Monday, May 13, 2013

Meet the Line Up - 2013 SMS Sales Summit


“Welcome to the Next Level”
Dan McNerney
President and CEO, Senior Marketing Specialists and MMG, Inc
Dan joined the Barnes Agency in 1979 as an agent and then owner, has spent his entire career. In 1989, Dan was able to buy the company that he had gone to work for 10 year prior. In 2003 Dan and his team formed Senior Marketing Specialists and began recruiting and training agents across the entire country. Dan’s greatest enjoyment comes from seeing new associates come to our company and supporting, training, motivating, and helping them find greater success than they have ever experienced or expected.

“Raising the Bar”
Don Runge
a.k.a. The Lead Guru
Don has spent over 20 years working with companies designing and developing lead marketing systems. His experience has allowed him to work with direct mail, telemarketing, T.V., newspaper inserts, store stuffers, credit inserts and pre-approach lead marketing.   His dynamic and energetic approach to lead generation has made him a favorite and highly-requested speaker for our industry.  You will not be able to write fast enough once he starts speaking. 


“Healthcare Reform & Medicare”
Marianne Eterno
Assistant Vice President – Government Relations, Guarantee Trust Life Ins. Co
Marianne came to GTL in 1996, as a compliance and government relations consultant and formerly joined the company in 1997.  As assistant vice president of government relations, she represents GTL in both the state and federal arenas, drives coalition development for the company, and serves as the company’s media and public relations spokesperson.  She represents GTL at the American Council of Life Insurers, the Life Insurance Council, the National Alliance of Life Companies, and the Consumer Health Alliance.  She chairs the Senior Issues and Federal Affairs committees for the Council for Affordable Health Insurance and has served as its interim Executive Director since 2011. Marianne sits on numerous committees at America’s Health Insurance Plans (AHIP), as well as having chaired AHIP’s Medigap and Supplemental Products Committee and Student Insurance committee. 

“Stepping Into Life”
Eloise Glaspie, CLU, ChFCj
Life Sales Relationship Manager, Creative Marketing
Since joining Creative Marketing in 1997, Eloise has made a personal commitment to helping her agents succeed in the insurance industry.  Eloise breings more than 25 years of experience to each and every agent she assists.  Her responsibility as a Life Sales Relationship Manager is to assist agents in finding the right products to suit their clients’ needs and provide comprehensive support that helps streamline the sales process. She has been a major contributor in the growth process of the Life Department and our affiliated agents. 

“Medicare Trends”
Bryan Neery
President and Consulting Actuary at CSG Actuarial LLC
Bryan currently owns and operates Access Capital Group, LLC, a company providing financial services to life and health insurance agents across the United States. He has over 14 years of experience pricing and developing individual health and life products, primarily focused on senior health and supplemental worksite products.  His company has assisted hundreds of insurance agents across the country achieve their personal and business goals.   


“Time vs. Money"
Bobby Richardson
Vice President, MMG, Inc.
Bobby’s interest in the insurance industry came just 2 years after he graduated from college when he formed a relationship with an agent from Barnes Insurance Group after the agent wrote his mother a life policy.  That was in 1980, and Bobby has been with MMG, Inc ever since. Bobby manages a very large group of captive agents, works to open up new sales regions for the agency, assisting agents in the field and spending much time training agents new to the industry.

“Changing the Game With Legacy Safeguard”
Bryan Adams
Legacy Safeguard
Bryan is President & CEO of Premier Planning, LLC and Founder of the Legacy Safeguard program. He is considered one of the nations’ leading experts on final expense planning, and he frequently speaks throughout the country about the importance of assisting clients to gain peace of mind through advanced funeral funding. Bryan’s passion for helping families prepare for their final expenses came from being raised in the funeral business. Bryan has worked tirelessly to help Americans plan for the inevitable and lessen the burden on their loved ones.

“Stepping Up With SMS”
Dan Mangus
National Sales Director, Senior Marketing Specialists
Dan was raised in the insurance world.  With his father being a business analyst and his mother an insurance agent, it was only natural for him to get into the business.  Dan has enjoyed working in the industry since he was just 18 years old when he opened his own agency.  Dan joined SMS on a consulting basis in 2008, and in 2012 made the commitment to SMS, accepting a full time position as National Sales Director. 


“It’s a Wonderful Life”
Anthony Chapman
Vice President, AIMC, LLC
Anthony began his insurance career in 1977 with National Consultants out of Smyrna, GA.  National Consultants was one of the 1st career Medicare Supplement agencies in the country and soon became the largest producing general agent for United American Insurance Company for 14 consecutive years.  In 1983, Anthony started his own agency and had the good fortune of being introduced to Mike White, who also began his career knocking on doors with National Consultants.  This began a life-long friendship as well as a business relationship.  Together,  they introduced the country to the first “bucket of money” LTC plan issued through Atlantic and Pacific Life Insurance Company. In 1992, Anthony joined Bankers Fidelity Life Insurance Company, Atlanta, GA, where he served as the Chief Marketing Officer until 2004.  In late 2004, Anthony joined Mike and his team at AIMC as the Chief Marketing Officer.  Today, AIMC is recognized as the national leader in Medicare Supplement product development and distribution.
 
 

Tuesday, April 30, 2013

Tuesday, April 23, 2013

Successful Sales Guaranteed ~ SMS Senior Life Division

UPDATE: Did you miss the webinar? Good thing we recorded it!
If you have any questions after the webinar give us a call at 1-800-689-2800.

 
In 2011 we at Senior Marketing Specialists made a decision to include in all of our marketing efforts, for all product lines, something that would set us apart from our competitors working in the senior market, SALES SYSTEMS THAT ARE COMPLETE AND TESTED BY AGENTS THAT SELL THE PRODUCTS WE MARKET!!!
This month we have chosen to highlight our Senior Life Division. This product line has resulted in over 300% growth from our agents and agencies since 2011, and in 2012 we produced 250% more life insurance than all other products, excluding Medicare Supplement and Medicare Advantage, combined.
Our system include:
·         Client transition phrases that bring up the topic of life insurance to your existing and new clients.
·         Client pre-approach letters and phone scripts.
·         Sales sequence instructions to assist you, the agent, in our 1,2,3 sales process.
·          Presentation videos and closing techniques
We at Senior Marketing Specialists want you to join us in our growth and success in the Senior Life Market. To do so we have one more webinar in April devoted strictly to training. Register for the webinar today!!!

 

Thursday, April 4, 2013

Senior Marketing Specialists Introduces the NEW Senior Life Division

UPDATE: Did you miss the webinar? Good thing we recorded it!
If you have any questions after the webinar give us a call at 1-800-689-2800.


Join us for a webinar on April 9th @ 10:00 am CST to learn more about SMS's New Senior Life Division
 
Early in 2011 we at Senior Marketing Specialists made a decision to aggressively market Senior Life/Final Expense policies to our field force. At that time we were primarily using Monumental Life, a 159 year old A+ carrier owned by Aegon. The decision we made was based on a number of factors with one leading the way; FREE MEMBERSHIP IN LEGACY SAFEGURAD. By the end of 2012 our sales had increased 300% . As of April 1st we are launching our New Senior Life Division to help you, the agent, join us in the growth of this market.  

Legacy Safeguard (http://www.legacysafeguard.org/) is the premier end of life planning tool in the market today offering a wide range of tools and discounts to assist consumers in planning final arrangements. This service is absolutely FREE to prospects you call on (a $99 value online) using our Senior Life products with Monumental Solutions from Monumental Life and United of Omaha’s Living Promise. To ensure that all your clients are eligible for coverage we also launched Kemper’s KEMPER Senior Solutions Guaranteed Issue Whole Life Insurance Plan last August and sales are growing weekly.
Throughout the month of April we will be highlighting these programs, where they fit in your market and more importantly how to sell them effectively using our video sales system (Legacy Safeguard video at: http://www.legacysafeguard.org/LegacySafeguardVideo.php)

Tuesday, April 2, 2013

Consider yourself cordially invited to the BIGGEST event in the Senior Insurance Market!

The Senior Marketing Specialists 2013 Sales Summit
Tradeshow & Seminars
 
This event, hosted at the Holiday Inn Executive Center in Columbia, MO is anticipated to be one of the largest Medicare and Senior Insurance Expos that the independent agent has ever seen.
With representation from numerous major carriers in the Senior Market as well as numerous industry vendors including lead companies, technology providers and insurance training, this is one event you will not want to miss.
The all day event begins at 8:00am and features speakers and trainers from various aspects of the insurance industry as well as headline speaker Don Runge, a.k.a. The Lead Guru.
Attendance to the event is free, however limited tickets are available, so don’t wait, register now!

Download the Event Catalog Here

Tentative Itinerary for the 2013 SMS Sales Summit:
8:00 – 8:15
Agent Registration
8:00 - 9:30
Tradeshow Open
Breakfast
9:30 – 11:30
Seminar Session #1 – Headliner Don Runge
Tradeshow Closed During Seminar Sessions

11:30 – 12:30
Tradeshow Open
Lunch

12:30 – 2:30
Seminar Session #2
Tradeshow Closed During Seminar Sessions

2:30 - 5:00
Tradeshow Open
 




Government Increases Reimbursements for Medicare Advantage Plans in 2014

Fear over the continuation of Medicare Advantage plans in 2014 was put to rest by government rulings Monday, April 1, 2013 when the Obama administration reversed a proposed 2.3 percent pay cut for private Medicare plans, replacing it with a 3.3 percent raise.

Many agents have had serious concerns over the proposed cuts that were planned for reimbursement to Medicare Advantage carriers. Thanks to the efforts of those carriers there will be the necessary funding to stabilize those plans in 2014.

Although it is only conjecture what the actual rates of plans will be, the chances of only very small changes can be assumed. That may not be as true for Medicare Part D plans but agents can look forward to a fantastic AEP ahead.

Want to learn more? Check out the article, How Insurers Flipped a Medicare Pay Cut Into a Raise on the Washington Post's website or check out the video update from SIMA (http://sima-net.com/) below.