Industry Insights For Agents
Please write in bank information (Bank name, Routing number, Account number, Savings/Checking). Or choose annual if client does not want to pay now and change it to EFT on delivery with the EFT form.
You may also upload a voided check through the upload button below.
Thank you for your business! We will begin processing this application immediately.
If there is anything additional we need for submission, a member of our team will contact you in order to move the application along. This process has proven to speed up underwriting and get cases issued quicker which means you get paid significantly faster!
Safe Money Resource (SMR) Is the most non biased, transparent wealth planning agency and insurance marketing firm in the country. 105 Evesboro-Medford Rd., Suite i, Marlton, NJ, 08053
17165 Kingfish Ln., W. Summerland Key, FL, 33042