Care Planning?

No matter what type of retirement planning professional you are, you’re in a position to help educate clients on the risks of failing to plan for long-term care. November is Long-Term Care Awareness Month, and we’ve gathered resources to help you. 

Your Pre-AEP Preparation Check List

The Medicare Annual Enrollment 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.

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.

Aetna/Coventry Medicare Advantage Certification Instructions

Starting July 11, you can complete the 2019 annual certification process for Aetna and Coventry Individual Medicare products (MA/MAPD, PDP).

Be Like Bill: Use e-App

Watch this quick video and discover how using e-App can make your business better.

Intro to Annuities - A Starting Point for Success

Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets. 

Interview With Agent Mike Thomas

Craig Taylor, associate director of Medicare Solutions, interviews agent Mike Thomas to provide additional insight on marketing D-SNP plans.

Interview With Agent Blake McCoy

Craig Taylor, associate director of Medicare Solutions, interviews agent Blake McCoy to provide additional insight on marketing D-SNP plans.

MA-HI Wrap Around Tool Demo

Cross-selling Hospital Indemnity insurance can help fill the gaps in your clients' Medicare Advantage plan coverage.

Rx Import

Breakthrough technology that automatically loads your clients' drug lists for them.

Trends From a Record-Breaking 2017 AEP

Another Annual Enrollment Period (AEP) is complete. This year's record-breaking activity revealed insights about the direction of senior health marketplace, with lessons that can help your business grow.

Case Study: Addressing Tough Rx Questions

Clients are sometimes faced with prescription drug questions and challenges that go beyond just considering a generic instead of a brand name. SMS has an in-house pharmacist that can help with challenging cases.