News and Updates
Showing results for: and tools
Social Security Webinars to Build Your Business
With these on-demand webinars, you can learn how to grow your business by helping clients with one of their biggest decisions in retirement – when to claim their Social Security benefit.
Your Next-Level Medicare Business Technology Tools Upgrade
Increase Medicare production with technology available through Senior Market Sales® (SMS). These tools are effective in face-to-face, online and over-the-phone appointment settings. They’re available at no cost and designed to help you save time, eliminate mistakes and simplify your Medicare practice.
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.
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.
FireLight’s e-App process, engineered with SMS agents in mind, is designed to simplify your work and save you valuable time. With this tool, you’ll avoid the hassles and cost of doing business with paper applications. It’s easy to use and gives you one place to submit all your annuity business, thus eliminating the need to navigate different carrier websites.
SMS Offers a Solution to Medicare.gov's Prescription Drug List Policy Changes
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.
Manufacture Time and Make More Sales this AEP Season
In this webinar, presented by Senior Market Sales® (SMS) Vice President of Med 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.
Prospects From Your Local Area
The Internet has global reach. But where do you sell? Your best prospects are local. So, put your web presence to work bringing them to you.
Be Like Bill: Use e-App for your Applications
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.
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.
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 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.
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.
Watch this quick video and discover how using e-App can make your business better.