The 2027

Key Accounts Retreat

Success is never final. We are always evolving to be even more innovative and relevant. The goal of the Key Accounts Retreat is to connect the ideas and successes of peers across our industry by fostering an environment built around creativity, networking, education, and collaboration.

Date and Location

To Be Determined…

We are excited to make the Key Accounts Retreat an even more exclusive event in 2027. In order to qualify for the Key Accounts Retreat in 2027, we will require a $300,000 minimum in production through Senior Marketing Specialists from January to December 2026**. We look forward to helping you achieve massive success.

Please note that this reporting is based on how each carrier reports to us individually, but is consistent each month.

Reporting is as follows:

MAPD apps tracked as: $2,000 annual premium
Medicare Supplement apps tracked as: reported annual premium from the carrier, or if UHC tracked as $1,639
Ancillary Products tracked as: reported annual premium from the carrier
ACA apps tracked as: $3,000 annual premium
Annuity production tracked as reported annual premium from the carrier

As a reminder, the 2026 Key Accounts Retreat is May 19 – 20, 2026 at the Westin in Kansas City, MO, and is NOT impacted by the above requirements. Event details to come!

The 2027

Key Accounts Retreat

Date To Be Determined…

Location To Be Determined

Reminder – We will reimburse hotel stay for a single night only.

Schedule

See The Agenda Here

See the breakout topics here

Coming Soon

2027 Key Accounts Retreat
Booking Information

You will be responsible for booking your own accommodations at the destination hotel under the pre-arranged room block, for you and any pre-approved guest(s). Reimbursement for the room(s) will be made after the event concludes and receipts have been turned into Senior Marketing Speciates. Reimbursements will only be made to registrants who attended the event and only to SMS Key Accounts contracted agents, guest accommodations will reimburse to the agency. Cancelled rooms that were pre-booked are non-reimbursable.

Reimbursement requests must be made via the official request form (link and due date coming soon).

All reimbursements will be made via EFT payment.

Senior Marketing Specialists will reimburse 1 Key Account agent for 1 night hotel stay at the host hotel, location to be determined, not to exceed the price of the arranged room block per room rate.

Attendees are expected to book their rooms under the pre-arranged room block (details will be released soon). Attendees will be responsible for any incidentals that may be charged to your room or any upgrades.

All accommodation bookings are between the guest and the hotel, SMS cannot make reservations for guests or modify/cancel rooms.

Travel costs to and from organized events during the Retreat will be arranged by SMS, however, should travel be required during the event for event activities (Uber, Lyft, etc.), SMS, at its discretion, will reimburse each Key Accounts agent up to $50 for the duration of the event. All travel reimbursement requests will be reviewed by the SMS financial team before any reimbursements are made and documentation of travel cost/need may be requested.

This trip is for you. Unless previously arranged, if you will be bringing additional guest(s), you will be responsible for paying for all their travel needs.

If additional guests attend SMS sponsored events, you will be billed by SMS accordingly.

This event is non-refundable, non-transferable, and has no reimbursed cash value.

If you plan to arrive before the sponsored trip or stay after you may request the hotel extend the group rate of the event to those nights, but they are under no legal obligation to do so.

Neat sports attire is appropriate at all meetings during the event. The range of attire varies from Resort Casual to Formal attire (sports jackets at dinner) depending on the activity or meal location. Please pack accordingly.

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