Safe Harbor Financial

At Safe Harbor Financial, we take pride in being an independently-owned, full-service marketing organization that specializes in annuity and life insurance. With over three decades of experience in the financial industry, we have built a strong reputation for providing the highest standard of professional support to agents across all 50 states.

As a leader in retirement income planning solutions, we understand the importance of delivering innovative technologies and resources to support the growth of our partner advisors. Our team has a deep understanding of the ever-changing financial landscape and has continuously evolved to stay ahead of the curve. This expertise allows us to provide our partners with expert guidance and expertise in annuity and life insurance products.

Our Culture

At Safe Harbor Financial, we believe that our success is directly tied to the success of our partners. We take the time to understand the unique needs of each advisor and provide personalized support to help them achieve their goals. Our administrative team acts as an extension of our partners, handling the back office tasks and freeing up our advisors to focus on what they do best - building relationships and growing their business.

Our Mission

Our mission is to empower our partner advisors to succeed in a rapidly changing financial landscape. By providing them with access to the industry's leading products, tools, and resources, we enable them to deliver exceptional results to their clients. Our commitment to exceptional customer service and product awareness has earned us numerous prestigious awards and recognition in the financial industry.

Technology & Resources

At Safe Harbor Financial, we believe in investing in the success of our partners. That's why we offer a range of innovative technologies and resources designed to streamline their business and enhance their clients' experiences. From annuity rate watches to total rewards programs, we provide our partners with the tools they need to succeed.

Some of the resources we offer include:

• Annuity Rate Watch: A comprehensive database of fixed and fixed-indexed annuity rates and product information, sourced directly from the insurance carriers.
• Indexalyzer: A report that provides historical performance data on fixed-indexed annuities, helping advisors make informed decisions when allocating funds.
• Safe Harbor Weekly Emails: A regular newsletter that delivers the latest news and updates on annuity products, rates, and strategies.
• LUMA Financial Technologies: A partnership with LUMA's superior technology platform, designed to elevate financial services businesses.
• iPipeline's e-SSENTIALS: A comprehensive technology solution that streamlines the complexities of life insurance, promoting best practices and ensuring a seamless experience.

Getting Appointed

At Safe Harbor Financial, we believe in investing in our partner advisors and reaping the rewards together. Our industry-leading marketing reimbursement program is generous, to say the least. When we invest in the advisors that partner with us, everybody wins.