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SMS Beyond Limits

Senior Market Sales is one of the largest and most respected wholesale distributors of insurance and financial solutions in the nation. Headquartered in Omaha, Nebraska, agents, agencies, registered reps, and investment advisors in all 50 states turn to SMS for access to products, technology, support and practice management solutions. 

Candice Buresh

Before stepping into her current role, Candice worked in the New Business department here at Senior Market Sales® for 13 years. She spent five years as an associate in the department before moving up into a leadership role.

Addressing Retirement Risks With Your Clients

Addressing Retirement Risks With Your Clients. Longevity, inflation, market volatility and
health care are four major challenges that many people will need to deal with during their retirement.

Mark Cavalieri, LUTCF®, CWC

Mark is a 30-year veteran of the insurance and financial services industry. He started his career as life agent and eventually over 14 years became a financial advisor obtaining his Series 6, 7, 26, 63 and 65 licenses as well as the Life Underwriter Training Council Fellow (LUTCF®) designation. He also has the Certified Wholesaling Consultant designation (CWC).

Allen Frisbie

With over two decades of industry experience, Allen has the skills to develop financial planning strategies that will help advisors grow their business. Allen knows that helping his advisors means their clients are going to have the best financial future possible.

Aetna

Founded in 1853, Aetna provides individuals, employers, health care professionals, producers and others with innovative benefits, products and services.

Minimize Client Taxes and Grow Your Business With Turnkey CirrusView Process

The CirrusView process is a turnkey system that will help insurance and retirement planning professionals gain more wallet share, engage a higher net-worth prospect and grow target premium. It helps advisors easily provide clients a macro view of retirement and identify strategies to help them avoid unpleasant losses to taxes in the future.

Sherilyn Lessley

With more than 27 years of experience in the life insurance industry, Sherilyn has a shining personality and eagerness to assist producers.

Natalie Blanke

Natalie began her legal career 13 years ago. She worked for a securities broker-dealer for several years before joining the Senior Market Sales® (SMS) team. As the leader of SMS’ legal department, she provides advice to the company and its management on the wide range of legal matters that arise across corporate groups, agent engagements and third-party relationships.

Mark Reineke

Mark assists consumers by helping them to protect their investments, providing emergency medical insurance, and protecting their belongings during travel, all while finding the best price.

Anna Ferrin

Anna Ferrin has been with Senior Market Sales® since 2015, she started out in the New Business department, and in 2018 she moved to the Med Solutions team. As an Associate Marketing Consultant, Anna helps agents find the best solutions for their clients.

Lead Advantage Pro

Lead Advantage Pro® is our exclusive all-in-one sales management tool. Receive and manage leads, run quotes, submit online enrollments and access multiple carrier portals all in one place.

Online Contracting

Save time and eliminate errors with this online solution that allows you to manage all your contracts in one place.