Elevate Your Annuity Sales with a Powerful Partnership!
Are you tired of chasing unqualified leads, wasting your valuable time and energy? It's time to revolutionize your approach to annuity sales. At Safe Money Broadcasting, we're offering you an exclusive opportunity to skyrocket your success in the annuity industry.
Transform Your Financial Advisory Business with SafeMoney.com's Appointment Vendor
Real Opportunities, Real Growth:
No Leads, Just Quality Appointments
© 2024 Safe Money Broadcasting all rights reserved
High Quality Annuity Appointments
Genuine Interest
Prospects schedule appointments at their convenience, indicating a serious intent to discuss their financial future.
Seamless Integration
Upon engagement, you'll receive our service agreement and access to our intuitive Appointment Portal for easy calendar synchronization.
Tailored Marketing Campaigns
Our expert team crafts campaigns specifically for you, focusing on vital financial planning aspects like retirement account consolidation, tax-saving strategies, annuities and income planning.
Exclusive Appointment Opportunities
In-depth appointments with additional insights like age and estimated investment assets.
"In my 23-year career as a financial advisor, I've worked with numerous marketing companies and insurance brokers. For me, the success of these partnerships hinges on three key factors: efficient lead sources, quality case design, and accessibility. Safe Money excels in all these areas. They've introduced us to affordable, reliable lead sources and shared referrals at no cost. When I've reached out to Terry, one of their annuity experts, he not only understands my needs but also brings innovative solutions I didn't know existed. What truly sets Safe Money apart is their accessibility – they're always there for quick, quality support, even with last-minute requests. It truly feels like we're on the same team."
Adam Smith
Managing Partner
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Inquire About Our 50/50 Cost
Split Offer!
For Agent Use Only
50/50 Cost Split "Annuity Goldmine" Appointment Program Qualifications for Agent-Only Disclaimer: Contact Terry Connelly for 50/50 details and qualifications:305-680-0940. [email protected]
Terms and Conditions
These terms and conditions ("Terms") outline the eligibility criteria for agents to participate in the "Annuity Goldmine" Lead Program ("Program") offered by Safe Money Broadcasting. By participating in the Program, agents agree to comply with these Terms and the Company's policies and procedures.
Qualification Criteria:
In order to qualify for the cost 50/50 split for 40 in-person annuity appointments or 40 virtual annuity appointments under the "Annuity Goldmine" Program, agents must meet the following criteria:
Paid Fixed Indexed Annuity (FIA) Premium: Agents must have a minimum of $500,000 in paid Fixed Indexed Annuity (FIA) premium with core carriers recognized by Safe Money Resource. Qualification will be based on the cumulative paid FIA premium at the time of application to the Program.
Active Licensing:
Agents must maintain active and valid licenses, be contracted with at least 3 core annuity carriers through Safe Money Resource and have the proper certifications required to sell annuity products in their respective jurisdictions.
Compliance:
Agents must adhere to all federal and state laws and regulations governing annuity sales, including suitability standards and client disclosure requirements.
Ethical Conduct:
Agents must conduct themselves in an ethical and professional manner, providing accurate and honest information to clients.
Payment of Costs:
Agents are responsible for their portion of the appointment-setting costs, as outlined in the Program.
Application:
Agents must submit a formal application to participate in the "Annuity Goldmine" Program, providing all requested information and documentation to verify their eligibility.
Program Availability:The availability of the "Annuity Goldmine" 50/50 Cost Split Program is subject to change, and the Company reserves the right to modify or discontinue the Program at its sole discretion without prior notice.
Agreement to Terms:
By participating in the "Annuity Goldmine" Program, agents acknowledge that they have read, understood, and agreed to comply with these Terms. Failure to meet the qualification criteria or adhere to these Terms may result in disqualification from the Program or other actions as determined by the Company.
Contact Information:
For inquiries, clarifications, or to apply for the "Annuity Goldmine" 50/50 Cost Split Program, agents may contact Terry Connelly at Safe Money Resource
These Terms are effective as of 1/1/2024 and may be subject to updates or revisions as deemed necessary by the Safe Money Resource.