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Leads & Marketing

SMS offers both exclusive and industry-standard lead programs to keep you in front of new prospects. Our turnkey marketing programs give you the resources, processes and messaging you need to grow your business.

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Exclusive, free access to our all-in-one sales management tool, Lead Advantage, as well as online forms, quotes and more.

Technology to Help You Succeed

Senior Market Sales® (SMS) is the marketing organization for tomorrow’s agent. We know agents face many challenges in today’s market. Our software and tools are designed to help you manage and simplify your practice, save time, eliminate mistakes and make your business stand out among the crowd. Compare the SMS Technology Platforms here.


More than any other company, SMS helps agents and advisors service their clients' health and wealth needs in retirement.

Privacy Policy

This Statement of Privacy and Security applies to all information gathered or maintained by Senior Market Sales LLC at as well as information transmitted to us by telephone, fax, or otherwise.


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.

2022 Aetna Certification Cheat Sheet

Aetna certification instructions for the 2022 MAPD selling season.

2022 UnitedHealthcare Plan Details - Southeast Region

2022 UnitedHealthcare Plan Details for Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, South Carolina and Tennessee

2022 UnitedHealthcare Plan Details - West Region

2022 UnitedHealthcare Plan Details for Arizona, California, Colorado, Hawaii, Idaho, Montana, Nevada, New Mexico, Oregon, Utah, Washington and Wyoming