Agent Technology Login About Health & Wealth Get Contracted Technology Leads & Marketing Training & Compliance News & Updates Product: - Product - Annuity Dental Final Expense Life LTC Major Medical MAPD Med Supp Travel Media: - Media - Blog Video Guide Topic: - Topic - News & Trends Products and Carriers Sales & Marketing Tools & Resources Practice Management Health Wealth Sort Showing results for: No-Cost Technology Resources Help Maximize AEP Enrollments When it comes to Medicare’s Annual Election Period (AEP), success is measured in enrollment numbers. Senior Market Sales® (SMS) enables agents to lead the enrollment pack by providing complimentary tools designed to save time, eliminate errors and maximize enrollment potential. This article highlights just some of the features available through SMS’ Lead Advantage Pro® and Medicare Insurance Direct® (MID) platforms. CMS Clarifies Marketing Reporting Requirement for MA and MA-PD Agents The Centers for Medicare & Medicaid Service (CMS) recently released new reporting requirements for third-party marketing in reference to Medicare Advantage (MA) and Medicare Advantage plus Part D (MA-PD) advertising. These new reporting requirements apply to carriers and organizations as well as agents who solicit these types of products. Compliance of these new reporting requirements are required as soon as possible. Senior Market Sales Acquires 4 Insurance Brokerages as Part of New Growth Strategy Senior Market Sales® (SMS) has acquired four insurance brokerages within a month as part of our new strategy to partner with companies for long-term growth. How Insurance Agents and Financial Professionals Protect Both Business and Reputation Sometimes, producers inadvertently omit a vital piece of information regarding recommended products. Other times, clients either aren’t paying attention, or they misunderstand a crucial fact about what the proposed solution will or won’t do. When communication breaks down, the results can be disastrous. Clients may sue for negligence. If that happens, it can be a costly venture for the producer in terms of financial loss and reputation. Fortunately, producers have a way to hedge against some of this risk. Webinar: Prepare for AEP With a Superior Online Presence Having an online presence is key to 2022 AEP success. In this webinar, you’ll receive information from an insurance marketing expert regarding effective ways to maximize your online presence and sales. Webinar: Unique Solutions for Unique Clients Discover an outside-the-box approach for differentiating your business. Senior Market Sales® (SMS) shows you how. United States Fire Insurance Company, a Crum & Forster Company, specializes in unique products for diverse client solutions. Will Virtual Practice Change How You Do Business This Annual Election Period (AEP)? Client behavior is shifting in regards to how they prefer to meet with Medicare agents. Fortunately, Senior Market Sales® (SMS) offers no-cost tools to keep you relevant in today’s world. Whether you meet clients face-to-face, over-the-phone or online, SMS has your solution. Meet With More Clients and Consistently Quote the Right Medicare Solutions Discover how Lead Advantage Pro® from Senior Market Sales® can help streamline your quoting and illustration process. By utilizing this tool, you can save time, meet with more clients and make more Medicare sales. 20 Places for Insurance Agents to Find New Business Agents who wish to keep their sales funnel operating at optimal efficiency need to stop prospecting on the fly, and adopt a system of focused intentionality. This article discusses a webinar resource designed to help agents capitalize on 20 places to find new business and drives sales. Prepare for the 2022 AEP Season With SMS The Annual Election Period (AEP) represents a busy time for agents who sell Medicare products. Proper preparation is key. Are you prepared? With many clients now preferring methods other than face-to-face interactions, you must be ready to meet through virtual meetings, social media and the like. Senior Market Sales® offers a few tips and resources to help with this process. 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. A Partner That Rewards You for Your Business Senior Market Sales® takes the time and makes the effort to ensure that its agent partners experience a symbiotic relationship. To put it simply, the more you do business with SMS, the more you will receive in terms of rewards. Here’s just a sampling of what SMS offers in that regard. 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. A Solid Platform is Key to Medicare Insurance Sales Success When it comes to the Medicare insurance industry, agents who have a strong platform are those most likely to see the greatest success. Coordinating and managing the various aspects of the job can be daunting, and the reason that some fail. Conversely, many who succeed are those who utilize the tools available to streamline their business for maximum productivity. This article looks at some of the valuable tools available to Medicare agents. Want Leads, Happy Clients, Referrals and Growth? Social Security Planning Has It All The baby boom retirement wave is here, and that means hundreds of thousands of potential clients asking, “When should I file for Social Security?” If you aren’t helping answer this question, you’re missing out on one of the biggest opportunities to grow your business. With the right support and technology, incorporating Social Security planning into your existing practice can be simple and can produce both immediate and long-term, sustained growth. « 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 » Connect With Us SMS Content by Product Annuity Content Life Content Long-Term Care Content Major Medical Content Medicare Advantage Content Medicare Supplement Content Travel Insurance Content All SMS Content SMS Content by Topic News & Trends Products and Carriers Sales & Marketing Tools & Resources Practice Management Health Wealth All SMS Content SMS is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. © 2000 — 2021 SENIOR MARKET SALES. All information provided on this website is for Agent Use Only and not intended for public distribution. Privacy Policy.