Financial Professional Marketing and Branding

Learn more about our no-cost Safe Money Places Marketing Program

WATCH OUR OVERVIEW VIDEO

BECOME A SAFE MONEY AUTHORITY

The Safe Money Places Agent Network is designed to help agents acquire the branding they need to be competitive in today's marketplace. Our mission is to make the marketing for agents simple by providing the necessary outlets in order to achieve their goal of increasing their business.  

Agents and industry insiders are comparing this distribution model to some of the independent models in the real-estate industry, such as Century 21 and ReMax. This new, proven network revolves around the consumer website and brand, www.safemoneyplaces.com , which was found by Dr. Jack Marrion and purchased  by The Ohlson Group, Inc. 

Best of all, this marketing program is FREE for qualifying agents. Watch our video now to learn how to become THE Safe Money Authority. 

BENEFITS OVERVIEW AND REQUIREMENTS

ASSOCIATE LEVEL

​(Production Requirement: $100,000 Annuity | SPL Premiums OR $10,000 Target Life per Quarter)
  • ​Safe Money Places Booklet (PDF)
  • Lead Generating Landing Pages
  • Agent Locator Profile
  • ​Client Presentations
  • Fact Finders | Agent Scripts
  • Website Content
  • Agent Website 
  • Client Email Newsletters
  • Safe Money News (E-Magazine / PDF)
  • Client Educational Videos
  • Consumer Guides 
  • Client Storyboards​​​
PARTNER LEVEL

​(Production Requirement: $250,000 Annuity | SPL Premiums OR $25,000 Target Life per Quarter)
  • ALL Associate Level Benefits PLUS 
  • Automated Email Drip Marketing
  • Quarterly Marketing Reimbursement 
  • AssessBEST Software (DOL Compliant) ​

Marketing and branding benefits

PERSONALIZED AGENT WEBSITE

Whether you are looking to have a website for the first time, or you are looking to improve your current website, we have the perfect solution for you. We created "Safe Money Agent Websites" to give you a website that comes pre-loaded with very useful client educational material that will make you a Safe Money Authority. 

personalized EMAIL MARKETING

We set up and manage your email marketing for you. We create, personalize, and send monthly client email newsletters for you. We send your subscribers educational videos, consumer guides, and the critically acclaimed Safe Money News. 

Safe Money News

Safe Money News is a financial e-magazine that covers topics a wide variety of topics pertaining to retirement planning, life stories, personal finance tips, and much more.

​These articles are written by professionals from all walks of life... such as lawyers and accountants. 

CLIENT EDUCATIONAL VIDEOS

Our client educational videos  cover many Safe Money Topics such as the "The CD Alternative" or "Wealth Transfer".  Some of our videos give an overview of how certain Safe Money Products, such as FIAs, work and what benefits they offer.

PERSONALIZED CONSUMER GUIDES

Give your clients valuable information regarding many topics that affect their retirement planning. Our Consumer Guide cover the following topics: Annuities, Life Insurance, Safe Money Concepts, Wealth Transfer, Financial Tips and Strategies.

LEAD GENERATING LANDING PAGES

Landing Pages are great ways to obtain leads. You can place links to your landing pages from your website, use in email marketing, and use for social media marketing. Each Landing Page comes customize with your contact info, profile picture, and company logo.

POWERFUL BRANDING

If you don't have a brand for your business, you can use our Safe Money Places Brand as your brand. You can place our Safe Money Places Logos on your business cards, website, and handouts. You keep your independence while providing your clients and prospects with a brand that represents trust and safety. 

LEARN MORE ABOUT:

Picture

​LEAD GENERATION
Picture

​AGENT SOFTWARE
Picture

​WEBSITE DEVELOPMENT
BOOK AN APPOINTMENT 
​Learn How To Become A Safe Money Places Agent