Tracked deals
9
9 tracked deals across 2022-2026.
Operating Company
Financial Services
Senior Market Sales
Omaha, Nebraska, United States
Senior Market Sales (SMS) is an Omaha, Nebraska-based insurance marketing organization (IMO/FMO) that markets Medicare and other insurance products (health, life, annuities and related offerings) and supports independent agents with marketing, training, and technology-enabled tools and platforms.
- Focus Areas
- Medicare insurance marketing / distribution, Independent insurance agent support, Medicare supplement and Medicare Advantage
- Website
- seniormarketsales.com
Recent pace
3
3 tracked deals announced in the last 12 months.
Deal mix
Buyout
8 buyout · 1 addon
Senior Market Sales Acquisition Volume by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
June 8, 2026
- Buyer
- Senior Market Sales (SMS)
- Target
- Stratton & Company
- Industry
- Insurance
- Location
- Florida, United States
- Type
- Buyout
Senior Market Sales (SMS), an insurance marketing organization headquartered in Omaha, Nebraska, acquired Stratton & Company, a retirement planning firm based in Nocatee, Florida. The deal is intended to help Stratton scale its retirement-income planning approach across SMS’s national network and leverage SMS’s health and wealth portfolio.
-
January 30, 2026
- Buyer
- Senior Market Sales, Alliant Insurance Services
- Target
- Fair Square Medicare
- Industry
- Insurance
- Location
- California, United States
- Type
- Buyout
Senior Market Sales (SMS), an Omaha-based insurance marketing organization and member of the Alliant Insurance Services family, has acquired Fair Square Medicare, a technology-driven Medicare care navigator platform. The acquisition is intended to expand SMS' digital capabilities, leverage Fair Square's proprietary enrollment and member-engagement software, and scale the platform nationally through SMS/Alliant distribution and carrier relationships.
-
November 5, 2025
- Buyer
- Senior Market Sales (SMS)
- Target
- Abt Insurance Agency
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Buyout
Senior Market Sales (SMS), an Omaha-based field marketing organization, has acquired Austin-based Abt Insurance Agency to expand its national Medicare insurance distribution. The deal will provide Abt with additional resources and allow SMS to broaden its health and wealth distribution network and digital lead-generation capabilities for serving seniors.
-
July 8, 2025
- Buyer
- Senior Market Sales (SMS)
- Target
- MIC Insurance Services
- Seller
- Betsy Chandler, Terry Chandler
- Industry
- Insurance
- Location
- New Jersey, United States
- Type
- Buyout
Senior Market Sales (SMS), an Omaha-based insurance marketing organization and part of the Alliant family, has acquired MIC Insurance Services, a second-generation, family-owned independent insurance agency based in Kinnelon, New Jersey. The deal brings MIC into SMS' national distribution network to accelerate growth by leveraging SMS' proprietary technology, back-office support and marketing systems; MIC owners Betsy and Terry Chandler will partner with SMS in the next chapter.
-
December 10, 2024
- Buyer
- Senior Market Sales (SMS), Alliant Insurance Services
- Target
- Centurion Senior Services, LLC
- Seller
- Chad Porter, Eric Porter, Chris McGonigle
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Buyout
Senior Market Sales (SMS), an Omaha-based insurance marketing organization and part of the Alliant Insurance Services family, has acquired Centurion Senior Services, a Pennsylvania-based Medicare insurance agency. The deal expands SMS' eastern U.S. distribution footprint and gives Centurion access to SMS' technology, back-office support and broader health and wealth product portfolio; Centurion will continue to be managed by its current leaders.
-
February 6, 2024
- Buyer
- Senior Market Sales (SMS)
- Target
- Pro Insurance Resources
- Seller
- Amy Begley, Brian Leichner
- Industry
- Insurance
- Location
- Nebraska, United States
- Type
- Buyout
Senior Market Sales (SMS), an insurance marketing organization based in Omaha, Nebraska, has acquired Pro Insurance Resources, a field marketing organization serving independent agents in the Medicare market across Nebraska, Iowa and South Dakota. The acquisition expands SMS' national health and wealth distribution network, adds local capabilities near SMS' Omaha headquarters, and gives Pro Insurance Resources access to SMS' technology, training and back-office platform.
-
December 12, 2023
- Buyer
- Senior Market Sales (SMS)
- Target
- Medi-Solutions Insurance Agency, LLC
- Seller
- James Blumetti, Frank Reilly Sr., Frank Reilly Jr.
- Industry
- Insurance
- Location
- New Jersey, United States
- Type
- Buyout
Senior Market Sales (SMS), an Omaha-based insurance marketing organization, has acquired Medi-Solutions Insurance Agency, LLC (which operates as First Jersey Insurance Agency in New Jersey). The deal expands SMS’s Medicare distribution network and provides Medi-Solutions’ agents access to SMS proprietary technology, back-office support and marketing systems to drive growth and retention.
-
- Buyer
- Senior Market Sales, Alliant Insurance Services
- Target
- Sizeland Medicare Strategies
- Seller
- Paul A. Sizeland, Sr.
- Industry
- Insurance
- Location
- Michigan, United States
- Type
- Buyout
Senior Market Sales (SMS), an Omaha-based insurance marketing organization and part of the Alliant Insurance family, has acquired Sizeland Medicare Strategies, a Brighton, Michigan health and life agency focused on Medicare plans and licensed in 40 states. Sizeland serves roughly 15,000 customers and the deal is intended to expand SMS's national footprint and accelerate growth of Sizeland's telesales and technology-enabled distribution.
-
September 6, 2022
- Buyer
- Senior Market Sales (SMS)
- Target
- Medicare Solutions Network
- Industry
- Insurance
- Location
- Illinois, United States
- Type
- Addon
Senior Market Sales (SMS), an insurance marketing organization and part of the Alliant family, has acquired Medicare Solutions Network, a Lisle, Illinois-based Medicare insurance agency known for its popular educational Medicare workshops. The deal brings Medicare Solutions Network onto SMS’s platform to leverage SMS’s technology, back-office support and carrier relationships to expand reach in the Chicago-area senior market.
Related Acquisition Pages
Insurance Buyers & Acquisitions
9 tracked deals by Senior Market Sales.
Acquisitions in New Jersey
2 tracked deals by Senior Market Sales.
Acquisitions in California
1 tracked deal by Senior Market Sales.
Acquisitions in Florida
1 tracked deal by Senior Market Sales.
Acquisitions in Illinois
1 tracked deal by Senior Market Sales.
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