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.
Medicare Supplement
Medicare Advantage
Part D
Ancillary
Under-65 health including ACA and ancillary health coverages
Annuities
Multi-year guaranteed annuities (MYGAs)
Life
Final expense
Long-term care
Top Products, Top Carriers
Aetna
ACE
Aflac
Allianz
Allstate Health Solutions
American Equity
American National
Americo
Amerigroup
Ameritas
Assurity
Athene Annexus
Atrio
Baltimore Life
Blue Cross Blue Shield of Illinois
Blue Cross Blue Shield of Montana
Blue Cross Blue Shield of New Mexico
Blue Cross Blue Shield of Oklahoma
Blue Cross Blue Shield of Texas
Blue Shield of California
Cigna
Cincinnati Life Insurance Company
Clear Spring Health
Columbus Life
Corebridge Financial
Devoted
Elevance Health
EquiTrust
Federal Life Insurance Company
Fidelity & Guaranty Life (F&G)
Foresters Financial
GPM Health & Life
Great American
Global Atlantic
Guarantee Trust Life
Guaranty Income Life Insurance Company
Humana
John Hancock
Liberty Bankers Life
Lincoln Financial Group
MassMutual
Minnesota Life
Mutual of Omaha
Nassau
National Guardian Life
National Life Group
National Western Life
Nationwide
NCD
North American
Oceanview
OneAmerica
Oxford Life
Pacific Life
Physicians Mutual
Principal
Protective Life
ProtectorPlus Dental
Prudential
Reliance Standard Life
Sagicor Life
SBLI
Securian Financial
Select Health
SILAC
Symetra
Transamerica
Thrivent
UnitedHealthcare®
United of Omaha
Wellabe
Wellcare
WoodmenLife
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.
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
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 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.