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Medicare Solutions Products

When it comes to knowledge and experience, no other insurance marketing organization has more. Over the last three decades we’ve built a reputation as the industry’s premier Medicare solutions provider.

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.

Medicare Supplement QuickQuote

Get instant quotes for multiple plans from multiple carriers.

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.

Data Security Resources Cheat Sheet

Data Security Resources Cheat Sheet

Cigna-HealthSpring Code of Conduct

Cigna code of ethics and principles of conduct

Humana Code of Conduct

Humana principles of business ethics for health care providers and business partners.

2020 Aetna Enrollment Instructions for MA/MAPD

Enrollment Instructions for 2020 MA/MAPD for Aetna

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.

Chris McDonald

Chris became interested in insurance marketing while selling travel insurance and working toward his bachelor's degree in business management from the University of Nebraska-Lincoln. After joining SMS, he quickly moved up the ranks to provide expert annuity marketing advice to agents.

Mike McFadden

Mike is a seasoned business leader with over 24 years of demonstrated success in building sales capabilities and executing on strategic plans that deliver production results in the brokerage distribution system. He began his insurance industry career as Director of Marketing Services with Kemper Life.

Terry Meyer

Terry is able to help agents develop marketing plans, identify lead sources and utilize electronic tools. He also provides orientation and education in the Medicare senior market.

D.J. Mormile

D.J. is a Regional Vice President for Genworth and has worked with investments and insurance for more than 19 years. After seeing his family deal with a lengthy extended health care event, he joined the Genworth team in 2003, and is focused on helping his partners with LTC planning concepts.