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Serve Every Client Need:
The Definitive Health and Wealth Platform Is Here

Give clients more choices with the most comprehensive insurance and investment platform in the industry, so they thrive – and so will your business.

Solutions for Every Retirement Need and Beyond


Med Solutions

Connect clients to top-rated health solutions that fit your clients' unique needs, including products only available through Senior Market Sales® (SMS).

Financial Solutions

Offer an expansive menu of the nation’s top annuities and life, final expense and long-term care insurance solutions. 

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A World of Exclusive Opportunities Awaits

Whether your primary focus is health, wealth, or a mix, you gain access to opportunities in both worlds when you work with SMS. Our unique SMS 360 process will help you uncover opportunities in new markets and align the expertise, support and resources to help you capitalize.

 

Top Products, Top Carriers


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Blue Cross Blue Shield of Illinois

Blue Cross Blue Shield of Montana

Blue Cross Blue Shield of New Mexico

Blue Cross Blue Shield of Oklahoma

Blue Cross Blue Shield of Texas

Blue Shield of California

Cigna

Cincinnati Life Insurance Company

Clear Spring Health

Columbus Life

Corebridge Financial

Devoted

Elevance Health

Fidelity & Guaranty Life (F&G)

Get Started With Your Free Consultation

Explore how you can serve all your clients’ health and wealth needs and grow your business.