3500 Blue Lake Drive, Suite 360, Birmingham, AL 35243
800-423-4992

Wholesalers


Why Partner With SMA Services, Inc.

We place a lot of value in developing relationships with the wholesalers with whom we work and strive to assist you in bringing value to your clients. Our goal is to provide you with everything you need to maximize your chances of closing each new opportunity.

We invite you to contact us to discuss how we may help you grow your retirement book of business.

Mark Massey speaking at a luncheon.

Competitive Fees & Exceptional Customer Service

We offer a competitive fee structure and no per participant fees. Compare us to other TPA’s and see the difference. It’s more than great prices though. With SMA Services, Inc. your plan sponsors and participants get exceptional customer service that the larger shops can’t match, almost like a local boutique where everyone knows your name.

People Working

Supporting Our Wholesalers

We help you succeed by offering you competitive products and services with cost-effective fees.

We assist you with proposals, illustrations, plan design and final presentations, helping you to communicate effectively with your clients.