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Anne Novak

Anne’s smarts and dedication earned her the high distinction of “Best of Class Service” at a Fortune 500 company, and she brings those same traits to Senior Market Sales.

Marilyn Cunard

With more than six years of experience in contracting, Marilyn has the expertise to efficiently navigate agents through the contracting process. She began her career as a Contracting Associate and through persistence, leadership, and attention to detail has advanced to the position of Contracting Coordinator.

12-4-2 Principle

Learn how a structure of 12 scheduled contacts per year, four comprehensive reviews and two mandatory face-to-face meetings can lead to high client satisfaction and engagement.

GoSMS Mobile Quoting Tools

Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.

Curtis Lueckenotto, RICP

Curtis enjoys building relationships with advisors, getting to know them and their business.

Cyber Insurance Liability Protection

Protect your business with cyber insurance available through Senior Market Sales® (SMS)

Case Design

We help you analyze each client's unique situation to help find the right products and solutions to help them meet their goals.

Presentation Support

We give you the tools and coaching you need to give successful presentations to your clients.

Paramed Scheduling

We handle the ordering and tracking of all paramed exams for life cases submitted to SMS.2
Tired of wasting time scheduling paramed exams?

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.

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®.