<img height="1" width="1" src="https://www.facebook.com/tr?id=1463845093629309&amp;ev=PageView&amp;noscript=1">

Build Your Ultimate Health and Wealth Portfolio

Our national product portfolio allows agents and advisors to contract with top-rated and proprietary insurance carriers.

Solutions for Every Retirement Need and Beyond


SMS is the only FMO that is world-class in both health and wealth. This holistic platform means agents can serve every client need conveniently in one place, with holistic planning that earns their trust and their business for life.

Top Health Products

Medicare Supplement
Medicare Advantage
Part D
Ancillary
Under-65 health including ACA and ancillary health coverages

Top Wealth Products

Annuities
Multi-year guaranteed annuities (MYGAs)
Life
Final expense
Long-term care

Top Products, Top Carriers


FILTERS

Product Category
75 results
Accendo / CVS Health

Accendo / CVS Health

Aetna

Aetna

ACE Medicare Supplement

ACE

Aflac

Aflac

Allianz

Allianz

Allstate Health Solutions

Allstate Health Solutions

American Equity

American Equity

American National

American National

Americo

Americo

Amerigroup

Amerigroup

Ameritas

Ameritas

Assurity

Assurity

Athene Annexus

Athene Annexus

Atrio

Atrio

Baltimore Life

Baltimore Life

Blue Cross Blue Shield of Illinois

Blue Cross Blue Shield of Illinois

Blue Cross Blue Shield of Montana

Blue Cross Blue Shield of Montana

Blue Cross Blue Shield of New Mexico

Blue Cross Blue Shield of New Mexico

Blue Cross Blue Shield of Oklahoma

Blue Cross Blue Shield of Oklahoma

Blue Cross Blue Shield of Texas

Blue Cross Blue Shield of Texas

Blue Shield of California

Blue Shield of California

Cigna

Cigna

Cincinnati Life Insurance Company

Cincinnati Life Insurance Company

Clear Spring Health

Clear Spring Health

Columbus Life

Columbus Life

Corebridge Financial

Corebridge Financial

Devoted

Devoted

Elevance Health

Elevance Health

EquiTrust

EquiTrust

Fidelity & Guaranty Life (F&G)

Fidelity & Guaranty Life (F&G)

Foresters Financial

Foresters Financial

Great American

Great American

Global Atlantic

Global Atlantic

Guarantee Trust Life

Guarantee Trust Life

Guaranty Income Life Insurance Company

Guaranty Income Life Insurance Company

Humana

Humana

John Hancock

John Hancock

Liberty Bankers Life

Liberty Bankers Life

Lincoln Financial Group

Lincoln Financial Group

MassMutual

MassMutual

Minnesota Life

Minnesota Life

Mutual of Omaha

Mutual of Omaha

Nassau

Nassau

National Guardian Life

National Guardian Life

National Life Group

National Life Group

National Western Life

National Western Life

Nationwide

Nationwide

NCD

NCD

North American

North American

Oceanview

Oceanview

OneAmerica

OneAmerica

Oxford Life

Oxford Life

Pacific Life

Pacific Life

Physicians Mutual

Physicians Mutual

Principal

Principal

Protective Life

Protective Life

Prudential

Prudential

Reliance Standard Life

Reliance Standard Life

Sagicor Life

Sagicor Life

SBLI

SBLI

Securian Financial

Securian Financial

Select Health

Select Health

SILAC

SILAC

Symetra

Symetra

Transamerica

Transamerica

Thrivent

Thrivent

UnitedHealthcare®

UnitedHealthcare®

United of Omaha

United of Omaha

Wellabe

Wellabe

Wellcare

Wellcare

WoodmenLife

WoodmenLife

Zing Health

Zing Health

Every Client Need Covered


SMS offers additional distribution channels that provide our agents and advisors more ways to expand their businesses and to serve their clients’ every need.

Sequent Planning

Investment Management
Sequent PlanningTM is SMS’ wholly owned Registered Investment Adviser. Producers can refer clients to a network of financial advisors who can design holistic retirement plans, or expand their own businesses by accessing tools, education and support to become or add an investment advisor representative.

Travel Insurance Center

Travel Insurance
Agents and advisors can help clients get the protection they need when traveling simply by referring clients to the experts at Travel Insurance Center®. Producers earn referral fees for purchased policies.

Medicare BackOffice

Medicare Referral Service
Professionals who don’t sell Medicare or under-65 individual health plans or aren’t registered in a state where a client resides can refer clients to Medicare BackOffice®. The licensed insurance agents can help clients enroll in Medicare or ACA Marketplace plans. Producers earn referral fees for purchased policies.

Get Started With Your Free Consultation

Explore how you can serve all your clients’ health and wealth needs and grow your business.