Our Focus
SMA Brokerage provides "safe
money" annuity and life
insurance products that offer guarantees
to the insurance consumer. Our
product portfolio includes highly
rated insurance carriers offering
competitive fixed and fixed indexed
annuities and guaranteed term and
permanent life insurance. We
do not offer any variable annuity
or life products.
 Our Geography
Currently, SMA Brokerage serves
qualified and active licensed agents
in the state of Texas only. Plans
for expanding to neighboring states
are part of our ongoing business
development strategy, so be patient
if you are not a licensed Texas
agent!
Product
SMA Brokerage offers an outstanding
line up of quality insurance companies
for you to choose from when searching
for just the right product for
your prospects and clients. These
carriers are market leaders in
annuities and life insurance products. Additionally,
we do have access to other carriers,
if your needs are for products
not currently in our portfolio…always
"safe
money" products,
however. Download
a PDF of our current list of companies.
Contact Information
For your convenience included
here is full contact information;
just click
to download the PDF.
Of course you may simply email
SMA Brokerage directly.
Appointment Requests
If you are ready to get started
writing quality life business and
want to inquire about getting appointed
then, by all means, download
the Appointment Request PDF form,
print out and complete it, and
fax it back today to: 815-572-9227.
For information on the "Additional
Opportunities" with regard
to joint sales efforts, please
call 888-910-9998 or email me at
info@safemoneyassets.com. Put
"Additional Opportunities" in
the subject line and a brief message
with your contact information in
the body of the email.
"Always
happy to assist your efforts
whether it is through brokerage
or in a joint selling capacity!"
Support
SMA Brokerage provides producers
with more than just a product and
an application. In today’s
marketplace it is important to
be client focused and that means
more than the product offered.
Here is some of what you can expect
from SMA:
- Product Selection
- Quality products from Quality
Carriers
- We will help you find the
appropriate product
- Annuity products – Call
SMA
- Underwriting Review*
- Offer your prospects and
clients informed and realistic
proposals
- Give us the details and we
will provide an assessment
of the best possible rate class – Call
SMA
- Illustrations and Forms
- Illustrations can be emailed
or faxed directly to you – Call
SMA or
- You can select Quotes below
and run your own illustrations*
- You can select Forms below
and find applications and forms
for our carriers*
- For annuity products please
- Call
SMA
- Sales Consultation and Development
- Basic to more advanced sales
concepts
- Q&A on how to best develop
your sales solution
- Q&A on how to best develop
your sales presentation
- For
Annuity sales concepts – Call
SMA
*Please be advised that the quote,
forms and underwriting requirements
show all available carriers. SMA
Brokerage is currently offering
only those on the Companies List
available under Product above. If
you need an illustration or forms
from other than one of our current
companies, please call SMA Brokerage.
Underwriting
Select this link for the underwriting
guidelines, requirements and build
tables of our offered companies.**
Term Quotes
Select this link to connect to
our Term
Life illustration
quote system for our offered companies.**
Forms
Select this link for applications
and forms of our offered
companies.**
**Please be advised that the quote,
forms and underwriting requirements
show all available carriers. SMA
Brokerage is currently offering
only those on the Companies List
available under Product above. If
you need an illustration or forms
from other than one of our current
companies, please call SMA Brokerage.
Click on these
links to learn
more:
SMA
Brokerage Overview, Beyond
Products. |
