About Client Stream

The Client Stream lead program from Senior Market Sales® (SMS) provides qualified prospects to you. In a constant, steady stream. For sustained, long-term growth.

The result? When the time and energy you spend finding leads can instead go into what you do best – helping clients – your business will grow.

Available to SMS-contracted agents at no cost, Client Stream makes prospecting easier so you can focus on serving clients and growing your business. The name says it all – Client Stream gives you a steady stream of clients.

How Client Stream Works

Client Stream attracts clients with client-facing materials and workshops on topics that resonate with pre-retirees and retirees.

Whatever your specialty, the Client Stream library of marketing materials will work to attract qualified leads – prospects who need your services and may be actively looking for solutions.


Educational Workshops

Educational workshops, also called seminars, are the flagship of the Client Stream lead program due to their proven effectiveness. Whether conducted virtually or in-person, the workshops attract clients because they are educational, not salesy, on topics that your target client wants to learn about:

The presentations explain complicated issues simply while still highlighting the complexities – perfectly positioning you as the guide who can help them navigate the complex topic.

SMS can provide event support at levels ranging from a mostly do-it-yourself option to a full-service, turnkey solution. The workshop materials — script, presentation and marketing postcards, posters and social media messages — are included in all tiers.


Client-Facing Materials

Don’t want to make the plunge into workshops? Client Stream also has compliant client-facing materials such as flyers, letters, emails, social media posts and more that reach prospects and existing clients on various topics, including:

These Client Stream marketing materials can help you expand to other services, opening new income streams. For example, if you are looking for an easy-to-sell ancillary product, dental insurance is a needed and growing insurance among seniors. Start with one of Client Stream’s simple social media posts with a catchy “Did You Know” statistic and graphic about dental health. Or, if you’re a Medicare agent expanding to financial services, send the Client Stream letter offering a free portfolio review to your existing clients. The letter is written and ready for you to customize and send.

How to Get Free Lead-Generating Marketing Materials

SMS developed the Client Stream lead-generation program to help you grow your business and help your clients achieve successful retirement.

Client Stream materials are free to all SMS-contracted agents. If you are not contracted with SMS, request a contract online, or call 1.800.786.5566 to speak with a marketing consultant.

Already an SMS-contracted agent? Call your marketing consultant to get access to the Client Stream materials: 1.800.786.5566.