Safe Money Case Design

Before we can work on your case design or try to fill your request, you must first be appointed with one of our core carriers and working with a Safe Money Consultant. If you are not licensed and/or need immediate assistance please call 1-800-790-7791.
A qualified Safe Money consultant is standing by.



Your Safe Money Consultant (*)
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Agent Name (*)
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Agent Phone Number (*)
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Client Name
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Spouses Name
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Age of Client (*)
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State Application will be taken (*)
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Safe Money Portion of assets looking to place (*)
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Amount Qualified (*)
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Amount Non-Qualified (*)
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Location of Qualified Assets (IRA, 401k, etc.) (*)
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Location of Non-Qualified Assets ( Savings, CD's etc.) (*)
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Need / Goal (*)
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Need / Goal / Case objective in detail (*)
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Appointment Date? (*)
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Concept illustrations needed for Appointment? (*)
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Brochues and point of sale documents needed? (*)
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( * ) Denotes required field
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Safe Money Resource is an independent financial network of ‘Safe Money Experts’ nationally. Given the recent economic turmoil around the world, consumers are more inclined to search for information on safe money alternatives to banks, mutual funds, Cd’s etc. Furthermore, independent financial professionals need the kind of training and back-up support Safe Money Resource can provide.  We are the Safe Money Resource for the consumer and the independent financial services professional; looking out for the best interest of their clients.

To learn how to become a part of the Learn How To Retire Financial Network Click Here

1-800-790-7791

"Your Clients Are Counting On Us"

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