About Us

3 Reasons Why Safe Harbor Financial is Your Preferred IMO
More sales tools, More prospects and More cash bonuses.

A Bright Light to Guide Your Sales
Between low interest rates, nervous consumers and more competition than ever, it’s a stormy sales environment out there. You need every advantage possible. That’s why Safe Harbor Financial offers a powerful success track for annuity professionals who need an easier way to increase their sales.

Over 30 years ago, Safe Harbor Financial helped its first producer place business. Since that time, we have become one of the most recognized industry leaders, offering highly personalized service, strategies, sales tools and rewards to grow your business faster.

• A Prospecting System for Reaching High Asset Individuals
• IRA Conversion Tools to Increase Your Sales by 30%
• Industry’s Best Income Rider Comparison Software
• Unmatched Cash Bonus Program for Loyal Producers
• The Highest Referral Bonus in the Business
• Unique Car Lease Reward Program
• Ultra-Competitive Commission Rewards Through Select Carriers
• 30 Years of Expertise, Carrier Relations, Case Consultation and Know-How
• Proven 1,000 Piece Lead Mailer
• Access to Easy-to-Sell Products Such as Return-of-Premium Single Premium Whole Life

Our systems and strategies are built to fit squarely into your existing business – we work with you personally to grow your business. To that end, our marketing experts do much of the work for you – providing the product knowledge you need, advanced markets expertise, and suitability insights to protect your business.