Agent Tools

Welcome to the SMS Agent Tools Portal

From powerful selling systems and illustration software to online sales platforms and our proprietary contact management system, SMS offers a variety of innovative tools designed to help you save time and increase production.

Sequent Income Model The Revolutionary Retirement Income Planning System.
  • Seminar Materials
  • Sales Presentation
  • Planning Software
  • Training
  • FINRA-Reviewed!
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Lead Programs We give you places to go and people to see.
  • Discounted Internet Leads
  • Field-tested Direct Mail Programs
  • Turn-key Solutions
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Online Sales Platforms Make your sales paperless and painless.
  • Sell on the phone or in person
  • Expand your market to multiple states
  • Become more efficient
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Retirement Analyzer Pro Stop just pushing product and start offering solutions.
  • Helps identify all assets
  • Leads to Life, LTC and Annuity sales
  • Comprehensive Needs Analysis
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Affordable Web Sites Get your own web site for as little as $75 a year!
  • Quote request forms for Medicare, LTCi, Life and more
  • Medicare Supplement Quotes
  • Agent Recruiting Options
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SMS Lead Advantage Streamline your processes with a tool that does all this:
  • Manages lead follow-up
  • Creates and sends online quotes
  • SMS Exclusive App-by-email process
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