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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
90 resources

The Journey: Showing Clients the Way, Not Just Returns

Get the guide that explains how refining your process will generate ideal clients who understand your value and fuel your business.

LTC Planning Kit

The road map to protect your clients' retirement and their families' well-being.

Ultimate Guide to Virtual Workshops

Get step-by-step guidance on running an educational workshop virtually, from video platform selection to event follow-up. 

New Holistic Retirement eBook

A direct-to-consumer marketing eBook that educates prospects and clients on how retirement plans are not optimized for long-term success in all the...

Roth Conversion Guide

Show your unique value to clients with tax techniques that transition money from a traditional retirement account into a Roth IRA — moves that can...

SMS Technology Tour: Med Solutions Technology Advantage

Learn about online quoting, enrollment and contact management tools that will help your business.

Sales Forum 2023 Recap Videos

Watch quick recaps of just some of the exciting events that happened at Sales Forum in 2023.

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...

20 Places to Find New Business

Stop prospecting on the fly, and start working with a focused intentionality that drives success. In this rapid-fire webinar, you’ll learn 20 places...

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...

Quick Start With Medicare Insurance Direct®

SMS keeps you prepared in a variety of situations with Medicare Insurance Direct® (MID).

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...