Senior Market Sales, Sales Forum

Sales Forum Summer Series

The popular, information-packed Sales Forum comes to you this summer in a series of virtual live webinars. Get important updates on products, tools and best practices to help you grow your practice in the health and wealth markets. Spread over three months—July, August and September—the Sales Forum Summer Series gives you exclusive industry insight into everything from tax-efficient retirement planning strategies to what’s new and now this upcoming Medicare Annual Election Period (AEP).

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tax-efficient retirement income

Tax-Efficient Retirement Income

Presenters: Russell Koester, Tom Duncan and Chris McDonald

As clients transition into retirement, they face key decisions regarding the income they’ll pull from retirement accounts and Social Security and where to take money from first. Nationwide's Tax-efficient Retirement Income (TERI) program provides guidance that can help extend a retirement portfolio, lower taxes and improve what’s passed on to heirs.

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Products and Trending in Medicare Market

Products and Trends in the Medicare Market

Presenters: Sean Pekarsky and Craig Taylor

In this webinar you will learn about the different trends to expect during AEP and about proprietary products including US Fire, Federal Life and Protector Plus Dental. You will also learn about a variety of opportunities to cross-sell during AEP. It is more than Medicare sales.

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Partial Roth Conversions

Partial Roth Conversion: The Road to Tax-Free Income

Presenter: Mitch Anderson

Tax brackets are at historical lows and the federal deficit continues to grow … where will taxes be in the future? Learn how to have the discussion with clients about tax efficiency and if it makes sense for them to consider Roth conversions. Roths grow tax-free, with no RMDs, and distributions are also tax-free. Hear about product solutions that allow partial Roth conversions.

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More people for AEP

How to Prepare and Get in Front of More People for AEP

Presenters: Craig Taylor, Sean Pekarsky, and Nancy Buller

With baby boomers entering Medicare eligibility, the demand for experts in this field has increased. Join Sean Pekarsky and Craig Taylor, to learn about AEP Central, retail opportunities and Client Stream. Also, gain an overview of Economic Innovation Group (EIG) and direct mail through United States Postal Service.

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Technology to Help You

Technology to Help You Succeed During AEP

Presenter: Sean Pekarsky

Join Sean Pekarsky to learn about the technology that will help you being successful during AEP. Learn the top features agents use in Lead Advantage Pro; the next evolution in sales management tools. Also gain an overview of 2022 Medicare Insurance Direct sites.

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Taxes Today, Taxes Tomorrow: How to Help Clients Use Tax Advantaged Solutions

Presenters: Andrew Herrera

This session will focus on the current tax environment today as it relates to personal income taxes and estate taxes. We will also discuss projected tax reform and where taxes may be headed in the future. Most importantly the session will cover how producers can help their clients utilize tax advantages strategies to protect and build wealth.

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How to Help Your Clients Have a Safe and Successful Retirement

How to Help Your Clients Have a Safe and Successful Retirement

Presenter: Steven Sommer

Join Steven Sommer, from Securian, to learn how to help clients accumulate tax-free income, prepay their retirement taxes and protect their assets against LTC expenses. Also, learn how Securian is uniquely qualified to support your needs with different strategies and products.

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Bringing Health and Wealth Together

Senior Market Sales® (SMS) is nationally recognized for its integrity, experience and the most comprehensive suite of solutions, products, technology, and service, and we’re intensely dedicated to your success.



Senior solutions, marketing, technology and back-office support to help our producers succeed in the retirement health market.



Financial solutions, sales concepts, planning tools, and best practices aimed at helping agents uncover planning opportunities.


Practice Management

Go beyond product to focus on prospecting, technology, cyber security, and strategies to help agents build a better practice.

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