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LEAD ADVANTAGE PRO
Lead Advantage Pro is our exclusive, all-in-one sales management tool. Users can receive and manage leads, run quotes, submit online enrollments and even access multiple carrier portals all in one place.VOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice.OAK STREET HEALTH
Senior Market Sales ® & Oak Street Health Story. As an agent, when you sell a Medicare Advantage plan to a client, you want to be sure that the client has an incredible experience with their doctor. DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular rates 100+ STEP-BY-STEP SCRIPTS TO HELP YOU CLOSE MORE INSURANCE 5 Nathan Robinson – Qualify then Present OTP ^The reason for my call is that I [m helping folks between the ages of 50 and 80 cover 100 percent of the cost of their funeral and burial expenses with low-cost final expense insurance policies.DWANE MCFERRIN
As Senior Vice President, Medicare Solutions, Dwane McFerrin, CLU ®, CFP ®, RHU ®, CLTC, LLIF has helped position Senior Market Sales ® as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships and a team of marketing consultants who support sales in excessMARK CAVALIERI
Mark is a 30-year veteran of the insurance and financial services industry. He started his career as life agent and eventually over 14 years became a financial advisor obtaining his Series 6, 7, 26, 63 and 65 licenses as well as the Life Underwriter Training Council Fellow (LUTCF®) designation. HOW THE MEDICARE COVERAGE GAP DISCOUNT PROGRAM WORKS The Medicare Coverage Gap Discount Program provides manufacturer discounts on brand name drugs to Part D enrollees who have reached thecoverage gap.
MEDICARE COMMUNITY RESOURCE SUPPORT FAQ Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566.LEAD ADVANTAGE PRO
Lead Advantage Pro is our exclusive, all-in-one sales management tool. Users can receive and manage leads, run quotes, submit online enrollments and even access multiple carrier portals all in one place.VOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice.OAK STREET HEALTH
Senior Market Sales ® & Oak Street Health Story. As an agent, when you sell a Medicare Advantage plan to a client, you want to be sure that the client has an incredible experience with their doctor. DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular rates 100+ STEP-BY-STEP SCRIPTS TO HELP YOU CLOSE MORE INSURANCE 5 Nathan Robinson – Qualify then Present OTP ^The reason for my call is that I [m helping folks between the ages of 50 and 80 cover 100 percent of the cost of their funeral and burial expenses with low-cost final expense insurance policies.DWANE MCFERRIN
As Senior Vice President, Medicare Solutions, Dwane McFerrin, CLU ®, CFP ®, RHU ®, CLTC, LLIF has helped position Senior Market Sales ® as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships and a team of marketing consultants who support sales in excessMARK CAVALIERI
Mark is a 30-year veteran of the insurance and financial services industry. He started his career as life agent and eventually over 14 years became a financial advisor obtaining his Series 6, 7, 26, 63 and 65 licenses as well as the Life Underwriter Training Council Fellow (LUTCF®) designation. HOW THE MEDICARE COVERAGE GAP DISCOUNT PROGRAM WORKS The Medicare Coverage Gap Discount Program provides manufacturer discounts on brand name drugs to Part D enrollees who have reached thecoverage gap.
MEDICARE COMMUNITY RESOURCE SUPPORT FAQ Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
LEAD ADVANTAGE PRO
Lead Advantage Pro is our exclusive, all-in-one sales management tool. Users can receive and manage leads, run quotes, submit online enrollments and even access multiple carrier portals all in one place.INCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, risk MEDICARE TRAINING COURSE **Material last updated June 2017** Welcome to our exclusive training curriculum for agents who are new to Medicare. By following the course modules below, you will have a solid understanding of the different parts of Medicare and what they cover, so you can more confidently discuss your clients' health care needs in retirement and recommendthe right solution.
20 TIPS TO MAXIMIZE YOUR BOOK OF BUSINESS Studies have shown that acquiring new clients can actually cost five times more than satisfying and retaining your current ones. That's why Senior Market Sales has listed 20 ideas to help you not only increase client retention, but also cross-sell and up THE CAPITOL LIFE INSURANCE COMPANY The Capitol Life Insurance Company (CLIC) is wholly owned by Liberty Bankers Life Insurance Company. CLIC was established in 1906 as the first charter in the state of Colorado and was purchased by the Liberty Bankers Life group in 2007. SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Cigna Medicare- Telephone Option If by telephone call, and the member agrees to the SOA orally, it must be recorded. Documentation includes the date of appointment, the individual’s contact information, the verbal documentation of thePDF ENROLLMENT
This enrollment method is compatible with both face-to-face and remote selling strategies. Using this method, you can download a fillable PDFof the application.
ASSET CARE III QUALIFIED MONEY EDITABLE HEADING OneAmerica® is the marketing name for the companies of OneAmerica Asset-Care III example: Qualified money All numeric examples are hypothetical and were used for explanatory purposes only. 50 months LIFETIME $250,000 ELECTRONICALLY SIGNED SCOPE OF APPOINTMENT FORMS Get Electronically Signed Scope of Appointment Forms in 3 Minutes or Less. Since inception, the Scope of Appointment (SOA) requirement forMedicare Advantage
MARK CAVALIERI
Mark is a 30-year veteran of the insurance and financial services industry. He started his career as life agent and eventually over 14 years became a financial advisor obtaining his Series 6, 7, 26, 63 and 65 licenses as well as the Life Underwriter Training Council Fellow (LUTCF®) designation. BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566. GET INSTANT MEDICARE SUPPLEMENT QUOTES BY ZIP CODE. CALL 1 Senior Market Sales, Inc. has Medicare Supplement quotes from major carriers, including household discounts. For a mor detailed quote, call an expert at 1-800-786-5566. DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular rates 20 TIPS TO MAXIMIZE YOUR BOOK OF BUSINESS One of the most powerful ways to get the most out of your book of business is to harness the potential of your client base as a word-of-mouth marketing machine. 11. Clone your favorite clients – Create a written profile of your “A” clients. Take this profile to your best, most-networked clients and ask them to help you brainstormideas
VOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice. Medicare Supplement carriers offering voice signature include: Aetna. Cigna. GPM Health & Life. Humana (approved call centers only) Mutual ofOmaha.
DWANE MCFERRIN
Dwane McFerrin, CLU. , CFP. , RHU. , CLTC, LLIF. 1-800-786-5566 ext. 3653. Email Dwane. As Senior Vice President, Medicare Solutions, Dwane McFerrin, CLU ®, CFP ®, RHU ®, CLTC, LLIF has helped position Senior Market Sales ® as a market leader selling Medicare Advantageand Part D in
SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Scope of Appointment Cheat Sheet What is Scope of Appointment? (SOA) A completed Scope of Appointment is a CMS requirement for Medicare Advantage Plans and Prescription Drug HOW THE MEDICARE COVERAGE GAP DISCOUNT PROGRAM WORKS How the Medicare Coverage Gap Discount Program Works. The Medicare Coverage Gap Discount Program provides manufacturer discounts on brand name drugs to Part D enrollees who have reached the coverage gap and are not already receiving “Extra Help.”. A 50% discount on the negotiated price (excluding the dispensing fee and vaccine ELECTRONICALLY SIGNED SCOPE OF APPOINTMENT FORMS Get Electronically Signed Scope of Appointment Forms in 3 Minutes or Less. Since inception, the Scope of Appointment (SOA) requirement for Medicare Advantage and Part D plans has been a thorn in the agent’s side. Obtaining a signed document from a prospect granting the agent permission to discuss Medicare Advantage and/or Part D plans at MEDICARE COMMUNITY RESOURCE SUPPORT FAQ Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566. GET INSTANT MEDICARE SUPPLEMENT QUOTES BY ZIP CODE. CALL 1 Senior Market Sales, Inc. has Medicare Supplement quotes from major carriers, including household discounts. For a mor detailed quote, call an expert at 1-800-786-5566. DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular rates 20 TIPS TO MAXIMIZE YOUR BOOK OF BUSINESS One of the most powerful ways to get the most out of your book of business is to harness the potential of your client base as a word-of-mouth marketing machine. 11. Clone your favorite clients – Create a written profile of your “A” clients. Take this profile to your best, most-networked clients and ask them to help you brainstormideas
VOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice. Medicare Supplement carriers offering voice signature include: Aetna. Cigna. GPM Health & Life. Humana (approved call centers only) Mutual ofOmaha.
DWANE MCFERRIN
Dwane McFerrin, CLU. , CFP. , RHU. , CLTC, LLIF. 1-800-786-5566 ext. 3653. Email Dwane. As Senior Vice President, Medicare Solutions, Dwane McFerrin, CLU ®, CFP ®, RHU ®, CLTC, LLIF has helped position Senior Market Sales ® as a market leader selling Medicare Advantageand Part D in
SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Scope of Appointment Cheat Sheet What is Scope of Appointment? (SOA) A completed Scope of Appointment is a CMS requirement for Medicare Advantage Plans and Prescription Drug HOW THE MEDICARE COVERAGE GAP DISCOUNT PROGRAM WORKS How the Medicare Coverage Gap Discount Program Works. The Medicare Coverage Gap Discount Program provides manufacturer discounts on brand name drugs to Part D enrollees who have reached the coverage gap and are not already receiving “Extra Help.”. A 50% discount on the negotiated price (excluding the dispensing fee and vaccine ELECTRONICALLY SIGNED SCOPE OF APPOINTMENT FORMS Get Electronically Signed Scope of Appointment Forms in 3 Minutes or Less. Since inception, the Scope of Appointment (SOA) requirement for Medicare Advantage and Part D plans has been a thorn in the agent’s side. Obtaining a signed document from a prospect granting the agent permission to discuss Medicare Advantage and/or Part D plans at MEDICARE COMMUNITY RESOURCE SUPPORT FAQ Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
VIDEOS CREATED BY SENIOR INSURANCE EXPERTS Jun 1, 2020. 12-4-2 Principle. Apr 8, 2020. WIN with Great Rates and Protection from Market Loss. Feb 26, 2020. New To Medicare Tutorial Series. Feb 26, 2020. Teaching The Medicare Basics To Seniors. Jan 29,2020.
PDF ENROLLMENT
PDF Enrollment. This enrollment method is compatible with both face-to-face and remote selling strategies. Using this method, you can download a fillable PDF of the application. For face-to-face sales, the PDF can be completed and printed off for signatures. If doneINCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, risk ANNEXUS - SENIORMARKETSALES Annexus is the company behind the industry’s most innovative fixed indexed annuity products and a powerful distribution force responsible for more than $11 billion in annuity sales. Annexus technology has led to 15 patents issued, 18 pending and a suite of annuity products that help advisors stand out in a sea of look-alike products. TRENDSETTER LB QUICK FACTS Competitive Advantages • Non-Med Rate Bands:5 Non-med underwriting for face amounts up to $249,999. • Industry-Low Face Amounts: Minimums at only $25,000. • Five Initial Guaranteed Level Premium Options: 10, 15, 20, 25 and 30-year initial level premiums. • Transamerica Opportunity Programs (TOP & TOP Plus):6,7,8 No medical exam required on qualifying applications for up THE CAPITOL LIFE INSURANCE COMPANY The Capitol Life Insurance Company (CLIC) is wholly owned by Liberty Bankers Life Insurance Company. CLIC was established in 1906 as the first charter in the state of Colorado and was purchased by the Liberty Bankers Life group in 2007. MYSMS - SENIOR MARKET SALES 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, INC. 100+ STEP-BY-STEP SCRIPTS TO HELP YOU CLOSE MORE INSURANCE 5 Nathan Robinson – Qualify then Present OTP ^The reason for my call is that I [m helping folks between the ages of 50 and 80 cover 100 percent of the cost of their funeral and burial expenses with low-cost final expense insurance policies. ASSET CARE III QUALIFIED MONEY EDITABLE HEADING OneAmerica® is the marketing name for the companies of OneAmerica Asset-Care III example: Qualified money All numeric examples are hypothetical and were used for explanatory purposes only. 50 months LIFETIME $250,000CGFMP03364 122115
122115 Time limit: January 1 – December 31, 2016. Reward location: Berlin, Germany. Reward time: Spring 2017. Mission completion requirements: Combination of any qualifying products BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566.LEAD ADVANTAGE PRO
Senior Market Sales offers excellent support for independent agents including the use of Lead Advantage Pro and easy access to the SMS team when needed.”. Bryan in Iowa. It’s easy to call in and speak with people in the SMS office. Also, they have great Lead Advantage Pro tools, PDP and MA-PD quoting features. Tracy in California.VOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice. Medicare Supplement carriers offering voice signature include: Aetna. Cigna. GPM Health & Life. Humana (approved call centers only) Mutual ofOmaha.
DWANE MCFERRIN
Dwane McFerrin, CLU. , CFP. , RHU. , CLTC, LLIF. 1-800-786-5566 ext. 3653. Email Dwane. As Senior Vice President, Medicare Solutions, Dwane McFerrin, CLU ®, CFP ®, RHU ®, CLTC, LLIF has helped position Senior Market Sales ® as a market leader selling Medicare Advantageand Part D in
OAK STREET HEALTH
The SMS and Oak Street program is a special opportunity to partner with this unique health care provider in your area. As part of the program, you get: A referral partnership, in the clinic and in the community. Added value for your existing clients. Marketing collateral to advertise your services. Be part of a whole new model ofhealthcare.
DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular ratesINCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, risk 100+ STEP-BY-STEP SCRIPTS TO HELP YOU CLOSE MORE INSURANCE 5 Nathan Robinson – Qualify then Present OTP ^The reason for my call is that I [m helping folks between the ages of 50 and 80 cover 100 percent of the cost of their funeral and burial expenses with low-cost final expense insurance policies. HOW THE MEDICARE COVERAGE GAP DISCOUNT PROGRAM WORKS How the Medicare Coverage Gap Discount Program Works. The Medicare Coverage Gap Discount Program provides manufacturer discounts on brand name drugs to Part D enrollees who have reached the coverage gap and are not already receiving “Extra Help.”. A 50% discount on the negotiated price (excluding the dispensing fee and vaccine MEDICARE COMMUNITY RESOURCE SUPPORT FAQ Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566.LEAD ADVANTAGE PRO
Senior Market Sales offers excellent support for independent agents including the use of Lead Advantage Pro and easy access to the SMS team when needed.”. Bryan in Iowa. It’s easy to call in and speak with people in the SMS office. Also, they have great Lead Advantage Pro tools, PDP and MA-PD quoting features. Tracy in California.VOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice. Medicare Supplement carriers offering voice signature include: Aetna. Cigna. GPM Health & Life. Humana (approved call centers only) Mutual ofOmaha.
DWANE MCFERRIN
Dwane McFerrin, CLU. , CFP. , RHU. , CLTC, LLIF. 1-800-786-5566 ext. 3653. Email Dwane. As Senior Vice President, Medicare Solutions, Dwane McFerrin, CLU ®, CFP ®, RHU ®, CLTC, LLIF has helped position Senior Market Sales ® as a market leader selling Medicare Advantageand Part D in
OAK STREET HEALTH
The SMS and Oak Street program is a special opportunity to partner with this unique health care provider in your area. As part of the program, you get: A referral partnership, in the clinic and in the community. Added value for your existing clients. Marketing collateral to advertise your services. Be part of a whole new model ofhealthcare.
DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular ratesINCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, risk 100+ STEP-BY-STEP SCRIPTS TO HELP YOU CLOSE MORE INSURANCE 5 Nathan Robinson – Qualify then Present OTP ^The reason for my call is that I [m helping folks between the ages of 50 and 80 cover 100 percent of the cost of their funeral and burial expenses with low-cost final expense insurance policies. HOW THE MEDICARE COVERAGE GAP DISCOUNT PROGRAM WORKS How the Medicare Coverage Gap Discount Program Works. The Medicare Coverage Gap Discount Program provides manufacturer discounts on brand name drugs to Part D enrollees who have reached the coverage gap and are not already receiving “Extra Help.”. A 50% discount on the negotiated price (excluding the dispensing fee and vaccine MEDICARE COMMUNITY RESOURCE SUPPORT FAQ Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
VIDEOS CREATED BY SENIOR INSURANCE EXPERTS Jun 1, 2020. 12-4-2 Principle. Apr 8, 2020. WIN with Great Rates and Protection from Market Loss. Feb 26, 2020. New To Medicare Tutorial Series. Feb 26, 2020. Teaching The Medicare Basics To Seniors. Jan 29,2020.
PDF ENROLLMENT
PDF Enrollment. This enrollment method is compatible with both face-to-face and remote selling strategies. Using this method, you can download a fillable PDF of the application. For face-to-face sales, the PDF can be completed and printed off for signatures. If doneINCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, riskMARK CAVALIERI
Mark Cavalieri, LUTCF. , CWC. 1-800-786-5566 ext. 3605. Email Mark. Mark is a 30-year veteran of the insurance and financial services industry. He started his career as life agent and eventually over 14 years became a financial advisor obtaining his Series 6, 7, 26, 63 and 65 licenses as well as the Life Underwriter Training Council Fellow 20 TIPS TO MAXIMIZE YOUR BOOK OF BUSINESS One of the most powerful ways to get the most out of your book of business is to harness the potential of your client base as a word-of-mouth marketing machine. 11. Clone your favorite clients – Create a written profile of your “A” clients. Take this profile to your best, most-networked clients and ask them to help you brainstormideas
SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Scope of Appointment Cheat Sheet What is Scope of Appointment? (SOA) A completed Scope of Appointment is a CMS requirement for Medicare Advantage Plans and Prescription Drug MEDICARE TRAINING COURSE Medicare Training Course. Welcome to our exclusive training curriculum for agents who are new to Medicare. By following the course modules below, you will have a solid understanding of the different parts of Medicare and what they cover, so you can more confidently discuss your clients' health care needs in retirement and recommend the right ELECTRONICALLY SIGNED SCOPE OF APPOINTMENT FORMS Get Electronically Signed Scope of Appointment Forms in 3 Minutes or Less. Since inception, the Scope of Appointment (SOA) requirement for Medicare Advantage and Part D plans has been a thorn in the agent’s side. Obtaining a signed document from a prospect granting the agent permission to discuss Medicare Advantage and/or Part D plans at ASSET CARE III QUALIFIED MONEY EDITABLE HEADING OneAmerica® is the marketing name for the companies of OneAmerica Asset-Care III example: Qualified money All numeric examples are hypothetical and were used for explanatory purposes only. 50 months LIFETIME $250,000CGFMP03364 122115
122115 Time limit: January 1 – December 31, 2016. Reward location: Berlin, Germany. Reward time: Spring 2017. Mission completion requirements: Combination of any qualifying products BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566.LEAD ADVANTAGE PRO
Senior Market Sales offers excellent support for independent agents including the use of Lead Advantage Pro and easy access to the SMS team when needed.”. Bryan in Iowa. It’s easy to call in and speak with people in the SMS office. Also, they have great Lead Advantage Pro tools, PDP and MA-PD quoting features. Tracy in California.VOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice. Medicare Supplement carriers offering voice signature include: Aetna. Cigna. GPM Health & Life. Humana (approved call centers only) Mutual ofOmaha.
MYSMS - SENIOR MARKET SALES 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, INC.OAK STREET HEALTH
The SMS and Oak Street program is a special opportunity to partner with this unique health care provider in your area. As part of the program, you get: A referral partnership, in the clinic and in the community. Added value for your existing clients. Marketing collateral to advertise your services. Be part of a whole new model ofhealthcare.
INCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, risk SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Scope of Appointment Cheat Sheet What is Scope of Appointment? (SOA) A completed Scope of Appointment is a CMS requirement for Medicare Advantage Plans and Prescription Drug DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular rates ASSET CARE III QUALIFIED MONEY EDITABLE HEADING OneAmerica® is the marketing name for the companies of OneAmerica Asset-Care III example: Qualified money All numeric examples are hypothetical and were used for explanatory purposes only. 50 months LIFETIME $250,000 MEDICARE COMMUNITY RESOURCE SUPPORT FAQ Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566.LEAD ADVANTAGE PRO
Senior Market Sales offers excellent support for independent agents including the use of Lead Advantage Pro and easy access to the SMS team when needed.”. Bryan in Iowa. It’s easy to call in and speak with people in the SMS office. Also, they have great Lead Advantage Pro tools, PDP and MA-PD quoting features. Tracy in California.VOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice. Medicare Supplement carriers offering voice signature include: Aetna. Cigna. GPM Health & Life. Humana (approved call centers only) Mutual ofOmaha.
MYSMS - SENIOR MARKET SALES 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, INC.OAK STREET HEALTH
The SMS and Oak Street program is a special opportunity to partner with this unique health care provider in your area. As part of the program, you get: A referral partnership, in the clinic and in the community. Added value for your existing clients. Marketing collateral to advertise your services. Be part of a whole new model ofhealthcare.
INCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, risk SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Scope of Appointment Cheat Sheet What is Scope of Appointment? (SOA) A completed Scope of Appointment is a CMS requirement for Medicare Advantage Plans and Prescription Drug DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular rates ASSET CARE III QUALIFIED MONEY EDITABLE HEADING OneAmerica® is the marketing name for the companies of OneAmerica Asset-Care III example: Qualified money All numeric examples are hypothetical and were used for explanatory purposes only. 50 months LIFETIME $250,000 MEDICARE COMMUNITY RESOURCE SUPPORT FAQ Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
VIDEOS CREATED BY SENIOR INSURANCE EXPERTS Jun 1, 2020. 12-4-2 Principle. Apr 8, 2020. WIN with Great Rates and Protection from Market Loss. Feb 26, 2020. New To Medicare Tutorial Series. Feb 26, 2020. Teaching The Medicare Basics To Seniors. Jan 29,2020.
SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Cigna Medicare- Telephone Option If by telephone call, and the member agrees to the SOA orally, it must be recorded. Documentation includes the date of appointment, the individual’s contact information, the verbal documentation of theINTERNET LEADS
Special Offer, get $200 in Aged Leads with a new account setup! Maximize your sales with high-quality leads that convert. Each lead is 100% internally generated and sent in real-time. We offer a variety of filters on each lead so you can target your most qualified prospect. Get started for FREE and receive 50% credit on your initial funding.LEADS & MARKETING
Leads & Marketing. SMS offers both exclusive and industry-standard lead programs to keep you in front of new prospects. Our turnkey marketing programs give you the resources, processes and messaging you need to grow your business.PDF ENROLLMENT
PDF Enrollment. This enrollment method is compatible with both face-to-face and remote selling strategies. Using this method, you can download a fillable PDF of the application. For face-to-face sales, the PDF can be completed and printed off for signatures. If done TRENDSETTER LB QUICK FACTS Competitive Advantages • Non-Med Rate Bands:5 Non-med underwriting for face amounts up to $249,999. • Industry-Low Face Amounts: Minimums at only $25,000. • Five Initial Guaranteed Level Premium Options: 10, 15, 20, 25 and 30-year initial level premiums. • Transamerica Opportunity Programs (TOP & TOP Plus):6,7,8 No medical exam required on qualifying applications for up 2022 INDIVIDUAL MEDICARE BROKER CERTIFICATION UPDATES Aetna Confidential - 5 - Proprietary. may not be copied or reprinted without prior written approval. Important 2022 Notables. 2022 . AHIP. training goes live on Monday 6/21/2021. THE CAPITOL LIFE INSURANCE COMPANY The Capitol Life Insurance Company (CLIC) is wholly owned by Liberty Bankers Life Insurance Company. CLIC was established in 1906 as the first charter in the state of Colorado and was purchased by the Liberty Bankers Life group in 2007. ELECTRONICALLY SIGNED SCOPE OF APPOINTMENT FORMS Get Electronically Signed Scope of Appointment Forms in 3 Minutes or Less. Since inception, the Scope of Appointment (SOA) requirement for Medicare Advantage and Part D plans has been a thorn in the agent’s side. Obtaining a signed document from a prospect granting the agent permission to discuss Medicare Advantage and/or Part D plans at ASSET CARE III QUALIFIED MONEY EDITABLE HEADING OneAmerica® is the marketing name for the companies of OneAmerica Asset-Care III example: Qualified money All numeric examples are hypothetical and were used for explanatory purposes only. 50 months LIFETIME $250,000 BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566.LEAD ADVANTAGE PRO
Senior Market Sales offers excellent support for independent agents including the use of Lead Advantage Pro and easy access to the SMS team when needed.”. Bryan in Iowa. It’s easy to call in and speak with people in the SMS office. Also, they have great Lead Advantage Pro tools, PDP and MA-PD quoting features. Tracy in California.VOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice. Medicare Supplement carriers offering voice signature include: Aetna. Cigna. GPM Health & Life. Humana (approved call centers only) Mutual ofOmaha.
MYSMS - SENIOR MARKET SALES 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, INC.OAK STREET HEALTH
The SMS and Oak Street program is a special opportunity to partner with this unique health care provider in your area. As part of the program, you get: A referral partnership, in the clinic and in the community. Added value for your existing clients. Marketing collateral to advertise your services. Be part of a whole new model ofhealthcare.
INCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, risk SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Scope of Appointment Cheat Sheet What is Scope of Appointment? (SOA) A completed Scope of Appointment is a CMS requirement for Medicare Advantage Plans and Prescription Drug DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular rates ASSET CARE III QUALIFIED MONEY EDITABLE HEADING OneAmerica® is the marketing name for the companies of OneAmerica Asset-Care III example: Qualified money All numeric examples are hypothetical and were used for explanatory purposes only. 50 months LIFETIME $250,000 MEDICARE COMMUNITY RESOURCE SUPPORT FAQMEDICARE OUTREACH AND EDUCATIONMEDICARE OUTREACH PROGRAMMEDICARE OUTREACH PROGRAM Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566.LEAD ADVANTAGE PRO
Senior Market Sales offers excellent support for independent agents including the use of Lead Advantage Pro and easy access to the SMS team when needed.”. Bryan in Iowa. It’s easy to call in and speak with people in the SMS office. Also, they have great Lead Advantage Pro tools, PDP and MA-PD quoting features. Tracy in California.VOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice. Medicare Supplement carriers offering voice signature include: Aetna. Cigna. GPM Health & Life. Humana (approved call centers only) Mutual ofOmaha.
MYSMS - SENIOR MARKET SALES 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, INC.OAK STREET HEALTH
The SMS and Oak Street program is a special opportunity to partner with this unique health care provider in your area. As part of the program, you get: A referral partnership, in the clinic and in the community. Added value for your existing clients. Marketing collateral to advertise your services. Be part of a whole new model ofhealthcare.
INCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, risk SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Scope of Appointment Cheat Sheet What is Scope of Appointment? (SOA) A completed Scope of Appointment is a CMS requirement for Medicare Advantage Plans and Prescription Drug DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular rates ASSET CARE III QUALIFIED MONEY EDITABLE HEADING OneAmerica® is the marketing name for the companies of OneAmerica Asset-Care III example: Qualified money All numeric examples are hypothetical and were used for explanatory purposes only. 50 months LIFETIME $250,000 MEDICARE COMMUNITY RESOURCE SUPPORT FAQMEDICARE OUTREACH AND EDUCATIONMEDICARE OUTREACH PROGRAMMEDICARE OUTREACH PROGRAM Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
VIDEOS CREATED BY SENIOR INSURANCE EXPERTS Jun 1, 2020. 12-4-2 Principle. Apr 8, 2020. WIN with Great Rates and Protection from Market Loss. Feb 26, 2020. New To Medicare Tutorial Series. Feb 26, 2020. Teaching The Medicare Basics To Seniors. Jan 29,2020.
SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Cigna Medicare- Telephone Option If by telephone call, and the member agrees to the SOA orally, it must be recorded. Documentation includes the date of appointment, the individual’s contact information, the verbal documentation of theINTERNET LEADS
Special Offer, get $200 in Aged Leads with a new account setup! Maximize your sales with high-quality leads that convert. Each lead is 100% internally generated and sent in real-time. We offer a variety of filters on each lead so you can target your most qualified prospect. Get started for FREE and receive 50% credit on your initial funding.LEADS & MARKETING
Leads & Marketing. SMS offers both exclusive and industry-standard lead programs to keep you in front of new prospects. Our turnkey marketing programs give you the resources, processes and messaging you need to grow your business.PDF ENROLLMENT
PDF Enrollment. This enrollment method is compatible with both face-to-face and remote selling strategies. Using this method, you can download a fillable PDF of the application. For face-to-face sales, the PDF can be completed and printed off for signatures. If done TRENDSETTER LB QUICK FACTS Competitive Advantages • Non-Med Rate Bands:5 Non-med underwriting for face amounts up to $249,999. • Industry-Low Face Amounts: Minimums at only $25,000. • Five Initial Guaranteed Level Premium Options: 10, 15, 20, 25 and 30-year initial level premiums. • Transamerica Opportunity Programs (TOP & TOP Plus):6,7,8 No medical exam required on qualifying applications for up 2022 INDIVIDUAL MEDICARE BROKER CERTIFICATION UPDATES Aetna Confidential - 5 - Proprietary. may not be copied or reprinted without prior written approval. Important 2022 Notables. 2022 . AHIP. training goes live on Monday 6/21/2021. THE CAPITOL LIFE INSURANCE COMPANY The Capitol Life Insurance Company (CLIC) is wholly owned by Liberty Bankers Life Insurance Company. CLIC was established in 1906 as the first charter in the state of Colorado and was purchased by the Liberty Bankers Life group in 2007. ELECTRONICALLY SIGNED SCOPE OF APPOINTMENT FORMS Get Electronically Signed Scope of Appointment Forms in 3 Minutes or Less. Since inception, the Scope of Appointment (SOA) requirement for Medicare Advantage and Part D plans has been a thorn in the agent’s side. Obtaining a signed document from a prospect granting the agent permission to discuss Medicare Advantage and/or Part D plans at ASSET CARE III QUALIFIED MONEY EDITABLE HEADING OneAmerica® is the marketing name for the companies of OneAmerica Asset-Care III example: Qualified money All numeric examples are hypothetical and were used for explanatory purposes only. 50 months LIFETIME $250,000 BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566.LEAD ADVANTAGE PRO
Lead Advantage Pro is our exclusive, all-in-one sales management tool. Users can receive and manage leads, run quotes, submit online enrollments and even access multiple carrier portals all in one place. MYSMS - SENIOR MARKET SALES 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, INC.OAK STREET HEALTH
Senior Market Sales ® & Oak Street Health Story. As an agent, when you sell a Medicare Advantage plan to a client, you want to be sure that the client has an incredible experience with their doctor. DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular ratesINCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, riskVOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice. SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Scope of Appointment Cheat Sheet What is Scope of Appointment? (SOA) A completed Scope of Appointment is a CMS requirement for Medicare Advantage Plans and Prescription DrugDWANE MCFERRIN
As Senior Vice President, Medicare Solutions, Dwane McFerrin, CLU ®, CFP ®, RHU ®, CLTC, LLIF has helped position Senior Market Sales ® as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships and a team of marketing consultants who support sales in excess MEDICARE COMMUNITY RESOURCE SUPPORT FAQMEDICARE OUTREACH AND EDUCATIONMEDICARE OUTREACH PROGRAMMEDICARE OUTREACH PROGRAM Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
BUILDING SOLUTIONS FOR TOMORROW'S AGENT Senior Market Sales® is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Speak to a marketer at 1-800-786-5566.LEAD ADVANTAGE PRO
Lead Advantage Pro is our exclusive, all-in-one sales management tool. Users can receive and manage leads, run quotes, submit online enrollments and even access multiple carrier portals all in one place. MYSMS - SENIOR MARKET SALES 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, INC.OAK STREET HEALTH
Senior Market Sales ® & Oak Street Health Story. As an agent, when you sell a Medicare Advantage plan to a client, you want to be sure that the client has an incredible experience with their doctor. DENTAL 2500 UNDERWRITTEN BY GR 7442 BY GPM SK 3-20 Dental network plan options The Ameritas Dental Network is one of the nation’s largest. Network providers have agreed to charge 25-50% less than their regular ratesINCOME ARCHITECH
Income Architech can help you design better retirements for your clients. You're about to discover a simple yet comprehensive way to design plans in a client's best interest and add value to every consultation. This all-in-one planning tool seamlessly combines all the elements of your client's financial picture, retirement income, cash-flow, harvesting patterns, social security, taxes, riskVOICE SIGNATURE
Voice signature submission allows your clients who don't have email access — or who are more comfortable working on the phone — to sign their applications over the phone with their voice. SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Scope of Appointment Cheat Sheet What is Scope of Appointment? (SOA) A completed Scope of Appointment is a CMS requirement for Medicare Advantage Plans and Prescription DrugDWANE MCFERRIN
As Senior Vice President, Medicare Solutions, Dwane McFerrin, CLU ®, CFP ®, RHU ®, CLTC, LLIF has helped position Senior Market Sales ® as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships and a team of marketing consultants who support sales in excess MEDICARE COMMUNITY RESOURCE SUPPORT FAQMEDICARE OUTREACH AND EDUCATIONMEDICARE OUTREACH PROGRAMMEDICARE OUTREACH PROGRAM Medicare Community Resource Support FAQ INTERNAL USE ONLY – NOT FOR USE WITH MEMBERS D R A F T Is there a limit on the number of calls or conditions a member can use the MCRS benefit for? No. The MCRS benefit does not limit the number of interactions or conditions for which amember can use
SCOPE OF APPOINTMENT CHEAT SHEET 02.19.2021 Cigna Medicare- Telephone Option If by telephone call, and the member agrees to the SOA orally, it must be recorded. Documentation includes the date of appointment, the individual’s contact information, the verbal documentation of theLEADS & MARKETING
Leads & Marketing. SMS offers both exclusive and industry-standard lead programs to keep you in front of new prospects. Our turnkey marketing programs give you the resources, processes and messaging you need to grow your business.INTERNET LEADS
Maximize your sales with high-quality leads that convert. Each lead is 100% internally generated and sent in real-time. We offer a variety of filters on each lead so you can target your most qualified prospect. VIDEOS CREATED BY SENIOR INSURANCE EXPERTS Browse our extensive library of training and sales videos created by Senior Insurance experts. Topics range from Medicare, Annuities, Health and Life insurance products. Learn how to market and grow yourbusiness.
2022 INDIVIDUAL MEDICARE BROKER CERTIFICATION UPDATES Aetna Confidential - 5 - Proprietary. may not be copied or reprinted without prior written approval. Important 2022 Notables. 2022 . AHIP. training goes live on Monday 6/21/2021. TRENDSETTER LB QUICK FACTS Competitive Advantages • Non-Med Rate Bands:5 Non-med underwriting for face amounts up to $249,999. • Industry-Low Face Amounts: Minimums at only $25,000. • Five Initial Guaranteed Level Premium Options: 10, 15, 20, 25 and 30-year initial level premiums. • Transamerica Opportunity Programs (TOP & TOP Plus):6,7,8 No medical exam required on qualifying applications for up THE CAPITOL LIFE INSURANCE COMPANY The Capitol Life Insurance Company (CLIC) is wholly owned by Liberty Bankers Life Insurance Company. CLIC was established in 1906 as the first charter in the state of Colorado and was purchased by the Liberty Bankers Life group in 2007. ELECTRONICALLY SIGNED SCOPE OF APPOINTMENT FORMS Get Electronically Signed Scope of Appointment Forms in 3 Minutes or Less. Since inception, the Scope of Appointment (SOA) requirement forMedicare Advantage
ASSET CARE III QUALIFIED MONEY EDITABLE HEADING OneAmerica® is the marketing name for the companies of OneAmerica Asset-Care III example: Qualified money All numeric examples are hypothetical and were used for explanatory purposes only. 50 months LIFETIME $250,000 YOUR HEARING HEALTH CARE PROGRAM 2017 Amplifon Hearing Health Care, Corp. 2939MISC/MOO We offer Risk-free 60-day trial - 100% money-back guarantee. Hearing aid low price guarantee - if you find the same product at a lower price, bringus the local quote
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BUILDING SOLUTIONS FOR TOMORROW’S AGENT SMS is dedicated to helping agents leverage time, make more money and put their business in a position of distinction. Get Started Why SMS BUILDING SOLUTIONS FOR TOMORROW’S AGENT SMS is dedicated to helping agents and advisors leverage time, make more money and put their business in a position of distinction. Get Started Why SMS WHAT’S NEW AT SENIOR MARKET SALES 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 inthat regard.
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 SECURITYPLANNING 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. COMPLYING WITH THE DOL'S FIDUCIARY ADVICE OBLIGATIONS: WHAT YOU NEEDTO KNOW
If you’re a financial professional who provides advice to retirement investors, it’s important that you understand the rule regarding a new fiduciary investment advice exemption so that you can ensure you’re in compliance. The U.S. Department of Labor (DOL) on Feb. 12, 2021, surprised many by announcing that it would allow the regulation to go into effect on Feb. 16, 2021, but a non-enforcement policy allows time to prepare. TRAINING AND EVENTS CALENDAR VIEW UPCOMING EVENTS. STAY UP TO DATE WITH OUR ENEWSLETTER, FEATURING PRODUCT NEWS, PROMOTIONS, INDUSTRY NEWS AND TRENDS AND MORE! Enter your email address: Subscribe READ OUR ENEWSLETTER ARCHIVES SMS IS THE PARTNER FOR… * Independent Agents * Financial Advisors & Reps* MGAs
* Career Agents
THE INDUSTRY’S MOST COMPLETE IMO EXPERIENCE Offering a comprehensive senior product portfolio, the industry’s best technology tools, outstanding service and proprietary marketing programs, we support every facet of an agent’s business.Why SMS?
65,000+ AGENTS UNDER CONTRACT TOP CONTRACTS WITH NATIONAL, A-RATED CARRIERS THE INDUSTRY’S BEST TECHNOLOGY AND TOOLS A TEAM APPROACH TO BUILDING YOUR PRACTICE We offer real solutions that help you reach more prospects, get more referrals and, ultimately, grow your practice. Our consultative approach to helping our advisors means we let the problem dictate thesolution.
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PATENT-PENDING RETIREMENT PLANNING TOOLS AND PROCESSES MULTIPLE LIVE AND ELECTRONIC TRAINING OPPORTUNITIES ESTABLISHED AND SUCCESSFUL MARKETING PROGRAMS THE BUSINESS PARTNER YOU CAN TRUST TO SUPPORT YOUR EFFORTS Many MGAs have found SMS to be the business partner to help them succeed. We offer full back-office support, including contracting, certification, supplies and new business status. Our credibility with carriers means you can turn to us to help resolve problems with clients and/or commissions. We do not recruit your agents nor use your client records for anything other than to support your efforts. ATTRACTIVE COMMISSIONS INCENTIVE TRIPS OPEN TO MGAS YOUR OWN ONLINE CONTRACTING PORTAL PROPRIETARY ENROLLMENT METHODS THE SUPPORT YOU NEED TO GROW YOUR BUSINESS SMS subsidiary Futurity First has the flexibility to meet the needs of advisors at every stage of their careers. With an unparalleled choice of product and investment solutions, Futurity advisors are able to provide independent planning strategies and recommendations to theirclients.
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20 BRANCH OFFICES THROUGHOUT THE U.S. PROPRIETARY MARKETING AND LEAD PROGRAMS UNPARALLELED ADVISOR SUPPORT LUCRATIVE COMPENSATION PLANProducts
CONNECTING HEALTH AND WEALTH Health care and health insurance are no longer seen as separate from financial planning. More than any other company, Senior Market Sales is helping agents and advisors service their clients’ health and wealth needs in retirement.LEARN MORE
Technology
SAVE TIME, SIMPLIFY YOUR PRACTICE Our software and tools are designed to help you manage and simplify your practice, save time, eliminate mistakes and make your business stand out among the crowd.LEARN MORE
Leads and Marketing
GROW YOUR PRACTICE
SMS offers both exclusive and industry-standard lead programs to keep you in front of new prospects. Our turnkey marketing programs give you the resources, processes and messaging you need to grow your business. LEAD PROGRAMS MARKETING PROGRAMS WHAT’S YOUR BRIDGE TO THE FUTURE? EXPLORE WHAT BECOMING OR ADDING AN INVESTMENT ADVISOR REPRESENTATIVECAN DO FOR YOU
WHAT PEOPLE ARE SAYING ABOUT SMS “I BELIEVE WHAT DIFFERENTIATES SMS MOST IS THE FAMILY-TYPE ATMOSPHERE. EVERYBODY THAT I’VE MET AT SMS IS FRIENDLY AND ALWAYS GOING ABOVE AND BEYOND.”Dan in Michigan
“THEY ACTUALLY CHANGED THE WAY I DO BUSINESS — CHANGED MY LIFE, FOR THE BETTER. THEY HELP ME WITH CARRIER CHOICES. THEY’VE PRETTY MUCH BECOME MY BACK OFFICE, REALLY LETTING ME FOCUS ON SALES, AND I KNOW THEY HAVE MY BACK IN SITUATIONS WHERE I HAVE THINGS I CAN’TANSWER.”
Derick in New Jersey READ MORE TESTIMONIALS… SMS IS DEDICATED TO HELPING AGENTS LEVERAGE TIME, MAKE MORE MONEY AND PUT THEIR BUSINESS IN A POSITION OF DISTINCTION.__ __
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