A personal invitation from Brent Meyer
2027 Business Planning
with the Founder.
$2 million in qualifying FIA premium. An individual advisor business trip.
Meet directly with Brent Meyer, founder of Safe Money Resource and SafeMoney.com, in Key West—on your schedule, not a group trip.
Discuss your business goals and how SMR can support your plans for 2027.
Get Qualification DetailsFor financial professionals only · Program terms apply
The invitation
Production requirements.
Submit $2,000,000 in approved fixed indexed annuity premium through Safe Money Resource between October 20, 2026 and December 31, 2026, with premium paid within that period and policies issued by December 31, 2026, and earn an invitation to join me in Key West—with your spouse or a friend.
Included: flights, room, dinner, drinks, and boating in the Florida Keys.
The offer, at a glance
Safe Money Resource’s Key West production incentive is for financial professionals. Only approved fixed indexed annuity premium submitted through Safe Money Resource and paid between October 20, 2026 and December 31, 2026 counts toward the $2,000,000 requirement. Policies must be issued by December 31, 2026. Submitted applications alone or other types of business do not qualify. This is an individual business visit with founder Brent Meyer in 2027, arranged around your schedule. You may bring your spouse or a friend; ocean-view accommodations are included. Exact dates will be coordinated together, subject to availability and complete program terms.
Accommodations
Your accommodations.
Stay at Hyatt Centric Key West Resort & Spa in Old Town Key West. Ocean-view accommodations are included for you and your spouse or a friend.
Flights, room, dinner, drinks, and boating in the Florida Keys are included.
Hyatt does not sponsor or endorse this program. Images are illustrative.
A note from your host
Brent Meyer
Founder of Safe Money Resource and SafeMoney.com
About Safe Money Resource“Let’s plan for 2027.
One advisor at a time.”
I want to understand your business goals and work with you on your plans for 2027. We’ll discuss how Safe Money Resource can support your growth. This is business planning directly with me, not a group event. We’ll arrange dates in 2027 around your schedule. Your spouse or a friend is welcome.
Along with our business conversations, we’ll have dinner and spend time on my boat at the sandbars, with fishing as an option. The goal is to build a working relationship beyond phone calls and email.
Flights, room, dinner, drinks, and boating in the Florida Keys are included. We’ll plan the details together. Dates are subject to availability; boating and fishing depend on weather and conditions.
—Brent Meyer
Founder of Safe Money Resource and SafeMoney.com
Before you make plans
How to qualify.
A meaningful goal deserves clear expectations. Our team is your source for the offer and its complete terms.
- 01
Request the offer
Tell us a little about your practice and the FIA production you have in mind. This is a request, not an approval.
- 02
Review the program terms
Review production approval and coordinate your 2027 visit with Safe Money Resource. Flights, room, dinner, drinks, and boating in the Florida Keys are included; confirm specific arrangements before making plans.
- 03
Submit and qualify by December 31, 2026
Only approved fixed indexed annuity premium submitted through Safe Money Resource and paid between October 20, 2026 and December 31, 2026 counts toward the $2,000,000 requirement. Policies must be issued by December 31, 2026. Final qualification requires review under the complete terms.
Your invitation starts here
Request program details.
Apply to request qualification details. Share your professional information, and the Safe Money Resource team will follow up about the program.
An application. Not a promise of qualification.
No travel reservation or qualification is confirmed by submitting this form. Review the complete program terms with our team before making production or travel decisions.
For financial professionals only. Not for use with consumers. Only approved fixed indexed annuity premium submitted through Safe Money Resource and paid between October 20, 2026 and December 31, 2026 counts toward the $2,000,000 requirement. Policies must be issued by December 31, 2026. Every annuity recommendation must be suitable and in the client’s best interest. This program must never influence a product recommendation. Flights, room, dinner, drinks, and boating in the Florida Keys are included. Travel in 2027 is subject to scheduling and availability; boating is weather-dependent. See the Official Program Rules on this page.
For financial professional use only
Official Program Rules
Every annuity recommendation must be suitable and in the client’s best interest. This program must never influence a product recommendation.
1. Eligibility
Open to licensed, appointed independent financial professionals contracted with Safe Money Resource and in good standing. Safe Money Resource employees are not eligible. Void where prohibited by law, regulation, carrier rules, or the participant’s firm policies. Participants are responsible for obtaining any approval their firm requires.
2. Qualifying business
Only approved fixed indexed annuity premium submitted through Safe Money Resource and paid between October 20, 2026 and December 31, 2026 counts toward the $2,000,000 requirement. Policies must be issued by December 31, 2026. Only fixed indexed annuity business approved by Safe Money Resource counts. Other product types do not count.
3. Client best interest
Every annuity recommendation must be suitable and in the client’s best interest. This program must never influence a product recommendation. Replacements and exchanges must comply with all applicable replacement rules. Safe Money Resource may exclude any business it determines was not in the client’s best interest, involved an improper replacement or misrepresentation, or violated carrier or regulatory requirements.
4. Cancellations and chargebacks
Premium from any policy that is cancelled, rescinded, returned during the free-look period, or subject to a commission chargeback before travel will be removed from the participant’s total.
5. Production credit
Premium is credited to the writing agent of record according to Safe Money Resource records. Split cases are credited according to the recorded commission split.
6. No combining with other promotions
Premium credited toward any other Safe Money Resource promotion or incentive cannot also count toward this program. Each dollar of premium may be applied to only one promotion.
7. Award
One trip per qualifying advisor, for the advisor and one guest. Includes round-trip flights, room, dinner, drinks, and boating in the Florida Keys, as arranged by Safe Money Resource. Travel class, length of stay, and itinerary are determined by Safe Money Resource. Expenses not listed are not included. The guest must travel with the advisor. Alcohol is served only to guests 21 and older. The award is non-transferable and has no cash alternative.
8. Scheduling
Trips take place in 2027 on dates mutually agreed with Brent Meyer, subject to availability. Boating, fishing, and other outdoor activities depend on weather and safety conditions and may be changed or substituted.
9. Program changes
Safe Money Resource may modify or cancel this program when required by law, regulation, or carrier requirements. Safe Money Resource’s determination of qualification is final.
10. No affiliation
Hyatt Centric Key West Resort & Spa is named only as the planned accommodation. Hyatt does not sponsor or endorse this program. Images are illustrative.
Clear answers
A few things
to know.
The invitation is personal.
The terms should be clear.
What is the Safe Money Resource Key West business trip?
It is an individual visit for 2027 business planning with Brent Meyer, founder of Safe Money Resource and SafeMoney.com. Meet directly with the founder to discuss your business goals and how SMR can support your plans for 2027. You may bring your spouse or a friend. Only approved fixed indexed annuity premium submitted through Safe Money Resource and paid between October 20, 2026 and December 31, 2026 counts toward the $2,000,000 requirement. Policies must be issued by December 31, 2026. Flights, room, dinner, drinks, and boating in the Florida Keys are included. See the Official Program Rules below.
Does submitted premium count, or must it be paid?
Only approved fixed indexed annuity premium submitted through Safe Money Resource and paid between October 20, 2026 and December 31, 2026 counts toward the $2,000,000 requirement. Policies must be issued by December 31, 2026. Both submission and payment must occur within that period. Submitted applications alone do not count, and other types of business do not qualify. Final qualification is subject to review under the complete program terms.
Where will I stay, and can I bring someone?
The offer features ocean-view accommodations at Hyatt Centric Key West Resort & Spa in Old Town Key West, Florida, for you and your spouse or a friend. Flights, room, dinner, drinks, and boating in the Florida Keys are included. Specific travel arrangements will be coordinated with you.
Is this a group trip, and when can I visit?
No. This is an individual business visit for each qualifying advisor, who may bring a spouse or a friend. Your trip will be arranged in 2027 around your schedule, with dates coordinated directly with Brent Meyer and subject to availability. The purpose is to get to know you and strengthen the working relationship.
What will we do during the visit?
Brent looks forward to getting to know you through time on his boat at the Key West sandbars, dinners together, and possibly fishing. Flights, room, dinner, drinks, and boating in the Florida Keys are included. You will plan the visit together; boating and fishing depend on weather and conditions. Specific arrangements will be confirmed in the complete program terms.
What are the qualification dates, travel dates, and covered expenses?
Only approved fixed indexed annuity premium submitted through Safe Money Resource and paid between October 20, 2026 and December 31, 2026 counts toward the $2,000,000 requirement. Policies must be issued by December 31, 2026. Visits are planned for 2027 around each advisor’s schedule, with exact dates coordinated with Brent and subject to availability. Flights, room, dinner, drinks, and boating in the Florida Keys are included. Expenses beyond those listed are not included. See the Official Program Rules below.
Does applying guarantee qualification or reserve a trip?
No. This application requests program information and team follow-up. It does not confirm eligibility, approve production, reserve accommodations, or guarantee a trip. Qualification is subject to the complete program terms and review by Safe Money Resource.
Who hosts the visit?
Brent Meyer, founder of Safe Money Resource and SafeMoney.com, personally hosts each advisor’s visit to Key West. This is an opportunity to get to know each other, not a group event. Safe Money Resource is the point of contact for program questions and qualification details. Hyatt does not sponsor or endorse this program.
Review the requirements.
Plan your visit.
Get Qualification Details For financial professionals only. Not for use with consumers. Only approved fixed indexed annuity premium submitted through Safe Money Resource and paid between October 20, 2026 and December 31, 2026 counts toward the $2,000,000 requirement. Policies must be issued by December 31, 2026. Every annuity recommendation must be suitable and in the client’s best interest. This program must never influence a product recommendation. Flights, room, dinner, drinks, and boating in the Florida Keys are included. Travel in 2027 is subject to scheduling and availability; boating is weather-dependent. See the Official Program Rules on this page.