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Showing results for: and wealth


Efficient Frontier Portfolio Calculator

This calculator takes complex forecasting scenarios and delivers simple, easy-to-digest examples to help clients understand their retirement income planning options.

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.

MyAnnexus.com

Access one of the industry’s most comprehensive sources of sales materials, education and tools to help build your practice.

Online Videos
We have hundreds of videos online to help you get up to speed on all of our products, technology and other resources.

Case Design

We help you analyze each client's unique situation to help find the right products and solutions to help them meet their goals.

Presentation Support

We give you the tools and coaching you need to give successful presentations to your clients.

Illustration Support

Find best-in-class fixed indexed annuity products to fit your clients' retirement needs by running illustrations and comparing income payouts and death benefits from multiple products side-by-side.

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 Online Contracting System

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

Life Insurance Quotes (iPipeline)

Get life insurance quotes through the industry-standard iPipeline quoting tools.

Online Forms Library

Our searchable forms library includes the ability to send pre-filled forms to your clients.
Login to MySMS to search iPipeline

Long-Term Care Quote (StrateCision)

The industry standard tool for quoting long-term care insurance.

Medicare Supplement QuickQuote

Get instant quotes for multiple plans from multiple carriers.