Frequently Asked Questions

• Are you currently recruiting licensed insurance agents?

Yes. Senior Benefits Advisors is actively expanding and partners with licensed insurance professionals in multiple states. We welcome agents interested in Medicare, individual health insurance, life insurance, final expense, and ancillary products.

• What makes Senior Benefits Advisors different?

Our philosophy is simple: Where Insurance Agents Grow Their Business—Not Just Their Contracts.
SBA provides agents with access to:

- Training, mentorship, and professional development
- Marketing and branding support
- Community outreach and educational events
- Eligible lead and appointment opportunities
- A professional storefront presence in Lawrenceville, Georgia
- Carrier relationships and product diversity
- Sales contests, recognition, and incentive programs
- A collaborative network of agents and agency leaders
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• Do you work with newly licensed agents?

Absolutely. We support both experienced producers and newly licensed agents who are looking for structure, guidance, accountability, and opportunities to grow.
New agents must maintain the appropriate state licenses and complete all required carrier certifications and compliance training before representing specific products.

• What products can I offer through SBA?

Depending on licensing, state availability, carrier appointments, and certification requirements, agents may have access to:

- Medicare Advantage plans
- Medicare Supplement Insurance
- Prescription Drug Plans
- Individual and family health insurance
- Life insurance
- Final expense insurance
- Hospital indemnity plans
- Critical illness and cancer coverage
- Accident and other ancillary products

Product and carrier availability varies by state.

• Does SBA provide training?

Yes. SBA offers ongoing training and development opportunities, which may include:

- SBA Agent Academy
- Carrier product training
- Sales and compliance education
- Marketing and community-outreach guidance
- Technology and enrollment-platform support
- AEP and Open Enrollment preparation
- Individual coaching and team development
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• Does SBA provide agents with leads?

SBA offers eligible agents opportunities to participate in community events, provider partnerships, retail programs, educational seminars, and other approved marketing initiatives.
Lead and appointment opportunities are based on availability, participation, location, performance, responsiveness, and compliance. Leads are not guaranteed, and agents are also expected to actively build and market their own businesses.

• Can SBA help me market my business?

Yes. SBA may provide approved marketing resources, co-branded materials, event support, social-media guidance, and access to select marketing reimbursement programs.
All advertising and marketing activities must follow SBA policies, carrier requirements, and applicable Medicare and insurance marketing guidelines.

• Do I have to work from the SBA storefront?

No. Agents may operate independently in their approved markets. Our Lawrenceville storefront gives local agents an additional professional environment for scheduled meetings, training, community events, and client support when available.

• What is required to join SBA?

Requirements may include:

- An active insurance license in the appropriate state
- Errors and omissions insurance, when required
- Current certifications for the products being represented
- Successful completion of carrier contracting and appointment requirements
- Compliance with SBA communication, marketing, and business standards
- A commitment to ethical service, professional development, and timely client follow-up

• How long does contracting take?

Contracting timelines vary by carrier and depend on the accuracy of the application, licensing status, background review, certifications, and carrier processing times. The SBA team will help guide agents through the required steps, but final approval is determined by each carrier.

• Can an existing agency partner with SBA?

Yes. SBA works with individual agents, team leaders, and established agencies seeking carrier access, training, marketing support, and growth opportunities. Partnership structures are reviewed individually based on market, production, and organizational needs.
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• How can I learn more about partnering with SBA?

Contact the Senior Benefits Advisors leadership team to schedule a discovery call. We will discuss your experience, licensing, target market, product interests, and business goals to determine whether SBA is the right fit for you. 
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