In this issue: Return of the Walmart Retail Program; Get prepared for AEP 2018; Learn why clients don’t refer; New term rates from United of Omaha
In this issue: Understanding the DOL Impartial Conduct Standards; Why clients don’t refer; Using the saw-tooth strategy to cut RMDs; Level Up for marketing assistance; Using e-Ticket for term life policies.
In this issue: It’s Time to Level Up; Why don’t your clients refer?; Mitigating financial risk with life insurance; 2017 Sales Forum sold out
In this issue: Get Marketing Assistance with the Level Up Program; Sell Ameritas dental on the radio; Be ready for the Impartial Conducts Standards; Discover the power of uncapped IUL.
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
Derrick in New Jersey