The Most Powerful Platform for Insurance and Retirement Planning
See how far you’ll go with the Senior Market Sales® (SMS) machine backing you.
Focus More on Clients and Grow Your Income
Fewer obstacles. More time. Less busywork. Greater focus. Let SMS help you with the details or a big-picture strategy, so you can concentrate on what matters to you. Get in front of more prospects, work faster and more efficiently, and access solutions that enhance clients’ lives and expand your opportunities. With SMS, your growth potential is unbridled.
How We Help
Agent Support
Delegate details to behind-the-scenes teams so you can concentrate on clients and growth.
Agent SupportBusiness Development
Uncover ways to grow your business by leveraging SMS’ four decades of experience and industry relationships.
Business DevelopmentTechnology
Work faster, save precious time and deliver exceptional value to clients using groundbreaking technology.
TechnologyHealth and Wealth Solutions
Serve all your clients’ retirement needs in one place with the most comprehensive insurance and investment platform in the industry.
Health and Wealth SolutionsWho We Help
Independent Insurance Agents
Financial Planning Professionals
Tele-digital Agencies
Managing General Agents (MGAs) and Field Marketing Organizations (FMOs)
Acquisition Partners
Delegate details to behind-the-scenes teams so you can concentrate on clients and growth.
Uncover ways to grow your business by leveraging SMS’ four decades of experience and industry relationships.
Work faster, save precious time and deliver exceptional value to clients using groundbreaking technology.
Get in front of more prospects, book more appointments and secure more clients with ready-to-use marketing and lead programs.
Serve all your clients’ retirement needs in one place with the most comprehensive insurance and investment platform in the industry.
Medicare Disruption
Inflation Reduction Act and Other Regulations: What Insurance Agents Need To Know
The next AEP could be the most disruptive since the introduction of Medicare Part D nearly 20 years ago. Two regulations — the Inflation Reduction Act and the Centers for Medicare and Medicaid Services’ final rule released in April — will greatly impact agents and their clients.
Fortunately, SMS is here to help with its library of blogs, videos, agent materials and complimentary tools for overcoming disruption and maximizing success.
Rethinking Retirement
The Retirement Planning Mind Shift: New Thinking for Growth in a New Era White Paper
Gain exclusive insight on how insurance agents, registered representatives, financial advisors and others in the retirement space can transform the system’s failures into successes for both clients and their own businesses.
Featured Event
Sales Forum: The Premier Health and Wealth Event of the Year
Gain insights and inspiration from keynote speakers, SMS experts, carrier sponsors, vendors and top SMS producers at the annual Sales Forum.
Explore Our Upcoming Events
Surprising Ways to Fund Long-Term Care to Protect Clients’ Assets (and Your AUM)
Webinar | Nov 6, 2024 11:00 AM Central Time Zone
If you still think long-term care (LTC) planning solutions are limited to traditional LTC insurance, you could be in trouble. That dated thinking could limit your business’ potential, increase your...
Register Read MoreTomorrow's Clients: How Changing Demographics Impact Your Business
Webinar | Nov 13, 2024 10:30 AM Central Time Zone
While the immediate opportunity serving baby boomers will continue in the coming years, demographics are shifting – and so should your business. To grow in the retirement planning market, insurance...
Register Read MoreHow Can SMS Help You?
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