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You’ve made promises

that we can keep.

Want to enjoy your retirement without worrying if the business you worked so hard to build will stand the test of time?

You’ve made promises

that we can keep.

Want to enjoy your retirement without worrying if the business you worked so hard to build will stand the test of time?

What is Acquisition Pathways?

This specialized division of Senior Marketing Specialists provides tools, advice, and direction for business sales and transfers. If you decide it is time to sell your practice or wish to sell only a portion of it, our company is prepared to acquire it. We will help you obtain a professional valuation, create the necessary documents, and help with all carrier communications. If you have an office and staff, we help design a plan to ensure their successful future and inclusion, and most importantly, we will develop a plan for our highly trained agents and staff to care for your clients. You can relax knowing that your clients and staff will receive the ongoing support and care they need.

Acquisition Pathways Blog

Resources, Whitepapers, & Forms

Agent Guide

Video Series

Acquisition Pathways Blog

Forms & Info

Agent Guide

We Can Help Get You There

  • We’ve helped you service your clients from the get-go, let us continue to service them while you enjoy your retirement.
  • We’ll help you transition your corporation – we can handle the contract moves, financial backing, employee transitions, client notification, etc. You name it and we’ll help!
  • You will be fairly compensated for the empire you grew. Aligning your book of business with us ensure that your legacy of work will continue to thrive long after your retirement. 
  • It’s not about finances, it’s about relationships – you’ve made promises that we can keep.
Rich Carl Acquisition Pathways , Senior Marketing Specialists Acquisition Pathways

I am totally pleased with the process of the sale. The evaluation and actuarial assessment of the book of business by SBS was done very accurately and expertly by seasoned veterans of the insurance industry. The management is very experienced in agency acquisition. SBS is my choice to continue to serve my clients. They were very helpful to us in the transition. I feel they are a very qualified management team with the ability and personnel necessary to do the job seamlessly. Thank you SBS Team!!

A Legacy of Success

Dan Mangus started his first insurance agency at the age of 18. At 21, he became the President of his local Association of Life Underwriters, and at 26 he was the Area Chairman of the Life Underwriter Training Council.

Dan shares his industry insights and knowledge by teaching Medicare courses at universities and keynoting national insurance conferences and Medicare certification courses. Dan is also an Expert Contributor for the RICP designation program through the American College and a published author of TalkingMEDICARE—a resource guide for advisors in the Medicare market.

Dan’s background provides him with a wealth of knowledge about insurance agency ownership, Medicare, sales, FMOs, and customer care. Let Dan put his expertise to work for your business and your clients.

Are you ready to take the next step and transition out of the industry? 

Through our Acquisition Pathways program, you can feel confident that your clients are taken care of. Feel at ease that we’ll manage your book of business with the same integrity you would, and feel relaxed knowing you can enjoy retirement while we do the work.

Through our Acquisition Pathways program, you can feel confident that your clients are taken care of. Feel at ease that we’ll manage your book of business with the same integrity you would, and feel relaxed knowing you can enjoy retirement while we do the work.

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