Big changes are ahead for retirement savers and the insurance and retirement planning professionals who help them. Learn about the changes impacting clients and the opportunities in the sweeping Secure Act 2.0 retirement reforms.
In a world where so many insurance professionals offer the same products and services as everyone else, it’s important to uncover avenues that help your practice stand out. This article focuses on just two ways that Senior Market Sales® (SMS) encourages practice differentiation for increased client loyalty and greater sales potential.
Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired The Buckley Insurance Group, LLC, a successful family-owned senior health and wealth planning agency licensed in 37 states and serving a strong client base in the tristate area of New York, New Jersey and Connecticut.
Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations, has acquired a family of full-service insurance businesses in Ohio spanning three generations of the Vic Gerber Sr. family.
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?
73,000+ 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