As an independently-owned full service marketing organization, we help agents grow their business through our offerings of top products and carriers, award-winning marketing programs, synergistic partnerships with industry experts and our dedication to superior service & support. Most importantly- we are guided by our unwavering commitment to you- the financial professional.
We are your complete sales platform providing comprehensive product solutions from the top carriers based on the needs of each of your client's unique financial goals. Our field-tested systems will create consistent value by delivering lead generating opportunities with quality prospects and resources that will exceed your needs.
We are your complete sales platform providing comprehensive product solutions from the top carriers based on the needs of each of your client's unique financial goals. Our field-tested systems will create consistent value by delivering lead generating opportunities with quality prospects and resources that will exceed your needs.
Services
Safe Harbor Financial is an independently-owned, full-service marketing organization, nationally recognized as a leader in retirement income planning solutions and specializing in annuity and life insurance. Since 1986, we have been dedicated to providing the highest standard of professional support to agents in all 50 states with the best product portfolio from the most prominent insurance companies.
Get to know our Safe Harbor team here in Philadelphia, Pennsylvania. We know how important it is to find an IMO who's the right fit for you and your business. Please let us virtually introduce you to our troupe who works hard to provide you with the quality service you deserve. We love what we do and it shows.
In my 15 years in the financial services industry, I've had occasion to work with several IMOs. None of them have provided me the attention that Safe Harbor has - and it's not even close. It's not just about commissions, it's about relationships. Safe Harbor gives me the best of both.-
I have been putting my annuity business through Safe Harbor for over 12 years now and it's amazing how they continue to keep up with the times, add great marketing programs at little or no cost and are constantly looking for efficient ways to make me money!Their support staff always goes above and beyond from the first step of case work to the last step of paying bonuses.
I have been putting my annuity business through Safe Harbor for over 12 years now and it's amazing how they continue to keep up with the times, add great marketing programs at little or no cost and are constantly looking for efficient ways to make me money!Their support staff always goes above and beyond from the first step of case work to the last step of paying bonuses.
At Safe Harbor Financial, we are proud to represent over 25 carriers with access to the industry's leading Life Insurance and Annuity products. With our experience and expertise you can feel confident we will keep you up-to-speed with the latest strategies and case design developments so you can provide each of your clients a customized solution to meet their financial needs and goals.
Do you have a client that needs income? Call us to learn about our unparalleled income rider comparison software that illustrates every rider in the industry and ranks them from highest income payout to lowest based on your client's specifics and time horizon.
When you contract with Safe Harbor Financial, you gain unique access to this powerful tool which shows your client how to meet all of their retirement income needs, while positioning additional funds to hedge against future inflation, taxation, and cost of living increases.We do all the case work to save you time to prospect and sell.
When you contract with Safe Harbor Financial, you gain unique access to this powerful tool which shows your client how to meet all of their retirement income needs, while positioning additional funds to hedge against future inflation, taxation, and cost of living increases.We do all the case work to save you time to prospect and sell.
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