Building Solutions for Tomorrow’s Agent

SMS is dedicated to helping agents leverage time, make more money and put their business in a position of distinction.

Get Started Why SMS

Building Solutions for Tomorrow’s Agent

SMS is dedicated to helping agents and advisors leverage time, make more money and put their business in a position of distinction.

Get Started Why SMS

What’s New at Senior Market Sales


When You Can't Meet Face-to-Face With Clients: How Insurance and Financial Planning Professionals Can Survive in the Coronavirus Era

If your business is based on in-person workshops, walk-ins and face-to-face appointments, the novel coronavirus has forced you to reconsider how you do business. Senior Market Sales® (SMS) has the support to help you quickly pivot to taking all aspects of your practice online, so you can service clients and even reach new prospects.

Helping Clients Through the Coronavirus and Market Chaos

Despite all the uncertainties surrounding the coronavirus and its impact on the global economy, one thing is crystal clear: now is the time to demonstrate to clients your value as an insurance and financial planning professional.

The key is to prepare clients for volatility, help them keep a level head during the crisis and provide whatever useful information you can.

New To Medicare Tutorial Series

With baby boomers entering Medicare eligibility, the demand for experts in this field has increased. That’s why Senior Market Sales® (SMS) developed the exclusive New to Medicare tutorial series. With knowledge gained through these tutorials, agents can enter the lucrative Medicare markets with confidence, knowledge and viable client solutions.

The SECURE Act: Are You Ready?

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act. This bipartisan bill represents the most sweeping retirement reforms in over a decade and has a variety of provisions that will have an immediate and profound impact on both employer plans and individuals. Many of these changes will take effect on January 1, 2020, and will likely have a wide reaching impact on savers and retirees alike.

Training and Events Calendar

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Products

Connecting Health and Wealth

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.

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Connecting Health and Wealth

Technology

Save Time, Simplify Your Practice

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.

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Tech
Save Time, Simplify Your Practice

Leads and Marketing

Grow Your Practice

SMS offers both exclusive and industry-standard lead programs to keep you in front of new prospects. Our turnkey marketing programs give you the resources, processes and messaging you need to grow your business.

Lead Programs Marketing Programs

Income Architect

Finally. The tool you've been waiting for.


See It in Action

What People Are Saying About SMS


Agent Testimonial

“I believe what differentiates SMS most is the family-type atmosphere. Everybody that I’ve met at SMS is friendly and always going above and beyond.”

Dan in Michigan



Agent Testimonial

“They actually changed the way I do business — changed my life, for the better. They help me with carrier choices. They’ve pretty much become my back office, really letting me focus on sales, and I know they have my back in situations where I have things I can’t answer.”

Derick in New Jersey

Read more testimonials…