# Senior Market Sales

> Senior Market Sales (SMS) is an Omaha-based insurance marketing and distribution company supporting independent agents, agencies and retirement advisors across the United States. It combines carrier access, Medicare quoting and enrollment software, marketing programs, training and back-office support with life insurance, annuities, long-term care and investment-advisory capabilities. Founded in 1982, it joined Alliant Insurance Services in 2020.

- **Founded:** 1982
- **Headquarters:** Omaha, United States
- **Founders:** Milt Kleinberg (Founder)
- **Products:** Lead Advantage Pro, Client Stream, Client Stream Lead Exchange, Health and wealth distribution, Medicare Insurance Direct
- **Notable:** Built national distribution serving all 50 states from a business that began with one Colonial Penn contract in a few states., Joined Alliant in 2020 while retaining the Senior Market Sales name and Omaha headquarters., Announced four brokerage acquisitions within a month in 2021.

## Products & services

- **Lead Advantage Pro** — Proprietary Medicare quoting, comparison, enrollment, client management, call recording and disruption-reporting platform; offered at no cost to SMS-contracted agents.
- **Client Stream** — Marketing system combining customizable content, websites, email and social tools with multiple lead-generation channels; its marketing library is free, while lead and service terms vary.
- **Client Stream Lead Exchange** — Marketplace where contracted agents bid for leads from prescreened vendors; SMS says leads are verified by TrustedForm.
- **Health and wealth distribution** — Carrier contracting and support for Medicare Supplement, Medicare Advantage, Part D, ancillary and individual health, life, annuities and long-term care products.
- **Medicare Insurance Direct** — Connecture-powered client-facing self-enrollment technology supporting an agent’s Medicare recommendations.
- **Sequent Planning** — Wholly owned registered investment adviser providing investment-advisory capabilities and advisor referral opportunities.
- **Agent support and training** — Contracting, commissions assistance, compliance resources, dedicated consultants, webinars and marketing support.

## Achievements

- Built national distribution serving all 50 states from a business that began with one Colonial Penn contract in a few states.
- Joined Alliant in 2020 while retaining the Senior Market Sales name and Omaha headquarters.
- Announced four brokerage acquisitions within a month in 2021.
- Reported 20 acquired companies, including an RIA, in its November 2025 Abt announcement.
- Expanded digital Medicare capabilities through Fair Square Medicare in January 2026.

## Latest updates

- **2026-09** — Published a discussion with Mark Hunter and Dwane McFerrin on Medicare market changes, benefit activation and ongoing agent service.
- **2026-06** — Acquired Nocatee, Florida-based retirement planning firm Stratton & Company.
- **2026-01** — Acquired Fair Square Medicare, adding proprietary software and a care navigator service model.
- **2025-11** — Acquired Austin-based Abt Insurance Agency, a partner using SMS since 2017.
- **2025-07** — Acquired Giardini Medicare, known for education-based videos and podcasts.

## Links

- Website: https://www.seniormarketsales.com
- LinkedIn: https://www.linkedin.com/company/seniormarketsales
- Twitter/X: https://twitter.com/SMSForAgents
- YouTube: https://www.youtube.com/user/SeniorMarketSales
- Instagram: https://www.instagram.com/seniormarketsales
- Facebook: https://www.facebook.com/SeniorMarketSales

---

Profile page: https://yespress.io/senior-market-sales
Published by YesPress — https://yespress.io
Last updated: 2026-10-21