News and Updates


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Case Management

Our case managers do the legwork once the app is submitted, making sure monies get transferred and you get paid.

Pre-Underwriting

We will pre-underwrite your LTC cases early in the process to ensure you find the right solution for your clients and avoid declines whenever possible.

Hierarchy Protection

SMS is the leader in protecting your agents. Our business is based on trust, and we protect your hierarchy with built-in technology safeguards to prevent communication to your downlines.

Production Reports

We send you weekly, monthly or ad hoc reports showing your agents' production.

Private-Labeled Tools and Software

Get private-labeled access to our industry-leading tools and software, including Lead Advantage Pro®.

Private-Labeled Online Contracting System

Get your agents appointed quickly and easily with a private-labeled online contracting system.

CMS Final Rule Outlining Policy and Regulatory Revisions for the 2023 Plan Year

On 2/9/2022, the Centers for Medicare & Medicaid Services (CMS) released the CMS Medicare Communications and Marketing Guidelines (MCMG). This bulletin breaks down what it means and the additional steps you will need to take as an agent. Contracted agents will have access to complaint assets that can be used to advertise to clients. 

Annexus

Annexus is the company behind innovative fixed indexed annuity products and is the powerful distribution force responsible for more than $11 billion in annuity sales.

NAHU Membership Application

NAHU Membership Application

Michael Haremza

Originally looking for a way to supplement his income while teaching, Michael turned his attention toward the insurance industry. 

Federal Life Insurance Company

Federal Life Insurance Company offers a full line of competitive Medicare Supplement coverage.

Joey Loth

Twenty years in New Home Sales was losing its spark, so Joey made a change and went to work for a large agency in Omaha specializing in Medicare and the senior market.

Marilyn Cunard

With more than six years of experience in contracting, Marilyn has the expertise to efficiently navigate agents through the contracting process. She began her career as a Contracting Associate and through persistence, leadership, and attention to detail has advanced to the position of Contracting Coordinator.

12-4-2 Principle

Learn how a structure of 12 scheduled contacts per year, four comprehensive reviews and two mandatory face-to-face meetings can lead to high client satisfaction and engagement.