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As vice president of operations, Jennifer McMahon oversees the day-to-day operations at the Senior Market Sales headquarters in Omaha, NE.
As Chief Technology Officer for Senior Market Sales, Bob is responsible for the overall strategy, planning, organization and execution of all technology development for SMS.
Darrel started his insurance career seven years ago. He worked in the field for two years, and then became a captive agent selling dental, life and Medicare Supplement insurance plans.
Growing up with both parents working in the insurance industry — her Father, Dan, is Director of Marketing for Travel Insurance and International Benefits here at Senior Market Sales — Abbie felt right at home when she started her insurance career at SMS in 2011.
Making Sense of Roth IRA Conversions
Making Sense of Roth IRA Conversations. Here are some benefits of a Roth that may appeal to your retirement-age clients. Long-term tax benefits, tax diversification, no lifetime distributions, social security taxation, and tax-free legacy are some of the reasons to consider a Roth.
Senior Market Sales (SMS) is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money and put their business in a position of distinction.
Randy has 32 years of experience in the industry, 26 of which were spent in the field. Owning his own financial business gave him a lot of experience and makes him a great source of knowledge. He also earned his CFP* designation and was certified as a METDESK agent while with New England Financial.
Robert Kelson is Vice President of Independent Retirement Sales. He is responsible for growing fixed index annuities (FIA) sales within the Independent Marketing Organization (IMO) channel. In this role, Robert trains marketers and agents on the company’s products, manages key accounts and helps ensure his team meets their sales goals.
Cecil is an intellectual property attorney in Northern Virginia. For over 20 years, he has focused his practice on assisting clients in capturing and deploying their intellectual property assets to maximum benefit, through litigation and enforcement, licensing, and through the acquisition and deployment of funding for development of the client’s intellectual property assets.
Marci Fried is a Professional Business Advisor and Speaker with Pareto Systems. Her background is extensive and covers a wide spectrum including roles as a Financial Advisor, Senior Management at a Fortune 500 Company and building and running a successful small business for nearly a decade.
Senior Market Sales® (SMS) offers a telehealth solution so you can connect clients to health care in the comfort of their own homes. Learn More
Whitney has been in the financial services industry over 14 years. She joined American Equity in 2014 as Marketing Phone Specialist, and was named Field Marketing Specialist for the North Central and Northwest Regions in 2015.
Rob has worked with National Guardian Life Insurance Company (NGL) for over 10 years. It makes sense that in that amount of time, he has spent time in various departments throughout the company.
Meredith Elliott began her career in the insurance industry almost 20 years ago as an insurance and annuity agent with Minnesota Life. As Senior National Account Director for John Hancock, she has direct responsibility for the sales success of her partner accounts and their affiliated producers.
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