Learn More About Us!

Who to contact:

Erica Beddingfield – Director of Client & Advisor Relations
P:800.790.7791 ext. 109

John Benedek – Annuity Service Specialist
P:800.790.7791 ext. 106

Ian Myers – Communications Coordinator
P:800.790.7791 ext. 105

Tommy Dispenza – Senior Vice President
P:800.790.7791 ext. 103

Brent Meyer – President
P:800.790.7791 ext. 102

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Who we are:

We are an Independent Marketing Organization (IMO) based out of Marlton, New Jersey. We represent over 30 of the top rated insurance carriers. We enhance all of our partner’s marketability in order to better compete in today’s financial industry.

We look forward to EARNING your business!

Consumer insights:

SafeMoney.com  – Client Based Learning Center

SafeMoney.com Hotline: 1.877.GROW.SAFE (476.9723)

A few of our carrier relationships:

  • Athene
  • American General
  • North American
  • Great American
  • Legacy
  • F&G
  • Equitrust
  • Global Atlantic
  • Phoenix