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Medicare and Financial Solutions Training for Agents


The SMS Learning Academy provides on-demand training to help agents build confidence, strengthen client conversations, and increase production.

Learning Academy is available at no cost through your MySMS account. Create an account or log in to access the training.

Turn Training Into Growth

  • Increase annuity, Medicare Solutions, long-term care, and ancillary production
  • Build stronger client relationships
  • Generate more referrals from satisfied clients
  • Gain practical strategies across multiple product lines 

Whether you are new to the industry or highly experienced, the SMS Learning Academy delivers real-world education to help elevate your production and stay competitive. 

Training You’ll Find in the Learning Academy


Ancillary Training

Rebound from lost commissions by offering dental, vision, hearing and more

Annuity Training

Short, practical videos for those starting out or needing a reset

LTC Training

Designed to help confidently navigate long-term care solutions

Master Class Series

Webinars on retirement planning, client engagement, market trends and more

Instant Downloads

Useful guides, checklists and whitepapers to power your practice

Life Insurance Training

Coming soon!
Agent Using Learning Academy on a Laptop

With the Learning Academy, You Will Discover How To:

  • Know what to sell and how to position it in client conversations
  • Turn product knowledge into submitted applications
  • Move from product selection to signed business
  • Use simple strategies to improve efficiency and production

In addition to video training, you’ll gain access to a variety of complementary tools and educational resources designed to support client conversations and deepen your product knowledge.

Learning Academy is available at no cost through your MySMS account. Don’t have a MySMS account? Get one now

A Look Inside the Learning Academy

Introduction to Annuities
LTC: Levels of Care
Introduction to MYGAs
LTC: The Cost of Waiting
Roth Conversions
LTC: Impact on Family and Caregivers
One Big Beautiful Bill Act (OBBBA)
Cost of LTC Care