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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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Foresters Financial

Great American

Global Atlantic

Guarantee Trust Life

Guaranty Income Life Insurance Company

Humana

John Hancock

Liberty Bankers Life

Lincoln Financial Group

MassMutual

Minnesota Life

Mutual of Omaha

Nassau

National Guardian Life

Get Started With Your Free Consultation

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