Your Experienced Annuity FMO
Senior Market Advisors (SMA) is an insurance FMO that helps agents and agencies scale fixed and indexed annuity sales growth. Whether you’re an independent insurance agent, financial advisor, or insurance agency owner, we help you increase your annuity sales through proven, turn-key annuity marketing and lead strategies.
Why Choose SMA as Your Annuity FMO
- Annuity Seminars: Plug into SMA's annuity seminar program to consistently put yourself in front of annuity prospects.
- Comprehensive Product Access: Gain contracts with top-tier insurance carriers offering fixed indexed annuities (FIA), single premium immediate annuities (SPIA), and multi-year guaranteed annuities (MYGA), giving you the flexibility to match any client’s retirement goals.
- Hands-On Case Support: From pre-sale strategy to application submission, our back-office support and experienced wholesalers help you navigate complex cases, optimize illustrations, and close more business.
- Ongoing Training & Marketing Tools: Stay ahead with real-time webinars, product updates, and ready-to-use marketing materials that empower you to drive annuity sales and grow your book of business.
Annuities Are Growing—Let’s Grow With Them
The demand for annuities is accelerating as consumers seek principal protection, tax deferral, and retirement income options. Our platform for annuity leads, case design and support makes it simple for new agents and seasoned professionals to grow their annuity sales.
- Fixed Indexed Annuity (FIA) options with upside potential and downside protection
- Multi-Year Guaranteed Annuities (MYGA) with predictable, competitive rates
- Immediate Annuities (SPIA) for retirement income planning
- Integrated cross-selling strategies with life insurance, long-term care, Medicare Advantage Plans, and ACA products
Learn How to Sell Annuities
Plug into the SMA annuity seminar selling program and get in front of annuity prospects.
As a leading field marketing organization (FMO) and insurance marketing organization (IMO), SMA brings deep industry experience and unmatched support to independent insurance agencies looking to expand their financial services offerings.
Get Contracted
Perks At-A-Glance
Annuity Seminars: Plug into SMA turn key annuity seminars to consistently get in front of annuity sales opportunities.
Full Access to Competitive Annuity Products: We partner with leading insurance carriers to provide a diverse portfolio of fixed indexed annuities, MYGAs, and SPIAs, giving you flexible options to match your client’s needs.
Dedicated Sales Support and Case Management: Our experienced team helps you design, present, and close annuity cases through personalized guidance. From product selection to application submission, you’re backed by expert back-office case support every step of the way.
Ongoing Training & Webinars: Stay ahead of the curve with access to live webinars, recorded training, and advanced product education that keep you sharp in a constantly evolving insurance industry.
Holistic Marketing Services: SMA equips you with customizable marketing materials, digital marketing solutions, lead generation systems, and social media content to help you attract and convert prospects—both online and in person.
The SMA Difference
Founded in 2007, Senior Market Advisors has helped thousands of insurance agents and agencies scale their business. We’ve grown by building meaningful relationships, offering real support, and staying focused on what matters: delivering value to both agents and clients. Whether you're selling health insurance, life insurance, or specializing in annuity sales, SMA provides the sales tools, training, and support you need to succeed.
If you're looking for an annuity FMO that understands the unique challenges of building an agency and offers the tools to overcome them, SMA is your FMO. We support your growth with access to top insurance companies, hands-on training, and ongoing support to help you win.
Get Started with SMA Today
If you're looking for an annuity FMO that understands the unique challenges of building an agency and offers the tools to overcome them, SMA is your FMO. We support your growth with access to top insurance companies, hands-on training, and ongoing support to help you win.