SafeMoney Spectrum Membership Plans

Unlock Your Financial Advisory Potential

Our SafeMoney Spectrum Membership Plans offer escalating levels of service and exclusivity, tailored to meet the diverse needs of financial advisors. From foundational online presence enhancements to advanced marketing automations and customized videos, SafeMoneyBroadcasting.com provides a comprehensive suite of tools to maximize your impact and efficiency.


$100 Off Countdown to Christmas Eve Offer Ends!

Comprehensive Benefits:

  • Membership Handout & Full Business Listing: Increase visibility and support client interactions.
  • Embedded Safe Money Video & Safe Money Accelerator™: Engage your audience with high-quality content and growth strategies.
  • Medicare Handouts & Safe Money Medicare Accelerator™: Enhance your Medicare-related services.
  • Branded & On-Page SEO Enhancements: Boost your online presence and search engine rankings.
  • Enhanced Biography Writing Services: Professional biography to enhance your credibility.
  • Customized Professional Videos: Tailored video content to highlight your services (1 or 3 videos based on membership level).
  • Email Automation-Driven Reengagement Campaign: Re Engage dormant clients with automated email campaigns.
  • Lead Cultivation Automations: Nurture leads and convert prospects into loyal clients.
  • Discover the difference with Safe Money Broadcasting and elevate your financial advisory practice to new heights with the Safe Money Spectrum Membership Plans.
Request A Demo Premier $175 / mo
$2,000 if paid annually
$2,250 set up fee
Elite $75 / mo
$890 if paid annually
$1075 set up fee
Essential $70 / mo
$830 if paid annually
$400 set up fee
Professional $60 / mo
$710 if paid annually
$375 set up fee
Membership Handout
Full business listing

Info

Complete Business-Building Solutions: Our full-service support covers marketing, advertising, public relations, and investor communications, all under one roof, with insights from experienced professionals who understand your needs. As an independent provider, we ensure you retain your insurance and financial business while benefiting from innovative strategies that keep you ahead. Since 2011, Safe Money Broadcasting has offered gold-standard services, providing powerful tools and meaningful relationships that drive real results, all while complementing your existing efforts.
Embedded Safe Money Video

Info

This video showcases a high-quality, professionally produced video created specifically for independent financial advisors. It demonstrates how using this type of video can help build branded trust and credibility with clients, enhancing your online presence and making your digital marketing efforts more effective. If you have a video you would like to share on your page, we can substitute it for you.
Safe Money Accelerator™

Info

The Safe Money Accelerator™ is a series of branded retirement planning brochure downloads available for potential prospects to receive from your page, designed to help cultivate business relationships and drive sales.
Social Media Sharing Tool

Info

The Social Media Sharing Tool is an addition to your individual page listing, enabling you to easily share your content across various social media platforms. This tool helps amplify your online presence, reach a broader audience, and engage potential clients effectively by simplifying the process of distributing your valuable insights and updates.
Medicare Handouts

Info

Our customized Medicare handouts are designed to help educate your potential Medicare clients. These handouts are tailored specifically for the agent and provided as PDFs, emailed to you for convenient use as needed.
Safe Money Medicare Accelerator™
Safe Money Branded SEO Search Results
SEO Advisor On-Page Search Results Enhancement

Info

Our On-Page SEO Upgrade service is designed to optimize your web page for better search engine rankings and increased online visibility, ensuring your content reaches a wider audience and drives more traffic to your site.
Enhanced Biography Writing Services
1 Customized Professional Video

Info

Enhance your online presence with our Digital Partner Videos package, providing high-quality, customizable video content tailored specifically for financial advisors to effectively engage clients and boost your digital marketing efforts. 5 business day turnaround time + 3 revisions no extra cost.
*Advisor Spotlight Series
2 Email Automation-Driven Reengagement Campaigns

Info

Our Marketing Automation Reengagement Campaign leverages advanced automation tools to reengage your existing clients and prospects through a single, targeted campaign, driving continuous interaction and fostering long-term relationships to boost your business growth.
Lead Cultivation Automations

Info

Our Lead Cultivation Automations strategically reengage inactive clients through a sequence of tailored communications. It starts with your Reengagement Email campaign to spark interest, followed by an SMS Text for a personal reminder. A Follow-Up Email provides detailed service benefits, and the sequence concludes with a Closing Email inviting clients to schedule a consultation. This process effectively converts interest into actionable steps, maximizing client reengagement and retention.
Buy Now Buy Now Buy Now Buy Now

Premier

$175 / mo | $2,000 if paid annually | $2,250 set up fee

Membership Handout
Full business listing

Info

Complete Business-Building Solutions: Our full-service support covers marketing, advertising, public relations, and investor communications, all under one roof, with insights from experienced professionals who understand your needs. As an independent provider, we ensure you retain your insurance and financial business while benefiting from innovative strategies that keep you ahead. Since 2011, Safe Money Broadcasting has offered gold-standard services, providing powerful tools and meaningful relationships that drive real results, all while complementing your existing efforts.
Embedded Safe Money Video

Info

This video showcases a high-quality, professionally produced video created specifically for independent financial advisors. It demonstrates how using this type of video can help build branded trust and credibility with clients, enhancing your online presence and making your digital marketing efforts more effective. If you have a video you would like to share on your page, we can substitute it for you.
Safe Money Accelerator™

Info

The Safe Money Accelerator™ is a series of branded retirement planning brochure downloads available for potential prospects to receive from your page, designed to help cultivate business relationships and drive sales.
Social Media Sharing Tool

Info

The Social Media Sharing Tool is an addition to your individual page listing, enabling you to easily share your content across various social media platforms. This tool helps amplify your online presence, reach a broader audience, and engage potential clients effectively by simplifying the process of distributing your valuable insights and updates.
Medicare Handouts

Info

Our customized Medicare handouts are designed to help educate your potential Medicare clients. These handouts are tailored specifically for the agent and provided as PDFs, emailed to you for convenient use as needed.
Safe Money Medicare Accelerator™
Sefe Money Branded SEO Search Results
SEO Advisor On-Page Search Results Enhancement

Info

Our On-Page SEO Upgrade service is designed to optimize your web page for better search engine rankings and increased online visibility, ensuring your content reaches a wider audience and drives more traffic to your site.
Enhanced Biography Writing Services
1 Customized Professional Video

Info

Enhance your online presence with our Digital Partner Videos package, providing high-quality, customizable video content tailored specifically for financial advisors to effectively engage clients and boost your digital marketing efforts. 5 business day turnaround time + 3 revisions no extra cost.
3 Customized Professional Video
Email Automation-Driven Reengagement Campaign

Info

Our Marketing Automation Reengagement Campaign leverages advanced automation tools to reengage your existing clients and prospects through a single, targeted campaign, driving continuous interaction and fostering long-term relationships to boost your business growth.
Lead Cultivation Automations

Info

Our Lead Cultivation Automations strategically reengage inactive clients through a sequence of tailored communications. It starts with your Reengagement Email campaign to spark interest, followed by an SMS Text for a personal reminder. A Follow-Up Email provides detailed service benefits, and the sequence concludes with a Closing Email inviting clients to schedule a consultation. This process effectively converts interest into actionable steps, maximizing client reengagement and retention.
Buy Now Request A Demo

 

Elite

$75 / mo | $890 if paid annually | $1075 set up fee

Membership Handout
Full business listing

Info

Complete Business-Building Solutions: Our full-service support covers marketing, advertising, public relations, and investor communications, all under one roof, with insights from experienced professionals who understand your needs. As an independent provider, we ensure you retain your insurance and financial business while benefiting from innovative strategies that keep you ahead. Since 2011, Safe Money Broadcasting has offered gold-standard services, providing powerful tools and meaningful relationships that drive real results, all while complementing your existing efforts.
Embedded Safe Money Video

Info

This video showcases a high-quality, professionally produced video created specifically for independent financial advisors. It demonstrates how using this type of video can help build branded trust and credibility with clients, enhancing your online presence and making your digital marketing efforts more effective. If you have a video you would like to share on your page, we can substitute it for you.
Safe Money Accelerator™

Info

The Safe Money Accelerator™ is a series of branded retirement planning brochure downloads available for potential prospects to receive from your page, designed to help cultivate business relationships and drive sales.
Social Media Sharing Tool

Info

The Social Media Sharing Tool is an addition to your individual page listing, enabling you to easily share your content across various social media platforms. This tool helps amplify your online presence, reach a broader audience, and engage potential clients effectively by simplifying the process of distributing your valuable insights and updates.
Medicare Handouts

Info

Our customized Medicare handouts are designed to help educate your potential Medicare clients. These handouts are tailored specifically for the agent and provided as PDFs, emailed to you for convenient use as needed.
Safe Money Medicare Accelerator™
Sefe Money Branded SEO Search Results
SEO Advisor On-Page Search Results Enhancement

Info

Our On-Page SEO Upgrade service is designed to optimize your web page for better search engine rankings and increased online visibility, ensuring your content reaches a wider audience and drives more traffic to your site.
Enhanced Biography Writing Services
1 Customized Professional Video

Info

Enhance your online presence with our Digital Partner Videos package, providing high-quality, customizable video content tailored specifically for financial advisors to effectively engage clients and boost your digital marketing efforts. 5 business day turnaround time + 3 revisions no extra cost.
3 Customized Professional Video
Email Automation-Driven Reengagement Campaign

Info

Our Marketing Automation Reengagement Campaign leverages advanced automation tools to reengage your existing clients and prospects through a single, targeted campaign, driving continuous interaction and fostering long-term relationships to boost your business growth.
Lead Cultivation Automations

Info

Our Lead Cultivation Automations strategically reengage inactive clients through a sequence of tailored communications. It starts with your Reengagement Email campaign to spark interest, followed by an SMS Text for a personal reminder. A Follow-Up Email provides detailed service benefits, and the sequence concludes with a Closing Email inviting clients to schedule a consultation. This process effectively converts interest into actionable steps, maximizing client reengagement and retention.
Buy Now Request A Demo

 

Essential Most Popular!

$70 / mo | $830 if paid annually | $400 set up fee

Membership Handout
Full business listing

Info

Complete Business-Building Solutions: Our full-service support covers marketing, advertising, public relations, and investor communications, all under one roof, with insights from experienced professionals who understand your needs. As an independent provider, we ensure you retain your insurance and financial business while benefiting from innovative strategies that keep you ahead. Since 2011, Safe Money Broadcasting has offered gold-standard services, providing powerful tools and meaningful relationships that drive real results, all while complementing your existing efforts.
Embedded Safe Money Video

Info

This video showcases a high-quality, professionally produced video created specifically for independent financial advisors. It demonstrates how using this type of video can help build branded trust and credibility with clients, enhancing your online presence and making your digital marketing efforts more effective. If you have a video you would like to share on your page, we can substitute it for you.
Safe Money Accelerator™

Info

The Safe Money Accelerator™ is a series of branded retirement planning brochure downloads available for potential prospects to receive from your page, designed to help cultivate business relationships and drive sales.
Social Media Sharing Tool

Info

The Social Media Sharing Tool is an addition to your individual page listing, enabling you to easily share your content across various social media platforms. This tool helps amplify your online presence, reach a broader audience, and engage potential clients effectively by simplifying the process of distributing your valuable insights and updates.
Medicare Handouts

Info

Our customized Medicare handouts are designed to help educate your potential Medicare clients. These handouts are tailored specifically for the agent and provided as PDFs, emailed to you for convenient use as needed.
Safe Money Medicare Accelerator™
Sefe Money Branded SEO Search Results
SEO Advisor On-Page Search Results Enhancement

Info

Our On-Page SEO Upgrade service is designed to optimize your web page for better search engine rankings and increased online visibility, ensuring your content reaches a wider audience and drives more traffic to your site.
Enhanced Biography Writing Services
1 Customized Professional Video

Info

Enhance your online presence with our Digital Partner Videos package, providing high-quality, customizable video content tailored specifically for financial advisors to effectively engage clients and boost your digital marketing efforts. 5 business day turnaround time + 3 revisions no extra cost.
3 Customized Professional Video
Email Automation-Driven Reengagement Campaign

Info

Our Marketing Automation Reengagement Campaign leverages advanced automation tools to reengage your existing clients and prospects through a single, targeted campaign, driving continuous interaction and fostering long-term relationships to boost your business growth.
Lead Cultivation Automations

Info

Our Lead Cultivation Automations strategically reengage inactive clients through a sequence of tailored communications. It starts with your Reengagement Email campaign to spark interest, followed by an SMS Text for a personal reminder. A Follow-Up Email provides detailed service benefits, and the sequence concludes with a Closing Email inviting clients to schedule a consultation. This process effectively converts interest into actionable steps, maximizing client reengagement and retention.
Buy Now Request A Demo

 

Professional

$60 / mo | $1070 if paid annually | $375 set up fee

Membership Handout
Full business listing

Info

Complete Business-Building Solutions: Our full-service support covers marketing, advertising, public relations, and investor communications, all under one roof, with insights from experienced professionals who understand your needs. As an independent provider, we ensure you retain your insurance and financial business while benefiting from innovative strategies that keep you ahead. Since 2011, Safe Money Broadcasting has offered gold-standard services, providing powerful tools and meaningful relationships that drive real results, all while complementing your existing efforts.
Embedded Safe Money Video

Info

This video showcases a high-quality, professionally produced video created specifically for independent financial advisors. It demonstrates how using this type of video can help build branded trust and credibility with clients, enhancing your online presence and making your digital marketing efforts more effective. If you have a video you would like to share on your page, we can substitute it for you.
Safe Money Accelerator™

Info

The Safe Money Accelerator™ is a series of branded retirement planning brochure downloads available for potential prospects to receive from your page, designed to help cultivate business relationships and drive sales.
Social Media Sharing Tool

Info

The Social Media Sharing Tool is an addition to your individual page listing, enabling you to easily share your content across various social media platforms. This tool helps amplify your online presence, reach a broader audience, and engage potential clients effectively by simplifying the process of distributing your valuable insights and updates.
Medicare Handouts

Info

Our customized Medicare handouts are designed to help educate your potential Medicare clients. These handouts are tailored specifically for the agent and provided as PDFs, emailed to you for convenient use as needed.
Safe Money Medicare Accelerator™
Sefe Money Branded SEO Search Results
SEO Advisor On-Page Search Results Enhancement

Info

Our On-Page SEO Upgrade service is designed to optimize your web page for better search engine rankings and increased online visibility, ensuring your content reaches a wider audience and drives more traffic to your site.
Enhanced Biography Writing Services
1 Customized Professional Video

Info

Enhance your online presence with our Digital Partner Videos package, providing high-quality, customizable video content tailored specifically for financial advisors to effectively engage clients and boost your digital marketing efforts. 5 business day turnaround time + 3 revisions no extra cost.
3 Customized Professional Video
Email Automation-Driven Reengagement Campaign

Info

Our Marketing Automation Reengagement Campaign leverages advanced automation tools to reengage your existing clients and prospects through a single, targeted campaign, driving continuous interaction and fostering long-term relationships to boost your business growth.
Lead Cultivation Automations

Info

Our Lead Cultivation Automations strategically reengage inactive clients through a sequence of tailored communications. It starts with your Reengagement Email campaign to spark interest, followed by an SMS Text for a personal reminder. A Follow-Up Email provides detailed service benefits, and the sequence concludes with a Closing Email inviting clients to schedule a consultation. This process effectively converts interest into actionable steps, maximizing client reengagement and retention.
Buy Now Request A Demo