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Mutual of Omaha Mutual Sales Leaders

Qualification requirements for Mutual Sales Leaders 2017 trip to Ireland in 2018.

Using Social Media to Enhance Your Online Presence

Learn more about how you can use social media to enhance your online presence. 

The What, When & How of the Impending Impartial Conduct Standard

Are you confused or concerned about the upcoming impartial conduct standards? In this webinar, SMS experts share answers to help you understand your options and minimize exposure for your business.

Quebec 2016

Cigna's incentive trip to Quebec, June 9–13, 2016, for production February 1, 2015, through February 29, 2016.

Debra Schmidt

Debra Schmidt is an Associate Marketing Consultant specializing in aiding agents to find annuity solutions for their clients.

Voice Signature

Clients without email or who are more comfortable on the phone can sign their applications with their voice.

Jared Baker, RICP®

With 15 years of industry experience and counting, Jared has the knowledge it takes to develop financial planning strategies that help advisors grow their business and proved well-rounded support for their clients.

Jack Calderon

Jack Calderon has experienced the insurance and financial services industry from just about every angle over the last 20 years.

LTC Planning Process Interview 1

LTC Planning Process 1st Interview Document

Dental Insurance

SMS agents have successfully sold dental insurance after Med Supp appointments, and used dental insurance sales to open the door to sell additional products.

Marilyn Cunard

Marilyn works with several of our carriers as a Contracting Coordinator. She began her insurance career right here at SMS more than three years ago.