Skip to main content
SMS Financial Solutions

Your Fast Track to
Annuity Confidence

Short, practical training designed to help agents and advisors learn fast, apply immediately and expand client solutions

Screenshot
website-logo-mysms-blue-white

Modern Annuities Aren’t What You Think — and Neither Is the Way You Learn Them

MySMS Learning Academy is an on-demand training hub built for today’s insurance professionals and financial advisors.

Through short, focused videos (most under 15 minutes), you’ll gain clarity on annuities today — with life insurance and long-term care insurance training coming soon — so you can quickly understand how these solutions fit into modern retirement planning.

Whether you’re getting started, refreshing your knowledge, or going deeper on advanced concepts, the MySMS Learning Academy helps you turn education into confident, client conversations.

Already have a MySMS account? Log in now.

I want access to the Learning Academy in MySMS and all the exclusive content and tools, too!

A Sampling of Learning Academy Videos

title-card-finsol-intro-to-annuities
title-card-finsol-retirement-risks-fixed-annuities
title-card-finsol-intro-to-mygas
title-card-finsol-taxation-non-qualified-annuities
title-card-finsol-taxation-qualified-annuities
title-card-finsol-taxation-roth-iras
title-card-finsol-suitability
title-card-finsol-opportunities-current-book-business
title-card-finsol-annuity-planning-strategies

What You'll Learn


Getting Started With Annuities

New to annuities or need a reset? Start here. Learn the basics, where annuities fit in a retirement plan, and what you need to confidently begin offering them in your practice.

FIAs Explained

Understand how fixed indexed annuities (FIAs) work, why they’ve evolved, and how they may help address income, protection and volatility concerns for today’s retirees.

Master Class Series

Go deeper with advanced training and recorded webinars. Designed for professionals who want more insight, strategy and real-world application from industry experts.

You Don’t Have to Figure This Out Alone

Senior Market Sales® is here to support your learning, your growth and your confidence — every step of the way.