Senior Market Sales® (SMS) has the support to help you quickly pivot to taking all aspects of your practice online, so you can service clients and even reach new prospects.
Despite all the uncertainties surrounding the coronavirus and its impact on the global economy, one thing is crystal clear: now is the time to demonstrate to clients your value as an insurance and financial planning professional.
With baby boomers entering Medicare eligibility, the demand for experts in this field has increased. That’s why Senior Market Sales® (SMS) developed the exclusive New to Medicare tutorial series. With knowledge gained through these tutorials, agents can enter the lucrative Medicare markets with confidence, knowledge and viable client solutions.
On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.
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
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.View carriers
Patent-pending retirement planning tools and processes
Multiple live and electronic training opportunities
Established and successful marketing programs
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.
Incentive trips open to MGAs
Your own online contracting portal
Proprietary enrollment methods
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.Request Information
20 branch offices throughout the U.S.
Proprietary marketing and lead programs
Unparalleled advisor support
Lucrative compensation plan
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.
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.
Dan in Michigan
Derick in New Jersey