Educational seminars are one of the most effective lead-generation tactics in the market today. Whatever your business size or experience level, you can start turning prospects into a steady stream of clients using Client Stream seminars, only available through Senior Market Sales® (SMS). As an industry leader for nearly four decades, SMS has developed the content and processes for seminars proven to grow insurance and financial planning professionals’ businesses, with the technology suite and follow-up support at whatever level you need.

Seminar Topics

SMS provides the seminar script, presentation and marketing programs on topics proven to resonate with pre-retirees and retirees:

  • Social Security planning
  • Long-term care planning
  • Understanding Medicare
  • Taxes in retirement
  • Understanding annuities
  • Core retirement decisions

Service Tiers

SMS can provide event support at levels ranging from a mostly do-it-yourself option to a full-service, turnkey solution. The seminar materials — script, presentation and marketing programs — are included in all tiers.

Do Seminars Right

From marketing to execution, Client Stream seminars are designed to do more than attract prospects — they’re designed to convert leads to lifelong clients who refer friends and family. That steady stream of clients provides your business stability, sustainability and growth. Client Stream seminars deliver the exceptional experience that today’s highly discerning consumer demands. Plus, when you partner with SMS for Client Stream seminars, you gain access to SMS’ signature support, extending the exceptional customer experience through all your interactions with clients. Partner with SMS today to find the prospects who will power a steady stream of clients to grow your business.

To discuss seminars or other Client Stream lead-generating programs, call SMS today at: 1.800.786.5566



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