Small‑Team Attention. Big‑Business Resources.
Founded in 2005, Safe Money Resource (SMR) is a virtual Independent Marketing Organization (IMO) dedicated to supporting licensed insurance and financial professionals with integrity, transparency, and results. With a national footprint and team members across New Jersey, Pennsylvania, and Florida, our lean structure ensures you receive:
1. Personalized, Rapid Response
- Fast, expert support without being lost in bureaucracy.
2. Unbiased Product Selection
- We represent 30+ top-tier carriers—no captive agendas, no hidden bias
3. Big-Network Advantages
- Benefit from strategic alliances, training, and marketing investments exceeding $12.5M .
4. Purpose‑Driven Growth Support
- Our focus is on empowering your business—faster contracting, agent tools, marketing, back-office services, and compliance—all tailored to what matters most: your success.
Our Mission
“To empower independent advisors with unwavering support, honest guidance, and the tools you need to build a thriving practice—without fluff or bias.”
As an IMO built by advisors, we understand the challenges you face. We exist to offer clarity, confidence, and control.
Meet the Team
While we operate with a tight-knit, virtual structure, our combined industry experience is vast:
Terry Connelly – Annuity Marketing Director
P:800.790.7791, ext. 107
Wendy Hunt – Annuity Service Specialist
P:800.790.7791, ext. 106
Brent Meyer – President
P:800.790.7791, ext. 102
(Remote support staff across key regions)
Together, we ensure seamless, high-level support—tailored to you
Why Choose SMR?
| Benefit | What It Means For You |
|---|---|
| 🕒 Faster Implementation | Up to 50% quicker agent onboarding than competitors |
| 🎯 Focused Service | No unnecessary layers—just what your business needs. |
| 💬 Clear Communication | Direct access, transparent processes, honest accountability. |
Our success is measured by your success.
Let’s Get Started
Whether you’re exploring growth, needing new carriers, or want marketing and compliance support, we’re here to help. Schedule a call or visit our resources to see what the SMR difference can do for your business.
Contact Us Today
📞 800‑790‑7791