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
Help Clients Make Sense Out of Risk Control Indexes
Webinar | Mar 25, 2025 11:00 AM Central Time Zone
Do you know what risk control indexes are and how they work within fixed indexed annuities? If not, you’ll want to attend this webinar so you can help your clients with this opportunity. This...
The Value of Incorporating Buy-Sell Planning Into Your Practice
Webinar | Mar 27, 2025 10:00 AM Central Time Zone
Business owners stress about the future of their company if something were to happen to them. But you can help eliminate that stress by showing them buy-sell agreement options. Join Senior Market...
Technology Tour: Uncover How These Tools Can Propel Your Business
Webinar | Apr 9, 2025 10:00 AM Central Time Zone
Senior Market Sales® invites you to take your business to the pinnacle of what’s possible through our exclusive Technology Tour. Join us as we uncover how Lead Advantage Pro® and Medicare Insurance...
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