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Urgent Agent Action Required: CMS Mandates New 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.

Two Tools for Post-Pandemic Medicare Sales Success

Even after the pandemic, agents will need a way to continue meeting with clients the way they prefer to meet. Fortunately, Senior Market Sales® (SMS) has technology solutions in place to ensure you can make Medicare sales in a variety of in-person and virtual environments. This article highlights two of these tools, Lead Advantage Pro® and Medicare Insurance Direct® (MID).