June 1 - 4, 2020 | Omaha, NE

Learn | Connect | Grow

Sales Forum 2019: Connect

The 2019 Sales Forum was one for the record books, drawing an all-time high of first-time attendees. An impressive 140 first-timers joined 142 insurance agents and financial advisors from across the country who make the annual pilgrimage to the exclusive Senior Market Sales® event. In its eighth year, the Sales Forum featured a powerhouse lineup of keynote speakers and exclusive content that addressed how today’s hyper-connected consumers are elevating the importance of the customer experience. Attendees left with new knowledge on how to connect this new consumer to an exceptional experience and the right solutions. And they also made lifetime connections with producers from across the country and the SMS staff who support them daily.

Watch the Recap Now

Keynote Speakers

Sales Forum keynote speakers address the economic trends, consumer insights and practical advice that will help you grow your business.

The 2019 Sales Forum featured its most powerful lineup of keynote speakers yet:

Peter Shankman

American Entrepreneur and Author

Peter Shankman, best-selling author and one of the most sought-after speakers on customer experience and the new and emerging customer economy, spoke on why the economy of the next 50 years will be run by customer service.

Steve Phillips

CEO at The Advisor Protocol

CEO at The Advisor Protocol, an in-demand practice management consultancy in the financial services industry, shared real-world ways to elevate the customer experience so that your customers become your biggest advocates.

Roger Ibbotson

Professor in the Practice Emeritus of Finance at Yale School of Management

The economist known for the iconic 'Stock, Bonds, Bills, and Inflation' (SBBI®) chart that became the industry standard performance data reference, shared his ground-breaking research that fixed-indexed annuities (FIAs) may be an attractive alternative to traditional fixed income like bonds — a conclusion that has revived interest of and shed new respect on FIAs.

Medicare Solutions

You can grow your business by addressing the insurance needs Medicare clients have as they transition to retirement. Hint: It's more than Medicare.

Financial Solutions

Learn how to take your financial planning practice to the next level by making sure you are using the right processes and tools for success.


Our consultants can help you to take a 360-degree view of your practice and implement turnkey programs that will fuel game-changing growth in your business.

Downtown Capitol District

The Omaha Marriott was the home of the 2019 Sales Forum. Nestled in the heart of the Capitol District, this luxurious downtown Omaha hotel is an urban destination with beautiful suites, upscale amenities and more.

The Omaha Marriott


The Sales Forum is only available to SMS agents who meet certain production requirements. To find out if you qualify, talk to your SMS marketer or request an invite here. If you do qualify, you will receive an email with a link to CVent to officially register for the event.

The training is free to attend and we'll pay for your stay! Senior Market Sales will cover your hotel costs for the nights of June 3, 4 and 5. Nights outside of those dates will be at the agent's own expense. A travel cost reimbursement will be available to agents who meet production requirements.

The 2019 SMS Sales Forum will be held at the new Marriott Omaha Downtown Capitol District. If you are coming from out of town, Senior Market Sales will pay for your room for the nights of June 3, 4 and 5. Please reserve your room during the online registration process.

Temperatures in June can range from lows in the 70s and highs in mid-to-upper 90s. It's Nebraska where anything can happen.

Attire for the Sales Forum is Business Casual

Travel reimbursement is available for SMS Sales Forum attendees who meet certain production requirements following the Sales Forum. Details here

In an effort to bring you as much educational content as possible and make the best use of everyone's time, we are not scheduling any trips to the SMS headquarters in the agenda.

Sales Forum concludes the week before the College World Series begins. SMS is not planning any event or activities to correspond with the CWS. If you want to stay to catch a game or just sample some more of what Omaha has to offer, it's important to act quickly to reserve a hotel room. The opening weekend of the NCAA's College World Series is one of the city's premiere events, and hotels sell out months in advance.

In addition to the training during the day, SMS will host a cocktail reception on Monday the 3th and dinner events on the 4th and 5th. Other than that, you are free to explore the city. The Marriott Downtown Omaha is in the heart of the new Capitol Entertainment District. Omaha is home to one of the nation's top zoos, and other top-ranked museums, restaurants and tourist attractions.
The Capitol District
Omaha's Henry Doorly Zoo and Aquarium
The Old Market - Omaha's Arts & Entertainment District
See More at VistOmaha.com

Thank you to our sponsors

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Bronze Level

Gerber Life Insurance
North American

Wi-fi Sponsor


The Countdown Has Started

Join us June 1-4, 2020! Call your marketer at 1.800.786.5566 and request a review to see if you will qualify.

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