Agent Update Memo - January 2021

Below you will find new training and information both from

Senior Marketing Specialists and the industry as a whole.

Senior Marketing Specialists Updates

  • The National Senior Sales Summit is going 100% Virtual for 2021
    • Save the dates: May 12thand 13th, 2021 – more details to come! 
  • Our very own Will Pierce will be switching up roles from the Support Team to the Accounts Team, starting January 1st. Check out our Meet the Team page to put a face to the name.
  • Check out our editable Winter Newsletter. Order or download your copy today!
  • Need Supplies? We can help.
  • Looking for turn-key Medicare resources? Check out our inventory of Printable Office Tools.
  • Take a look at our recently updated Seminars & Events
  • Protect your businesses’ future by getting started on a Succession Plan for 2021.
  • In a pinch? Need a carrier link or phone number? Use our How to Do Business Guides – with key information for each carrier.
  • Have a colleague that could benefit from our services? Refer an Agent, and you’ll receive a finder’s fee upon the submission of their first direct contract!

Virtual Training to Kick Off 2021

Election Reminders  

  • Don’t forget about the Open Enrollment Period running from January 1, 2021, to March 31st.
  • Service Area Reduction Reminder (Page 37)
    • The Service Area Reduction SEP can be used from December 8, 2020 – February 28, 2021.


Market Updates

  • Keep up to date on Medicare’s COVID-19 Vaccine.
  • Carriers offer extra incentives during the 1st Check out our Contests page to plan out the start of your year! 
  • Carriers that discontinued their Med Supps late in 2020, not accepting new business in 2021:

I know you hear this a lot, but I want you to know that I am so thankful for your expertise and first-class service. Knowing that you have my back is a great feeling, especially in a very competitive business such as ours. My son will take over our business in a few years, and I am convinced that he will be even more successful than I have been, because he has SMS to help him navigate the many changes and challenges that come with the senior market. Thank you, SMS, for being a part of our lives.

~ Paul K.


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