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June 4 - 7, 2018 | Omaha, NE

Learn | Connect | Grow

The Sales Forum Is Bolder and Better

We’ve amped up the Sales Forum in 2018 so that you’ll leave more empowered than ever before to help more clients and take your income to the next level. Discover new opportunities to bridge the gap between health and wealth, gain the latest insights from top Medicare and financial solutions experts and see firsthand the technology and services only available through Senior Market Sales® and our partners.

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Keynote Speakers

You'll hear from keynote speakers from the financial industry and the Medicare industry, including Janet Trautwein, executive vice president and chief executive officer of the National Association of Health Underwriter (NAHU) in Washington, D.C. and Joe Ross, vice president of AIG Life and Retirement, who has more than 34 years of experience in life insurance and financial planning.

See All Speakers Here

Joe Ross

Vice President for AIG Life and Retirement

Joe Ross is the Vice President, Sales Productivity and Business Development, Life Insurance for AIG Life and Retirement. He develops and delivers sales concepts and strategies that help agents and advisors. Read More

Janet Trautwein

Chief Executive Officer of the National Association of Health Underwriters

Janet Trautwein is the Chief Executive Officer of the National Association of Health Underwriters. Her health policy expertise has made her a nationally known speaker who has testified before Congress on health insurance issues. Read More


Build your own agenda from the Medicare or financial solutions track designed to focus on your specific business needs. Or follow our holistic SMS360 path designed with the health and wealth message in mind.

Medicare Solutions

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

Financial Solutions

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


This track will highlight ways for 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 will be the home of the 2018 Senior Market Sales, 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 4, 5 and 6. 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 2018 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 4, 5 and 6. Please reserve your room during the online registration process.

Temperatures can range from lows in the 60s and highs in mid-to-upper 80s.

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 4th and dinner events on the 5th and 6th. 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

Mutual Of Omaha

Gold Sponsors

Medico Insurance Company

Silver Sponsors

Genworth Financial
Minnisota Life

Service Sponsors

Agent Methods
CSG Actuarial
Info Free
Kramer Leads
Oak Street Health
Target Leads
White Glove Workshops

Interested in becoming a sponsor?

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We can't wait to see you!

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Sales Forum is available to qualifying SMS producers. Contact us with any questions you have at 800-786-5566.