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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
91 resources

Top Medicare Lead Platform Expands into Dental and Final Expense Markets

One of the best Medicare lead acquisition platforms, just expanded to include final expense and dental! With the strength of that triangle, you can’t...

Learn How You Can Benefit From This Powerlifting Lead Platform in 2023

This live webinar will show how the exclusive Client Stream® Lead Exchange platform gets you warm leads, when you want them and at competitive prices.

How to Expand Medicare Sales Potential Without Spending Additional Money

Reach clients in 2023 that were simply out of reach last year, and do it without spending any additional marketing funds. How? Senior Market Sales...

Life After AEP

The weeks and months after the Annual Election Period (AEP) can be a welcome respite, but what if you used this time to sell a needed product to the...

Secure Act 2.0

Are you prepared for the sweeping changes of Secure 2.0? The Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act of 2022, which...

Turn Your Big Thoughts Into Top Results in 2023

Don’t just dream of bigger success for your business in the coming year – make it happen.

The Rise of the Fixed Indexed Annuity

The fixed indexed annuity (FIA) is thriving. Even with a sales dip early in the COVID-19 pandemic FIAs regained momentum, and industry experts...

Social Security Webinars to Build Your Business

Learn how to grow your business and help your clients with these on-demand webinars.

CirrusView Report Sample

Get the reports that can help you stand out from the competition.

Client-Facing Resources for Life Insurance Awareness Month

Resources curated from Life Happens to help you show the value of life insurance to clients.

The Retirement Tax Time Bomb is Ticking

Show your clients how to keep more of their money in retirement through savvy tax-efficient planning that also will grow your business.

Start Cutting RMDs Using the Saw-Tooth Strategy

Learn about this unique crediting strategy that can reduce RMDs.

8 Tips for a Lead-Generating Seminar

Educational seminars can be a powerful prospecting tactic — but only if done well.

Annuity Sales Kit

Learn how to successfully start the conversation and position the solution to your clients.

Annuity Planning Kit

Learn how annuities can solve your clients’ retirement challenges.