Log In
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.
Medicare Supplement
Medicare Advantage
Part D
Ancillary
Under-65 health including ACA and ancillary health coverages
Annuities
Multi-year guaranteed annuities (MYGAs)
Life
Final expense
Long-term care
Top Products, Top Carriers
There are no results matching your filters. Try resetting or simplifying your search.
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.
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
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 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.