Experience the Senior Market Sales® (SMS) technology difference: tools that help you manage your business smoothly and take it beyond your expectations. Technology is a driving force in our service to you. That’s how we led the industry and why we’ll continue to.
How You’ll Transform Your Business With SMS Technology
Save Time
Work faster and avoid time-consuming tasks and mistakes, so you can see more clients to grow your business.
Show Your Value
Exceed expectations by showing clients how to save money, plan for the future and address concerns that your competition isn’t.
Grow Your Income
Avoid massive spending on external tech by using SMS’ no-cost tools, which then make you more money by increasing your value to clients.
Medicare Quoting and Enrollment Tools
Work with clients by text, tablet, desktop, phone or in person when you use SMS’ quoting and enrollment tools. Perform at your peak with the exclusive-to-SMS Lead Advantage Pro® platform, and see why thousands of top-selling agents swear by its ease of use, savvy integrations, quick quoting and other proprietary features.
Wow prospects and clients with tax-efficient income and risk management strategies identified only by the most advanced, powerful technology. The SMS technology suite simplifies the complicated but often-overlooked pieces of a sound retirement plan and makes your recommendations easy for clients to visualize and understand.
Easily Address Client Pain Points and Grow Your Business
When to file for Social Security
Identify claiming strategies that net the most money, and offer solutions for gaps where benefits may not meet income needs.
How to pay for health care in retirement
Manage costs annually by quoting affordable quality plans, and illustrate the need for solutions to meet long-term care costs.
How to find the best Medicare plan for the best price
Quote quickly and confidently from SMS’ wide menu of plans, including proprietary products from the nation’s top carriers.
How and when to take withdrawals to minimize loss to taxes
Show clients how their decisions can trigger higher taxes, and develop a tax-efficient withdrawal strategy.
How much money is needed to retire / when to retire / how to not outlive savings
Illustrate how life events and market events impact a client’s retirement plan so you can identify gaps and propose solutions.
How to leave money to children or charities
Show clients different income strategies and products that will help them leave the legacy they want.
Stay Ahead of Trends and Competitors
Gain a competitive edge: choose the only partner with the industry relationships, expertise, foresight and wherewithal to deliver tech solutions before others. Whether with integrations or originals, SMS is the proven leader with first-to-market solutions that keep you compliant, improve client service and grow your business.
Explore Upcoming Events
Technology Tour: Uncover How These Tools Can Propel Your Business
Webinar | Feb 5, 2025 10:00 AM Central Time Zone
Attend this presentation from Senior Market Sales® to discover the power of its exclusive technology suite, and why you should start using it today.
If you’re an annuity producer, then you need an accurate outlook regarding your industry in 2025. This webinar, presented by Senior Market Sales®(SMS), provides what you need to know.
2025 Industry Outlook for Life and Long-Term Care Agents
Webinar | Jan 30, 2025 11:00 AM Central Time Zone
If you’re a life or long-term care (LTC) insurance agent, then having an accurate outlook regarding your industry is paramount. This webinar, presented by Senior Market Sales® (SMS), provides...
Level Up Your Business: Why a Strong Web Presence Matters
Webinar | Jan 22, 2025 01:00 PM Central Time Zone
In today’s digital age, your online presence is often the first impression potential clients have of your business. Join us for this insightful webinar with AgentMethods Founder, Aaron Kassover, to...
In today’s evolving financial landscape, understanding life settlements can provide you with a unique edge in the market. Join Luke Ramsey, President of Evolved Life Settlements, who will share his...
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