“With our Safe Money membership, we have had access to a wealth of trusted resources that allowed us to remain in front of our clients and prospects. This has enabled us to re-energize relationships and write new business. For example, a prospect from 2 years ago we never thought we’d hear from again, after receiving our email reach out, he called us to inform us that he is unhappy with his current relationship. Due to our continued contact, he wanted to work with us and now we’ve done business together.”
“We have also been able to capture new business with existing clients that would not have occurred without the ability to keep our name in front of them with the Safe Money materials.”
“We are pleased to work with a knowledgeable and experienced staff. Thanks for everything!”
Louis Wright
Financial Professional
