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


Income ArchiTech Planning Tool Press Release

Senior Market Sales Releases Income ArchiTech Planning Tool for Financial Advisors, Insurance Agents and Registered Reps 
Technology Features Real-Time Stress Tests, Seamlessly Integrates Tax-Efficient Income Distribution, Social Security Planning and More 

Department Of Labor Fiduciary Rule Update: Best Interest Standard Delay

The Office of Management and Budget (OMB) and the Department of Labor (DOL) have agreed to delay the Best Interest Standard until July 1, 2019. What does this mean for advisors?

12 Reasons To Sell Mutual of Omaha

Are you taking advantage of all of the great plans, rates, incentives and programs Mutual of Omaha offers? Here are 12 reasons why it’s good to sell Mutual of Omaha Medicare supplement plans to clients.

How to Improve Your Customers' Experience:  Implement a Structured Planning Process 

No matter the industry, everyone’s talking about the importance of the customer experience. But the insurance and financial planning industries especially need to pay attention, according to several trade publications reporting on critical trends in the new year.

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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 ideal annuity client is already your client.

Deliver lifetime income to clients. Find a new level of success.

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Introduction to Annuities

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

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