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Resource Library

Senior Market Sales® (SMS) is dedicated to helping agents leverage time, make more money and put their business in a position of distinction.


Content Type
57 resources

Sales Forum Recap Videos

Quick recaps of some of the exciting events from previous Sales Forums.

Monument Benefits Launch

Monument Benefits is the ultimate connector of all players in the 403(b) space – the missing link that connects all the entities and solves all three...

Grow Omaha Radio Show Features John Haver, Senior VP of Senior Market Sales

John Haver and the hosts of Grow Omaha talk about the company's history, culture and future.

Medicare Insurance Direct®: Client-Facing Technology

Whether your clients prefer to enroll online, over the phone, via text or in person, Medicare Insurance Direct® (MID) has you covered. Even if...

New To Medicare Tutorial Series

Baby boomers are entering Medicare eligibility in droves and are looking for agents with knowledge in this area. That is why SMS developed the New to...

Attract Baby Boomer Clients With The Universal Language of Social Security

This webinar will cover: Who’s eligible for Social Security and how benefits are calculated, claiming strategies for single beneficiaries and married...

Social Security Strategies for Divorced and Widowed Clients

This webinar will cover: What is the Social Security earnings test and why it matters, spousal and survivor benefits that may be available to...

Social Security Strategies for Public Employees and Survivors

This webinar will cover: Which government employees may and may not be eligible for Social Security? Provisions that can reduce Social Security...

Lead Advantage Pro Guide

Download this guide to see the benefits of using Lead Advantage Pro.

E&O Insurance

SMS' exclusive Group E&O programs offers the lowest rates in the industry for noncaptive agents. Agents can customize their plan.

Social Security Video Training

In this three-part webinar series, President of Premier Social Security Consulting, Marc Kiner, will guide you through how to ask clients the right...

Lead Advantage Pro Training

SMS has created a tutorial video library collection, which focuses on the user-friendliness and versatility of the Lead Advantage Pro platform. The...