The Best Tools and Services for Your Clients’ Best Retirement

Position clients and your business for success with SMS Financial Solutions’ expansive support — everything from leads to expert teams working behind the scenes for you. 

Financial Solutions With Marketing and Tools to Grow Your Business
SMS Financial Solutions

A Powerhouse of Support for Comprehensive Planning

Manage all pieces of a client’s retirement with ease and confidence by partnering with SMS Financial Solutions. Stand out from the competition with proven marketing strategies, and guide clients through every step of the retirement journey with tools and services that maximize your time and let you focus on building meaningful client relationships and business growth.

Let’s Talk

Get More. Achieve More.

More Support

Get every tool and service you need to meet all of your client’s retirement needs in one place — convenient for you and them. 

More Value

Attract prospects and improve client satisfaction, results and retention with compliant educational materials and reports.

More Growth

Experience the fulfillment of delivering your clients the retirement of their dreams while also achieving the business of your dreams.

SMS Helps Financial Professionals Grow Their Business

Who We Help

SMS Financial Solutions serves insurance and financial professionals who strive to grow their practices and take a comprehensive, client-first approach to retirement planning. This dedication to holistic planning has led SMS to innovate ways for a wide diversity of professionals to find health and wealth support.

Complete Retirement Planning Resources in One Place

Marketing and Lead Generation

Rise above the noise to capture prospects' attention and convert them to clients.

Business Development

Thrive in a competitive environment by evolving your business model, expanding into new markets or refining your current offerings.

Technology

Work faster and serve more people with free access to proprietary software that delivers tangible reports that spark client action.

Concierge-Level Service

Get an entire team of hard-working specialists who support every aspect of your business.

Top-Rated Carriers

Athene
Corebridge Financial
John Hancock
Mutual of Omaha
Nationwide
North American
Minnesota Life

Deep Product and Planning Expertise to Guide You

1

Assigned Point Person

You get a dedicated marketing consultant to connect you with what you need.
6

Steps

Your marketing consultant follows a six-step process to make sure we’re doing everything possible to support your success.
40 +

Years in the Industry

You benefit from more than four decades of institutional experience and the incalculable collective brain bank of hundreds of employees.
Partner with SMS to Revolutionize Retirement Planning

Ready to Revolutionize Retirement Planning?

When retirement planning is easier, more efficient and clearer for you, it becomes more accessible, convenient and approachable for the millions facing today’s retirement crisis. Partner with a company dedicated to helping you reach more people and improve the client experience — because when you do what’s best for the client, you achieve more.

Financial advisor in the office
Medicare BackOffice

Help Clients Address Medical Costs in Retirement

Failing to account for the ever-growing costs of health care in retirement can derail a client’s entire financial plan. But what do you do if you’re not a Medicare expert? Refer them to trusted professionals who can help them enroll in Medicare and manage their plans annually — while keeping you in the loop. We only do Medicare, leaving you as the go-to for everything else.

Explore Upcoming Events

xxxx_WEB_SMS_ancillary-series-webinar-page-banner-2

Ancillary Series Phase II: NCD

Webinar | June 16, 2026 11:00 AM Central Time Zone

 Medicare doesn’t cover most dental procedures — creating an important opportunity for agents to provide valuable protection and peace of mind.

Register Event Info
Man presenting an infographic

Exclusive FIA Launch with Annexus

Webinar | June 17, 2026 01:00 PM Central Time Zone

Join this live webinar to learn more about this exclusive FIA launch from Annexus.

Register Event Info
xxxx_WEB_SMS_ancillary-series-webinar-page-banner-2

Ancillary Series Phase II: Ameritas

Webinar | July 14, 2026 11:00 AM Central Time Zone

 Don’t miss potential sales while leaving gaps in your clients’ health coverage. Learn proven strategies to strengthen your portfolio and better serve your clients’ needs.

Register Event Info
man at desk

North American Secure Horizon FIA Suite

Webinar | June 24, 2026 10:00 AM Central Time Zone

Join this webinar, hosted by Annexus, to learn more about the North American Secure Horizon Fixed Index Annuity Suite.

Register Event Info
xxxx_WEB_SMS_ancillary-series-webinar-page-banner-2

Ancillary Series Phase II: Assurity

Webinar | June 30, 2026 11:00 AM Central Time Zone

Discover how comprehensive ancillary coverage from Assurity can strengthen client relationships while increasing your sales opportunity. Join this informative webinar to explore protection options...

Register Event Info
SMS Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | July 8, 2026 10:00 AM Central Time Zone

The Medicare enrollment landscape continues to change, and staying efficient is more important than ever. Join Senior Market Sales® (SMS) for an exclusive webinar showcasing complimentary tools and...

Register Event Info
Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | August 12, 2026 10:00 AM Central Time Zone

Inefficiency and inaccuracy can hinder the Medicare enrollment process. But with tech from Senior Market Sales® (SMS), you’ll have the tools to succeed. Get paid when clients self-enroll.* Present...

Register Event Info
SMS Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | September 9, 2026 10:00 AM Central Time Zone

 In today’s fast-paced Medicare-enrollment environment, leveraging the right technology can make all the difference. Join this webinar, courtesy of Senior Market Sales® (SMS), and discover exclusive...

Register Event Info
Man with a microphone

Policy Risk is Retirement Risk: Strategies for a More Resilient Retirement Plan

Webinar | June 25, 2026 10:00 AM Central Time Zone

 Policy risk is quickly becoming retirement risk. Join this exclusive Senior Market Sales® (SMS) webinar to explore viable strategies for helping advisors build more resilient retirement plans in a...

Register Event Info
↑