Building Solutions for Tomorrow’s Agent

SMS is dedicated to helping agents leverage time, make more money and put their business in a position of distinction.

Get Started Why SMS

Building Solutions for Tomorrow’s Agent

SMS is dedicated to helping agents and advisors leverage time, make more money and put their business in a position of distinction.

Get Started Why SMS

What’s New at Senior Market Sales


Hybrid LTC Case Studies

Watch as Skip Liddell walks through several hybrid long-term care case studies that show you how to find the right solution for funding your clients’ extended care.

The Silver Lining of the DOL Fiduciary Rule

Your future under the industry-changing Department of Labor fiduciary rule is not as grim as some have projected. Listen to this webinar to learn from insurance industry veteran and expert Terry Headley where the opportunity lies.

SMS Notes September 14 2016

SMS Notes: Compliance Reminders for AEP

Build Your Online Presence with an Agent Website

SMS has partnered with AgentMethods, to bring an enhanced website offering to its agents. These sites are designed exclusively for insurance agents and financial professionals by web professionals who understand your business.

Training and Events Calendar

View upcoming events.


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Products

Connecting Health and Wealth

Health care and health insurance are no longer seen as separate from financial planning. More than any other company, Senior Market Sales is helping agents and advisors service their clients’ health and wealth needs in retirement.

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Connecting Health and Wealth

Technology

Save Time, Simplify Your Practice

Our software and tools are designed to help you manage and simplify your practice, save time, eliminate mistakes and make your business stand out among the crowd.

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Tech
Save Time, Simplify Your Practice

Leads and Marketing

Grow Your Practice

SMS offers both exclusive and industry-standard lead programs to keep you in front of new prospects. Our turnkey marketing programs give you the resources, processes and messaging you need to grow your business.

Lead Programs Marketing Programs

The New Foundation of Practice Management
Starting in October, join us in Milwaukee, Chicago, Ann Arbor, Indianapolis or Columbus.


Today’s client demands convenient, concierge-like treatment, and the new fiduciary rule requires detailed documentation and attention to clients’ best interests. To be successful and sustainable, the retirement planning practice of the future must carefully cultivate clients and expertly fine-tune its process. Attend this half-day session to learn how to articulate your value, create referral-generating advocates, and refine your existing business model to a sustainable and scalable model that complies with the fiduciary rule. See how the right foundation, techniques and tools will promote new, exciting areas of growth for years to come.

New Foundation of Practice Management

What People Are Saying About SMS


Agent Testimonial

“I believe what differentiates SMS most is the family-type atmosphere. Everybody that I’ve met at SMS is friendly and always going above and beyond.”

Dan in Michigan



Agent Testimonial

“They actually changed the way I do business — changed my life, for the better. They help me with carrier choices. They’ve pretty much become my back office, really letting me focus on sales, and I know they have my back in situations where I have things I can’t answer.”

Derrick in New Jersey

Read more testimonials…

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