Marketing Services

When it comes to marketing, no one should have to go it alone. Building your brand, crafting your message, getting in front of the right audience, cultivating new client relationships… there’s so much involved. Missteps might mean wasted marketing dollars – or could even be the difference between closing the sale and losing the opportunity.

At Safe Money Resource, you have a partner that will work with you every step of the way. We’ve been in your shoes, so we understand your challenges. And as industry innovators, we thrive on helping independent financial professionals grow and build flourishing practices in today’s competitive marketplace.

If you’re ready, we invite you to see the difference that personal attention can make for your business. Call us at (800) 790-7791 to discuss your business needs and how we can help you grow, starting today!

Complete Support and Resources

When you become a trusted partner of Safe Money Resource, we’ve got your back. You receive access to a complete range of powerful, business-building tools, resources, and solutions:

  • Leading-edge annuity and life innovations
  • Knowledgeable, responsive annuity & life product specialists
  • Complete, personalized marketing & advertising support for your practice
  • Innovative sales concepts & full-service advisor marketing platforms to grow your business
  • Serve as a “best-interest advisor” with the industry-leading sales & compliance system
  • Exclusive relationships with industry leaders to help you stay ahead of the curve
  • Proven, effective content marketing assets for conversations with high net-worth clients
  • Independent, third-party credibility from, the leading online resource for safe retirement planning concepts
  • Attentive back-office service & support
  • And much more….

Get effective support and solutions that cut through the noise, showcase your professionalism, and make your practice stand above the rest. All while letting you stay truly independent – no exclusive contracting requirements or slashed commission dollars.

Quick Advisor Highlights

  • Through brand refresh, market development, and close partnership, advisor-partners transformed from middle-market producers to entrepreneurs of multi-million dollar advisory shops
  • Example: Took one advisor from zero-market presence to National Elite Producer of the Year for $20BB+ major insurance company
  • Increased other advisors’ annuity production by more than 2 – 3x, fresh brand development, and roadmap for future growth
  • Built local and national brands with magnetic appeal: one national brand has been in 84+ million households and featured on CNN, U.S. News Money, Fox Business, CNBC, Reuters, and many other outlets
  • Example info and financial planning requests generated through brands and/or for advisors: multi-state company CEO, senior government officials, entrepreneurs & small business owners, executives from many industries, public employees, middle-career workers from all walks of life

Start Building Your Business with a Dedicated Partner

If you are looking for new ways to impact your future – to enhance your profitability, streamline your business and efficiency, partner with the sales and marketing expertise you need, accelerate your business growth – look no further!

Call us today at (800) 790-7791 to speak with a member of our team. We look forward to sharing how we can help you write your own success story.