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

SMS Notes October 26 2016

In this issue: Aetna and UnitedHealthcare announce 2017 star ratings; Lead Advantage for life quotes; Genworth shares a personal LTC story



Factors to Consider During AEP 2016

This year’s Annual Election Period is kicking off, marking the busiest and most important time in our profession. Every year is a little bit different, and 2016’s AEP has a few important factors for consumers to consider.

SMS Notes October 12 2016

In this issue: Mutual of Omaha Adjusts Prices, LTC Hybrid Case Study Video, Hurricane Matthew Shows Need for Travel Insurance

Learn How To Generate Quotes and Reduce Paperwork with Lead Advantage

Watch this brief SMS Technology Tour to learn how to quickly and easily generate quotes and access materials from a variety of carriers by using the Lead Advantage online portal.

Training and Events Calendar

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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


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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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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