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.

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Why SMS

What’s New at Senior Market Sales

Case Study: Addressing Tough Rx Questions

Clients are sometimes faced with prescription drug questions and challenges that go beyond just considering a generic instead of a brand name. SMS has an in-house pharmacist that can help with challenging cases.

Six Tips for More AEP Success

Here are six tips to help you maximize your time, remain compliant and enjoy success during the Annual Election Period.

Intro to Annuities Download

Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets. Get started today!

Social Media Dos and Don'ts

This enrollment season may be the exact right time to leverage social media, to increase your following and potentially generate leads. Here are simple “Dos and Don’ts” to help get you started.

Training and Events Calendar

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Stay up to date with our eNewsletter, featuring product news, promotions, industry news and trends and more!

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SMS Is the Partner For…

The Industry’s Most Complete IMO Experience

Offering a comprehensive senior product portfolio, the industry’s best technology tools, outstanding service and proprietary marketing programs, we support every facet of an agent’s business.

Why SMS?

30,000+ agents under contract

Top contracts with national, A-rated carriers

The industry’s best technology and tools

A Team Approach to Building Your Practice

We offer real solutions that help you reach more prospects, get more referrals and, ultimately, grow your practice. Our consultative approach to helping our advisors means we let the problem dictate the solution.

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Patent-pending retirement planning tools and processes

Multiple live and electronic training opportunities

Established and successful marketing programs

The Business Partner You Can Trust to Support Your Efforts

Many MGAs have found SMS to be the business partner to help them succeed. We offer full back-office support, including contracting, certification, supplies and new business status. Our credibility with carriers means you can turn to us to help resolve problems with clients and/or commissions. We do not recruit your agents nor use your client records for anything other than to support your efforts.

Attractive commissions

Incentive trips open to MGAs

Your own online contracting portal

Proprietary enrollment methods

The Support You Need to Grow Your Business

SMS subsidiary Futurity First has the flexibility to meet the needs of advisors at every stage of their careers. With an unparalleled choice of product and investment solutions, Futurity advisors are able to provide independent planning strategies and recommendations to their clients.

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20 branch offices throughout the U.S.

Proprietary marketing and lead programs

Unparalleled advisor support

Lucrative compensation plan

What People Are Saying About SMS

“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

“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

Building Solutions for Tomorrow’s Agent

Building Solutions for Tomorrow’s Agent

What’s New at Senior Market Sales

Case Study: Addressing Tough Rx Questions

Six Tips for More AEP Success

Intro to Annuities Download

Social Media Dos and Don'ts

Training and Events Calendar

View upcoming events.

Stay up to date with our eNewsletter, featuring product news, promotions, industry news and trends and more!

Read our eNewsletter archives

SMS Is the Partner For…

The Industry’s Most Complete IMO Experience

A Team Approach to Building Your Practice

The Business Partner You Can Trust to Support Your Efforts

The Support You Need to Grow Your Business

Connecting Health and Wealth

Learn More

Save Time, Simplify Your Practice

Learn More

Grow Your Practice

Lead Programs Marketing Programs

The ideal annuity client is already your client.

Learn More

What People Are Saying About SMS

“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.”

“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.”

Read more testimonials…

Get Connected With SMS

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Building Solutions for Tomorrow’s Agent

Building Solutions for Tomorrow’s Agent

What’s New at Senior Market Sales

Training and Events Calendar

Stay up to date with our eNewsletter, featuring product news, promotions, industry news and trends and more!

SMS Is the Partner For…

The Industry’s Most Complete IMO Experience

A Team Approach to Building Your Practice

The Business Partner You Can Trust to Support Your Efforts

The Support You Need to Grow Your Business

Connecting Health and Wealth

Save Time, Simplify Your Practice

Grow Your Practice

The ideal annuity client is already your client.

What People Are Saying About SMS

“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.”

“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.”

Get Connected With SMS

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