Senior Market Sales® Fortifies Annuity Reach With Acquisition of Retirement Planning Firm Stratton & Company

OMAHA, Neb.--(BUSINESS WIRE)--
Senior Market Sales^® (SMS), a premier national insurance marketing organization (IMO), has acquired Nocatee, Florida-based Stratton & Company, bringing a more thoughtful, innovative approach to the retirement income market to the national stage.

“Our proprietary, best-in-class planning process is designed to empower both those transitioning into retirement and those already retired to maximize their quality of life,” said Eric Stratton, President. “Partnering with Senior Market Sales will allow us to scale across their national network.”

With a strong focus on retirement planning now, Stratton & Company plans to leverage SMS’ full health and wealth portfolio to offer even more products and services, said Sam Magdalein, Stratton & Company’s Senior Vice President.

"For SMS, the partnership is a natural fit due to the companies’ shared culture," said SMS President John Haver.

“SMS has always believed in the power of a client-centered process, and the team at Stratton & Company has been very successful while continuing to put clients’ needs first,” Haver said. “It speaks volumes of their culture that they can do that while also consistently growing their business, and we look forward to having them as part of the SMS family of companies.”

Celebrating its 25th anniversary this year, Stratton & Company has been distinguished by its forward-thinking strategies and a genuine heart for the families it serves, establishing itself as a trusted leader in the retirement income market. Since its 2001 founding, the firm has become a cornerstone of the community, renowned for creating educational experiences that prioritize clarity and long-term security.

“It was important for us to work with people who understand our industry and want to help move our industry forward,” Stratton said. “We’re excited to join Senior Market Sales and Alliant, with its history of stability and proven growth.”

About Senior Market Sales^®

Senior Market Sales^® (SMS) represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, individual health and travel insurance carriers in all 50 states. Independent insurance agents rely on SMS for proprietary technology, competitive insurance products, and expert training and service to help them leverage their time, make more money, and put their business in a position of distinction. Founded in 1982, SMS is headquartered in Omaha, Nebraska. In 2020, SMS joined the Alliant Insurance Services family of companies. Visit www.SeniorMarketSales.com or call 1.800.786.5566 for more information.

About Alliant Insurance Services

Alliant Insurance Services stands among the nation’s top insurance brokers and consultants, providing risk management, insurance, employee benefits, underwriting, and consumer solutions through an entrepreneurial approach focused on delivering smarter, more effective outcomes. Free from the constraints of traditional brokerage models, Alliant combines deep expertise with the flexibility to innovate—helping clients navigate complexity and respond to evolving risks.

Within the industry, Alliant is recognized as a leading destination for top-tier brokerage talent in the U.S. As a majority employee-owned organization, it offers professionals a high degree of autonomy, access to extensive resources, and a distinctive equity ownership opportunity. This approach has contributed to an impressive producer retention rate, along with being recognized by Forbes as one of America’s Best Large Employers and one of America’s Most Trusted Companies.

Visit us at alliant.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260608164887/en/

Dan Trumblee

Vice President

Divisional Director, Communications & Creative Services, Senior Market Sales^®

402.343.3689

dtrumblee@SeniorMarketSales.com

Source: Senior Market Sales