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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. 

Mutual of Omaha

A full-service, multi-line provider of insurance and financial services products including disability income, long-term care and Medicare Supplement insurance.

Athene Ascent Pro - Highest Guaranteed Income

Have you seen the most exciting new FIA product on the market today? Athene Ascent Pro offers guaranteed and stacked income, increasing income and dynamic new indexed crediting strategies.

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.

Help Clients Avoid the Retirement Tax Trap

Help clients avoid the retirement trap. The complex interaction of various tax rules often lurks below the surface and goes unnoticed.

Design Smart Social Security Decisions

Design Smart Social Security Decisions. Many retirees fail to maximize the full potential of what Social Security can do for them. 

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).

Kelly Simonson

More than two decades of dedication to the insurance industry helped Kelly move from the mailroom of an agency to becoming an agent in the field.

2020 New Business Submission Cheat Sheet MA/MAPD/PDP

Please Note:

1. All agents must be certified and appointed to write business

2. 48 Hour submission clock begins when the agent signs and dates the application

Top 10 Ways to Avoid Complaints

Top 10 Ways to Avoid Complaints

Bill Kauffman, CLU®, ChFC®, LLIF

As Vice President of Financial Solutions, Bill Kauffman, CLU®, ChFC®, LLIF leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life and long-term care. Under Bill’s direction SMS has added a number of value-added programs to help agents and advisors grow their business, including Total Social Security, Total Client Engagement, Sales Forum and the SMS 360 Process.

Craig Taylor, CLF®

With more than 21 years of experience in the insurance industry, a master’s degree in management and leadership, and Series 6, 63, 26 & 51 and many other designations, Craig is a great leader and asset to Senior Market Sales.

Craig Taylor, CLF, MA, DIA, CLTC®

With more than 25 years of experience in the insurance industry, both from a Carrier, and Agency Background, a Master’s Degree in Management and Leadership, and experience holding a Series 6, 63, 26 & 51 as well as his Chartered Leadership Fellow Designation and others.