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We help you analyze each client's unique situation to help find the right products and solutions to help them meet their goals.
We give you the tools and coaching you need to give successful presentations to your clients.
We handle the ordering and tracking of all paramed exams for life cases submitted to SMS.2
Tired of wasting time scheduling paramed exams?
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.
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.
Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.
George grew up with insurance on his mind. Most of his family members have been involved with the insurance industry since before he was born.
Curtis enjoys building relationships with advisors, getting to know them and their business.
CMS Final Rule Outlining Policy and Regulatory Revisions for the 2023 Plan Year
On 2/9/2022, the Centers for Medicare & Medicaid Services (CMS) released the CMS Medicare Communications and Marketing Guidelines (MCMG). This bulletin breaks down what it means and the additional steps you will need to take as an agent. Contracted agents will have access to complaint assets that can be used to advertise to clients.
NAHU Membership Application