News & Updates


Showing results for: and wealth


Training Events

We provide many training events to help you stay up-to-date on the latest sales concepts, trends, and carrier and product information.
See upcoming training opportunities

CE Discounts

SMS has teamed with WebCE® and PreLicense.com® to bring you convenient online continuing education and licensing exam prep materials. Get high-quality content from industry experts at an unbeatable price.1
WebCE courses

New Business Processing

We ensure your applications are processed efficiently and accurately because we know the slightest error can bring the sales process to a halt. 

Compliance Alerts

We organize the increasing volume of required compliance communications from multiple carriers into one place. Includes compliance, bulletins, announcements and other insurance-related news regarding the senior market.

Quoting & Enrollment Tools

We provide a number of both proprietary and industry-standard quoting and enrollment tools to help you to easily enroll your clients in the best products.
Learn more about our quoting & enrollment tools

Secure Email

We provide agent access to a free secure email portal.
Learn more

Creative Services

Our in-house marketing and advertising department creates marketing pieces for general agent use and specific pieces for select producers.1

Supply Fulfillment

Our supply department supports agents by helping to locate and send correct forms and supplies needed to write business.

Why SMS for Medicare?

We offer quality products, lead programs and online tools across all lines of Medicare insurance.

Mobile Social Security Calculator

Start the Social Security conversation anywhere. The mobile Social Security calculator lets you show anyone in seconds what's at stake when electing Social Security.

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.

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.

Direct Mail

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