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Portal Instructions – Compliance Certification

Portal Instructions – Compliance Certification

Cybersecurity

Stay on top of the ever-evolving regulatory environment and avoiding the severe consequences of a data breach with these helpful tips and resources about cybersecurity. Login to SMS and download the Now York Agent Guide to Cybersecurity here.

Sean Pekarsky

Sean has moved up the ladder quickly since joining SMS in 2008.

Sakessa Moss

As a New Business Coordinator, Sakessa oversees the New Business – Medicare Solutions team, which processes Medicare Supplement, MA, and PDP applications. Her team is a huge asset for agents and SMS because they are the connecting points between agents and carriers.

LTC Case Study: Repositioning Lazy Assets for Retirement Protection for Individuals

In this case study, we show you how an individual can reposition lazy assets, or rainy day funds, to fund their long-term care needs.

Radio Ads

We've recorded several ads that you can run on your local radio for Ameritas dental insurance.

Telemarketed Leads

SMS producers are eligible for steep discounts and free lead credits from a variety of top-rated telemarketing lead vendors.

Total Social Security

Social Security is complex. Get 100% of what you need to build Social Security planning into your practice, including the industry's leading software, marketing resources, training and live support. 

Legacy Safeguard

Legacy Safeguard is a powerful final expense marketing tool perfect for Medicare Supplement agents.

Postseason Game Plan

Now that you’ve served your clients with their Medicare plans, follow up on another major need and help them leave a lasting legacy. Get your copy of the Postseason Game Plan.

Brandon Hughbanks

Brandon has sold travel insurance; international medical insurance; accidental death and dismemberment insurance; kidnap, ransom and extortion insurance; and defense base act insurance.

Alan Lightbody

Alan Lightbody has over 22 years experience working in the insurance industry with the last 12 here at Senior Market Sales in the Travel Insurance Division.

Tim Sorensen

Tim joined Senior Market Sales in 2018 in the Financial Solutions department as an Associate Marketing Consultant. Tim’s goal is to help assist and guide agents through obstacles so they can grow their business.

Direct Mail

SMS offers several turnkey, low-cost, self-service direct mail campaigns. Leads are available for all products lines from several leading vendors.