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We give you the tools and coaching you need to give successful presentations to your clients.
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.
Our case managers do the legwork once the app is submitted, making sure monies get transferred and you get paid.
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.
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.
We send you weekly, monthly or ad hoc reports showing your agents' production.
Get private-labeled access to our industry-leading tools and software, including Lead Advantage Pro.
Get your agents appointed quickly and easily with a private-labeled online contracting system.
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
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.
Mutual of Omaha offers affordable, accurate and compliant prospects lists for Medicare Supplement agents.