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Financial Solutions

SMS pioneered the patent-pending retirement planning tools and processes that now lead the industry. See how we help advisors like you. See why SMS is the leader in retirement income planning innovation.

Hospital Indemnity

Help your clients protect their savings and offset the cost of deductibles, co-pays, and other expenses incurred but not covered by other insurance plans.

Canada

Canada

Sales Forum Videos (Previously Recorded)

The Sales Forum features a combination of main stage and breakout session content delivered by industry experts, top producers and representatives from our carrier sponsors. The content focuses on sales concepts, case studies, and best practices to help you sell more.

Agent Initiated Consumer Online Enrollment – AICOE®

Learn how to facilitate online Medicare Advantage and Part D enrollments using Agent Initiated Consumer Online Enrollment. This technology is proprietary to Senior Market Sales and only available in Lead Advantage.

Annuity Rate Watch Database

Search for up-to-date rates and fees on more than one thousand annuities so you can compare and find the best products to meet your clients' needs.

Medicare Plan Options: Plan N vs. Plan F

When purchasing a Medicare health plan, we all agree beneficiaries are best served working with an agent to determine what product best meets their needs.

Medicare Supplement QuickQuote

Get instant quotes for multiple plans from multiple carriers.

Whitney Gramlich

Whitney has been in the financial services industry over 14 years. She joined American Equity in 2014 as Marketing Phone Specialist, and was named Field Marketing Specialist for the North Central and Northwest Regions in 2015.

Rob Heins

Rob has worked with National Guardian Life Insurance Company (NGL) for over 10 years. It makes sense that in that amount of time, he has spent time in various departments throughout the company.

Lance R. Larsen, CLU, ChFC, LLIF

Lance Larsen, CLU, ChFC, LLIF, is a Key Accounts Manager for Transamerica’s Brokerage Channel based out of Cedar Rapids, Iowa. Lance is a 20+ year veteran of the financial services industry, joining Transamerica in 2007.

Randy Johnson

Randy has 32 years of experience in the industry, 26 of which were spent in the field. Owning his own financial business gave him a lot of experience and makes him a great source of knowledge. He also earned his CFP* designation and was certified as a METDESK agent while with New England Financial.