Build Your Ultimate Health and Wealth Portfolio

Our national product portfolio allows agents and advisors to contract with top-rated and proprietary insurance carriers.

Solutions for Every Retirement Need and Beyond


SMS is the only FMO that is world-class in both health and wealth. This holistic platform means agents can serve every client need conveniently in one place, with holistic planning that earns their trust and their business for life.

Top Health Products

Medicare Supplement
Medicare Advantage
Part D
Ancillary
Under-65 health including ACA and ancillary health coverages

Top Wealth Products

Annuities
Multi-year guaranteed annuities (MYGAs)
Life
Final expense
Long-term care

Top Products, Top Carriers


FILTERS

Product Category
American Equity

American Equity

American National

American National

Americo

Americo

Athene Annexus

Athene

Axonic Insurance

Axonic Insurance

Corebridge Financial

Corebridge Financial

EquiTrust

EquiTrust

Fidelity & Guaranty Life (F&G)

Fidelity & Guaranty Life (F&G)

Global Atlantic

Global Atlantic

Guaranty Income Life Insurance Company

Guaranty Income Life Insurance Company

Liberty Bankers Life

Liberty Bankers Life

Lincoln Financial Group

Lincoln Financial Group

MassMutual Ascend

MassMutual Ascend

National Life Group

National Life Group

North American

North American

Oceanview

Oceanview

Oxford Life

Oxford Life

Reliance Standard Life

Reliance Standard Life

Sagicor Life

Sagicor Life

SILAC

SILAC

United of Omaha

United of Omaha

Every Client Need Covered


SMS offers additional distribution channels that provide our agents and advisors more ways to expand their businesses and to serve their clients’ every need.

Sequent Planning

Investment Management
Sequent PlanningTM is SMS’ wholly owned Registered Investment Adviser. Producers can refer clients to a network of financial advisors who can design holistic retirement plans, or expand their own businesses by accessing tools, education and support to become or add an investment advisor representative.

Travel Insurance Center

Travel Insurance
Agents and advisors can help clients get the protection they need when traveling simply by referring clients to the experts at Travel Insurance Center®. Producers earn referral fees for purchased policies.

Medicare BackOffice

Medicare Referral Service
Professionals who don’t sell Medicare or under-65 individual health plans or aren’t registered in a state where a client resides can refer clients to Medicare BackOffice®. The licensed insurance agents can help clients enroll in Medicare or ACA Marketplace plans. Producers earn referral fees for purchased policies.

Get Started With Your Free Consultation

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

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