3500 Blue Lake Dr Ste 360 Birmingham, AL 35243
(800) 423-4992

Our Partners


SMA Services, Inc. has developed strategic partnerships with the best in the industry, each dedicated to providing the highest level of services.

Teamwork

Our Partners

Click the logos below to learn more about our partners.

Ameritas Logo
American Funds Logo
The DI Concierge
iul Risk Solutions
John Hancock
LaPorte
The Legacy Benefits Group
Lincoln Financial Group Logo
Mass Mutual
Principal Financial Group
TheStandard
Transamerica
United Wealth Advisors Group

Interested in partnering with SMA Services, Inc.? Contact us at services@sma.org to discuss.

Ameritas Logo

Ameritas
ameritas.com

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished.

Backed by a foundation of financial strength, we offer a competitive array of insurance, employee benefits and financial products and services. And we service them in a highly welcoming, ethical and professional manner that builds lasting trust and enduring relationships.

We’re here to help customers put worry behind and the future ahead and help enable a life that’s rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

American Funds Logo

American Funds by Capital Group
americanfunds.com

The Capital System is our proprietary process for investing that, in combination with our consistent approach, has delivered superior long-term results.

Most funds are managed by an individual star performer or by a committee. But at American Funds, part of The Capital Group, we believe there is a smarter way — one that combines both individuality and teamwork and enables us to help investors achieve their real-life goals.

The DI Concierge

The DI Concierge
thediconcierge.com

When working with The DI Concierge, your clients will always receive a personal touch on income protection. Starting with case design and finishing with the delivery of the policy, we are a full-service brokerage agency.

Disabilities happen, and a disabling event can be detrimental to any financial plan. Your client’s ability to earn an in come is the most important asset to their financial picture.

iul Risk Solutions

iul Risk Solutions
iulins.com

IUL Risk Solutions is your trusted independent insurance agency in the New Orleans Metro area, from the Mississippi Gulf Coast to Lafayette, LA, including Metairie LA, Covington LA and Slidell, LA.

Your family, your business and your possessions are all important to you, but you may not know how to best protect them. We have the experience to navigate the unique risks you face, serving as your insurance advisor.

John Hancock

John Hancock
johnhancock.com

At John Hancock we believe the team approach provides the best service possible for your plan. In partnership with plan consultants and financial advisers, we can help design and build a retirement plan specifically suited to meet your needs.

We know that no two individuals are alike. We offer tools, solutions, and advice to address the unique challenges and goals that come with retirement planning.

John Hancock Retirement Plan Services is steadfastly committed to helping you retire with dignity. Our Participants 1st® approach arms individuals with solutions, advice, and tools appropriate for their unique retirement challenges and goals.

LaPorte

LaPorte
laporte.com

Established in 1946, LaPorte is one of the largest independent accounting and business advisory firms in the region, with over 180 personnel in New Orleans, Houston, Baton Rouge, Covington and Houma.

LaPorte is recognized as a regional firm with national and international capabilities. Since 2002, LaPorte has been a proud member of RSM US Alliance* – a premier affiliation of independent accounting and consulting firms in the United States, with more than 75 members in over 38 states, the Cayman Islands, and Puerto Rico.

The Legacy Benefits Group

The Legacy Benefits Group
thelegacybenefitsgroup.com

The Legacy Benefits Group is a benefits company built with a vision of customer service and innovation. Focusing on employee benefits, association markets and service, we have developed a streamlined approach to any benefits program. Simply put, you get quality plan designs and rates with the technology that sets any employers apart.

Lincoln Financial Group Logo

Lincoln Financial Group
lfg.com

Lincoln Financial Group provides advice and solutions that empower people to take charge of their financial lives with confidence and optimism.

Our core business areas—life insurance, annuities, retirement plan services and group protection—focus on supporting, preserving and enhancing people’s lifestyles and retirement outcomes.

Mass Mutual

MassMutual
massmutual.com

We know you have financial goals and aspirations. And when it’s time to start your planning, you may need some guidance along the way. That’s where MassMutual advisors can help. They have the experience and training to understand your needs and objectives, and can connect you to the products and solutions that can help you reach your goals.

Principal Financial Group

Principal Financial Group
principal.com

Founded in 1879, the Principal Financial Group® (The Principal®) is a global investment management leader. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies.

A member of the FORTUNE 500®, the Principal Financial Group has $456 billion in assets under management and serves some 18.3 million customers worldwide from offices in 18 countries throughout Asia, Australia, Europe, Latin America and North America. The Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG.

TheStandard

The Standard
standard.com

Although we all have unique stories and skills, the remarkable individuals who find their way to The Standard are united by their compassion — extending far beyond courtesy — to a genuine desire to help you meet your goals. We challenge ourselves and each other to go above and beyond to serve you — not as a number or a policy, but as a person. Every day.

And it doesn’t stop there. Our culture of caring extends beyond our walls. Our employees place a high value on giving back and the difference that makes in our local communities. Helping them grow stronger — so the world can be brighter for all of us.

Transamerica

Transamerica 
transamerica.com

Transamerica has stood for innovation since 1904, when a young entrepreneur named Amadeo P. Giannini founded a bank in San Francisco to make financial services available to everyone.

Today, Transamerica encourages our customers to consider their long-term health in pursuit of their financial success. Because just like with planning and saving, we believe the little steps we take today can make a big difference for tomorrow.

United Wealth Advisors Group

United Wealth Advisors Group
uwagllc.com

Our advisors bring a wealth of knowledge and extensive professional experience to the table. We have managed money in various kinds of markets and have developed the skills needed to help individual investors and business owners manage assets and plan for the future. When you join United Wealth Advisors, LLC, you don’t get just a single advisor. Instead, you get the combined skills, knowledge, and experience of every member of our team. Our professional partnership allows us to give every client problem the strategic planning it requires through collaborative problem solving.

Managing great wealth requires strategies that go beyond performance. At United Wealth Advisors Group, LLC, we are committed to your financial success so that you may fulfill the richness of your dreams and your long-term objectives. By helping our clients maximize their resources, we help them achieve life and legacy goals. Our mission is to become not just your trusted advisor but to help solve your challenging issues.