Adding ancillary products to your portfolio is a relatively easy way to expand your product offering and differentiate yourself from the competition. What are ancillary products? How can you use them to gain sales? This article strives to answer these questions.
When it comes to AEP, the best agents are those who make the most of each available hour. Senior Market Sales® (SMS) is here to help you boost AEP production opportunities with six tips for saving time, making more money and putting your business in a position of distinction.
Senior Market Sales® (SMS) has developed and released Client Stream® Lead Exchange, a revolutionary lead acquisition platform. With Client Stream Lead Exchange, participating agents are given the freedom to choose their price point, the type of leads they want and when they want to receive them.
As a local insurance agent specializing in Medicare, how can you capitalize on your local status? How can you demonstrate to prospects that your knowledge and in-person accessibility equates to a better experience than what one might find with national call centers? Senior Market Sales® (SMS) offers a viable solution.
Offering a comprehensive senior product portfolio, the industry’s best technology tools, outstanding service and proprietary marketing programs, we support every facet of an agent’s business.Why SMS?
72,000+ agents under contract
Top contracts with national, A-rated carriers
The industry’s best technology and tools
We offer real solutions that help you reach more prospects, get more referrals and, ultimately, grow your practice. Our consultative approach to helping our advisors means we let the problem dictate the solution.View carriers
Patent-pending retirement planning tools and processes
Multiple live and electronic training opportunities
Established and successful marketing programs
Many MGAs have found SMS to be the business partner to help them succeed. We offer full back-office support, including contracting, certification, supplies and new business status. Our credibility with carriers means you can turn to us to help resolve problems with clients and/or commissions. We do not recruit your agents nor use your client records for anything other than to support your efforts.
Incentive trips open to MGAs
Your own online contracting portal
Proprietary enrollment methods
SMS subsidiary Futurity First has the flexibility to meet the needs of advisors at every stage of their careers. With an unparalleled choice of product and investment solutions, Futurity advisors are able to provide independent planning strategies and recommendations to their clients.Request Information
20 branch offices throughout the U.S.
Proprietary marketing and lead programs
Unparalleled advisor support
Lucrative compensation plan
Health care and health insurance are no longer seen as separate from financial planning. More than any other company, Senior Market Sales is helping agents and advisors service their clients’ health and wealth needs in retirement.
Our software and tools are designed to help you manage and simplify your practice, save time, eliminate mistakes and make your business stand out among the crowd.
Dan in Michigan
Derick in New Jersey