SMS Platform and Unique Marketing Opportunities Attracted Idaho Brokerage
Omaha, Nebraska – Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired Medicare Instructors, a rapidly growing independent insurance brokerage focusing on Medicare insurance and financial solutions for people entering retirement.
“As SMS grows our portfolio of top-tier agencies, Todd Stevenson and his team at Medicare Instructors were an obvious choice,” said SMS President Jim Summers. “Todd was a pioneer with telephonic sales, and his dedication to educating clients aligns with SMS’. We’re excited to start a new chapter in our partnership with Medicare Instructors.”
For 10 years, Stevenson has used the SMS platform, which includes proprietary technology, industry-leading back-office support, proven marketing systems and a comprehensive product portfolio of health and wealth solutions from top carriers.
“I selected Senior Market Sales because there was so much support in every category that was important to us,” Stevenson said. “What started off as a vendor relationship, over the years turned into a partnership. And that partnership has turned into friendships with a lot of the people that we work with. I have complete trust in SMS, the leadership and all of our partners there.”
Stevenson said the acquisition will help Medicare Instructors scale to meet demand from the growing senior market and also reach new markets opened by the 2020 acquisition of SMS by Alliant Insurance Services, one of the nation’s largest insurance and employee benefits consulting firms. Medicare Instructors will continue to operate from Idaho Falls, Idaho, serving clients across the country telephonically with the full spectrum of senior products, including Medicare Supplement, life, dental, vision and long-term care insurance and annuities.
SMS has more than 320 employees at its Omaha, Nebraska, headquarters, and its distribution network includes 65,000 independent insurance agents, 1,000 career agents, call centers, and a wholly owned Registered Investment Adviser (RIA) firm.