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800-790-7791

"Balancing Your Independence"

  • SafeMoney.com

    NEW RESOURCE FOR BABY BOOMERS ALLOWS FOR WORRY-FREE, HONEST RETIREMENT-PLANNING “I worked in the financial services industry and I kept seeing how the big, well-known companies would take advantage of advisors and their senior clients. After 12 years of witnessing tactics that were more in the best interest of the company’s bottom line than the best interest of the retiree, I couldn’t take it anymore. I knew I had to do something to help these people,” says Meyer. “I realized Read More
  • Service & Support

    We have the solutions to the most difficult questions you face everyday with your business! We answer the phone every time you call. Our GPS New Business tracking system gets your policies issued and paid FAST. So you can spend more time with clients and less time worrying. Your business will be organized and easily tracked. By working with us and placing your business through SMR and our trusted carriers, we will help you eliminate the competition and create referrals Read More
  • Marketing

    We are an Independent Marketing, Branding and Advertising agency promoting the Safe Money Brand. SMB helps to promote Safe Money Advisors in the financial services industry. We have developed an exclusive lead generation, marketing, branding and advertising system that has been tested and proven to be highly effective and successful over the last several years. With our Safe Money Leads Direct you can "Start answering your phone” *You will receive between 20 and 35 phone calls from qualified prospects. We Read More
  • New Clients

    The Future Is Here, Don’t Get Left Behind! Our Systems engage online annuity and life insurance information seekers with our top Safe Money Advisors. It replicates the experience of walking into a real office and meeting a financial advisor by matching customers with a trusted and qualified Safe Money Representative. More and more of your existing customers and future customers are using the internet to find financial advice, check advisor credibility and research important retirement planning information. Given the recent Read More
  • We have the solutions to the most difficult questions you face everyday with your business!We answer the phone every time you call! Our GPS New Business tracking system gets your policies issued and you paid FAST, so you can spend
    Read More

    Service & Support

  • "Balancing Your Independence" Safe Money Broadcasting (SMB) is a financial services internet Marketing, Branding and Advertising agency promoting the Safe Money Brand. SMB helps to promote Safe Money Experts in the financial services industry. SMB has developed an exclusive lead
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    Marketing

  • If you feel the information below represents your character please contact us at 800-790-7791   The Main focus of my business is to look out for the best interest of my client not my own. I practice my business with
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    Safe Money Advisors

  • Safe Money Resource is always looking for independent minded agencies that have the desire to leverage our SafeMoney.com® brand and systems as their own. As an Independent partner to Safe Money Resource you will enjoy the security of knowing our
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    Agency Building Opp