Safe Money Strategies has created an entire insurance division to assist our financial professionals with all their marketing needs.  Whether you want to run a quote yourself, or would like help with complicated case design, you can rest assured all the resources you need will be found at our one stop insurance shop.
 
 
 

Life Insurance Quotes – As Easy as One-Two-Three

Safe Money Strategies Life Insurance Division has grown dramatically over the last year, so has the volume of insurance quotes we are sending out in support of your life business.  We want to take a moment to make you aware of the resources available to you to simplify the quoting process.

There are three ways you can access quotes.

  • Go to www.brokerslifegroup.comand then to the Quote Center.  After creating a login, you can generate term, no lapse guarantee or guaranteed universal life comparisons. It is simple, but if you do need help contact Sherman Reeves, our insurance services director. He will arrange a time to train you on the system.
  • Contact Safe Money Strategies directly and we will create the quotes for you.  Sherman is the primary life contact and you may call, fax or email him with the particulars of a case.  You may also call our Tampa Corporate office (866-324-3800), with the information and we will forward it accordingly.  We are pleased to have added Roussaue (pronounced Rosaun) to our staff to assist with life quotes.
  • Contact Brokers Life Marketing Group, a division of Brokers International.  Jo Lydon is our primary contact at (866) 528-7933 or by email at jlydon@brokerslifegroup.com.  Please identify yourself as a Safe Money Strategies financial professional.

Safe Money Strategies is here to support your life business in the way that makes the most sense for you.

Turn around Time

Unlike annuity quotes, life insurance pricing varies depending on the Life company, age, health and case design.  To offer you the most competitive option, please allow time for proper comparison.  In most cases, quotes are emailed to you the same day.  However, to do the most thorough job possible for you, please allow a twenty-four hour turnaround window.

Illustrations and quotes are just the start of the service Safe Money Strategies offers.  Sherman Reeves has years of experience in personal production, wholesaling, and agent development.  Get to know Sherman, your business will grow!  For specific case design, product selection, and to discuss any case, Sherman is available to assist you.

Sherman Reeves – Director of Insurance Services
Safe Money Strategies
Direct Phone: (321) 266-2659
Direct Fax: (321) 821-1899
sherman@safemoneymarketing.com

Our business grows when your business grows, let us help you take your insurance business to new heights!