Generate More Sales with the Industry-First Referral Recommendation Program

1 Step 1
Complete the form for more information.
First Name
Last Name

Referral Program


According to Edelman, the financial services industry has the lowest consumer trust of all industries it tracks.

What are you doing to build trust with your prospects? Our program includes an industry-first referral recommendation, providing a powerful third-party referral on your behalf!

This Safe Money platform lets you give your prospects a different experience:

  • A third-party referral from an independent brand that has been on U.S. Money News, CNBC, PBS, MarketWatch, and more.
  • A non-biased resource that advocates for you and your business.
  • Powerful consumer experience with high-value information on annuities, life insurance, retirement, and financial planning that you won’t find anywhere else.
  • A platform that positions you as an educator, not another dime-a-dozen salesperson.
  • Includes 280+ pages of ready-to-share consumer articles, booklets, and information.

None of your contracts are required so take advantage of a 25% summer discount and receive access to the complete Safe Money platform.

Complete the form for more information or book a 15 minute phone appointment!

BONUS: For a limited time only, you’ll also get 21 top, content-rich articles to share with your prospects.