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Trust. Security. Dependability. NTA.

A Legacy of Empowering Insurance & Financial Professionals

Since 1982, Senior Market Sales (SMS) has been a trusted partner for independent insurance agents, financial planning professionals, and other industry leaders. Our mission is to empower individuals and businesses to achieve their financial and health goals through personalized solutions and innovative technology.

What We Do

We offer a comprehensive ecosystem of resources and services designed to optimize efficiency, enhance productivity, and maximize your business potential. Our offerings include:

Agent Support

  • Delegate administrative tasks and frees up time for client focus.
  • Business development guidance and industry insights.
  • Access to cutting-edge technology solutions.

Business Development

  • Leverage decades of experience to identify and capitalize on market opportunities.
  • Access to a vast network of industry partnerships.
  • Market-leading technology to streamline your business processes.

Technology & Solutions

  • Comprehensive insurance and investment platform.
  • Advanced quoting and enrollment tools.
  • Personalized lead generation programs.
  • Cutting-edge analytics and reporting.

Healthcare & Wealth Management

  • Holistic approach to retirement planning.
  • Comprehensive health insurance solutions.
  • Guidance on investment strategies.

Our Values

Our core values of integrity, collaboration, innovation, and results guide everything we do. We believe in:

  • Empowering individuals: Providing personalized guidance and support to achieve their financial goals.
  • Building relationships: Fostering strong partnerships with clients and industry stakeholders.
  • Innovation: Staying at the forefront of industry trends and technological advancements.
  • Value creation: Generating positive outcomes for our clients through tailored solutions and exceptional service.

Join us on a journey of growth and success. Contact us today to schedule a complimentary consultation and discover how SMS can help you achieve your business goals!

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