Don't go across town until you've gone across the street.
Before you go out looking for new prospects, make sure you have maximized the goldmine in your back-yard - your existing client and prospect base! Use our "proprietary" contact drip system to mine your existing contact base for every conceivable piece of business and referrals.
Use our Proven 5 step system to create a steady stream of prospects and clients without spending a dime on prospecting!
Click here to download the step by step manual
There are only a few ways to access business owners and baby boomers...
...and we have the programs that will help you succeed.
Business Owner Marketing Program
Safe Money Strategies has developed a systematic marketing approach to penetrate Business Owners in your area. This system has a proven track record and can lead to a substantial amount of Indexed Annuity and Life Insurance business, as well as other lucrative opportunities. Call the Marketing Department at 866-324-3800 for more details.
Baby Boomer Seminars
Free Baby Boomer seminar presentations are available through us or you can buy a discounted FINRA-reviewed Baby Boomer seminars through our vendor. Call 866-324-3800 for more details.
CPA Program
Would you like to work with CPAs? Our partnership with Broker’s International, Ltd. allows our agents access to their national CPA recruiting and development program, designed to create alliances between CPAs and successful insurance agents. BI’s goal is to help agents build a profitable long-term business relationship with the accounting professional. They have educated over 7,000 CPA’s and other accounting professionals on fixed annuities, long term care and life insurance. Call
Our partnership with Broker's International gives our agents access to American Trust's 401k Referral program. Receive free qualifed leads of businesses in your area, refer them to our preferred retirement provider, American Trust (they will close the business) and receive trails for the life of the account. In addition, you will be in position to capture the accounts of the business owners, key employees, and their families. Also you will receive immediate notice when an employee retires or leaves and needs to roll their 401k.
*For Agent Use Only
