“The materials for advisors to use that are a part of your Safe Money membership are great! I recently used some of the new charts/graphs that are available to help close two annuity cases. The first one was for $140,000 and the most recent one was for $500,000. I love how the materials look and they are easy for the prospect/client to read and understand. Great for third party material use. Doesn’t look like you’re trying to push a specific company/product. And the help I receive from the Safe Money staff is super. They stay in touch and let me know of new ideas that they have that can help me increase my production.”
Jon Bellman
Financial Professional
