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


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.

3 Reasons to Conduct Educational Workshops in 2020

Several trends forecast to impact the insurance and financial planning industry in 2020 set the stage for educational workshops to be an even more successful lead generator than they already are. Check out these three reasons you should embrace educational workshops this year and how SMS can help.

Senior Market Sales (SMS) Recaps the 2020 Annual Election Period (AEP)

Vice President of Medicare Solutions at Senior Market Sales Dwane McFerrin, CLU®, CFP®, RHU®, CLTC, LLIF reflects on the 2020 AEP. He summarizes the recently completed AEP season in terms of trends, successes and challenges. He discusses how SMS helped agents write more AEP business. He provides input regarding his future outlook as well as upcoming resources and opportunities that SMS is planning for agents.

Find More AEP Sales Using a Unique Solution

As the 2020 Annual Election Period (AEP) season takes off, many agents are realizing that this year represents one of change. With more than 8 million seniors affected by disruptions in their prescription drug plans for 2020, agents’ phones are ringing off the hook. Plus, updates to Medicare.gov and the Plan Finder have left many agents searching for solutions to help them make the best recommendations to their clients. Fortunately, Senior Market Sales® (SMS) has developed solutions to these challenges.

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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.


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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

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