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Senior Market Sales Acquires Transitions Benefit Group


Latest Acquisition Strengthens SMS Offerings in the Employer Group Insurance Space

Omaha, Nebraska – Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired Transitions Benefit Group as a strategic partner in the employer group insurance space.

Transitions Benefit Group PhotoSMS President Jim Summers said that Transitions Benefit Group has built a successful niche in the employer group space and that it will be a natural fit with SMS’ parent, Alliant Insurance Services, one of the nation’s largest insurance and employee benefits brokers.

“Alliant and SMS are building an insurance distribution model that serves both employers and employees with education, advice and solutions to help people make a smoother transition to retirement,” Summers said. “Transitions already has proven success in this space, and we think the talented team there will help us take our offerings to the next level.”

Based in Atlanta, Transitions provides education, consulting and solutions to help employers and other organizations transition employees into Medicare, minimize health care costs and reduce risk.

“We provide compliant, cost-saving benefit solutions for the aging workforce, while keeping a passionate focus on serving the employee,” said Cambria Smith, President of Transitions

Smith founded the company after a 2008 kitchen table conversation with her grandparents revealed they were losing their health insurance. Smith, a high school teacher at the time with no Medicare knowledge, dug in and learned that the plans being marketed to her grandparents were too costly for their limited income. After finding them affordable plans with appropriate coverage, she founded Transitions to protect other retirees from having to go through the same scary experience.

Transitions has worked with SMS for more than 10 years. The SMS platform provides proprietary technology, industry-leading back-office support, proven marketing systems and a comprehensive product portfolio of health and wealth solutions from top carriers.

“SMS and Transitions have an amazing history of success,” Smith said. “It is a natural expectation coupled with enthusiasm to think about what the future has in store for our organizations. We are excited to see how many people Transitions can help as we embark on this new chapter.” 

Transitions Benefit Group will continue to operate from its Atlanta office with existing leadership and employees and no expected disruption of business.

Based in Omaha, Nebraska, SMS has more than 430 employees, 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.

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