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Illustration Support

Find best-in-class fixed indexed annuity products to fit your clients' retirement needs by running illustrations and comparing income payouts and death benefits from multiple products side-by-side.

Case Management

Our case managers do the legwork once the app is submitted, making sure monies get transferred and you get paid.

Pre-Underwriting

We will pre-underwrite your LTC cases early in the process to ensure you find the right solution for your clients and avoid declines whenever possible.

Hierarchy Protection

SMS is the leader in protecting your agents. Our business is based on trust, and we protect your hierarchy with built-in technology safeguards to prevent communication to your downlines.

2020 SilverScript PDP Ready-to-sell Requirements

To become ready to sell SilverScript Prescription Drug Plans (PDP) you much be contracted, licensed in the applicable states, appointed by SilverScript in accordance with state law, and certified.   

Production Reports

We send you weekly, monthly or ad hoc reports showing your agents' production.

Private-Labeled Tools and Software

Get private-labeled access to our industry-leading tools and software, including Lead Advantage Pro.

Private-Labeled Online Contracting System

Get your agents appointed quickly and easily with a private-labeled online contracting system.

LTC Case Study: Flexible Premium Hybrid LTC Insurance

This case study covers Flexible Premium Hybrid LTC Insurance. Flexible premiums are those other than single premiums, like 10 pay, 20 pay or lifetime.

LTC Case Study: Uninsurable Options

If you are involved in extended care planning, you are eventually going to come across a client or a relative of a client, who is uninsurable. Here are options for those individuals.

LTC Case Study: Transitioning Tax Qualified Funds Into Tax-Free Retirement Protection

There are several options for clients who want to use a tax-qualified account to fund the long-term care plan. This case study outlines those options.

Agent Websites

Set up custom web solutions at a minimal cost. Sites are designed for insurance agents and financial advisors by web professionals who understand your business.1

LTC Case Study: How Lazy Assets Can Protect Retirement Income

In this case study, we show you how lazy assets such as savings, CDs, and money market funds can be repositioned to fund long-term care if needed or a death benefit to family.

Medicare BackOffice®

Just because you don't write Medicare, doesn't mean your clients don't need help with their health insurance in retirement. Partnering with Medicare BackOffice allows you to refer this business to a team of Medicare specialists who will help your client with their Medicare needs, leaving you to remain their go-to source for retirement advice and planning. 
Learn more

Prospect Lists

Mutual of Omaha offers affordable, accurate and compliant prospects lists for Medicare Supplement agents.