OMAHA, Neb., June 8 — 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.”