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The Most Powerful Platform for Insurance and Retirement Planning

See how far you’ll go with the Senior Market Sales® (SMS) machine backing you.

Agent Having a Conversation with a Medicare Client

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 Icon

Agent Support

Delegate details to behind-the-scenes teams so you can concentrate on clients and growth.

Agent Support
Business Development Icon

Business Development

Uncover ways to grow your business by leveraging SMS’ four decades of experience and industry relationships.

Business Development
Technology Icon

Technology

Work faster, save precious time and deliver exceptional value to clients using groundbreaking technology.

Technology
Marketing Icon

Marketing

Get in front of more prospects, book more appointments and secure more clients with ready-to-use marketing and lead programs.

Marketing
Health and Wealth Solutions Icon

Health 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 Solutions

Who We Help


Independent Insurance Agents

Financial Planning Professionals

Tele-digital Agencies

Managing General Agents (MGAs) and Field Marketing Organizations (FMOs)

Acquisition Partners

71,000 +
independent agents nationwide
700 +
employees
515,000 +
apps submitted in 2023
Agent Support

Delegate details to behind-the-scenes teams so you can concentrate on clients and growth.

Business Development

Uncover ways to grow your business by leveraging SMS’ four decades of experience and industry relationships.

Technology

Work faster, save precious time and deliver exceptional value to clients using groundbreaking technology.

Marketing

Get in front of more prospects, book more appointments and secure more clients with ready-to-use marketing and lead programs.

Health and Wealth Solutions

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.

Overcome the Disruption
Customizable Agent Materials for AEP

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.

 

Solve Today's Problems
The Retirement Planning Mind Shift from Senior Market Sales

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How Can SMS Help You?

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