Focused on YOU
The SAM merger is about more than growth—it's about delivering greater value to the financial professionals we serve.
Unkefer & Associates is an Independent Marketing Organization (IMO) serving Financial Advisors like you in the Annuity and Life space. Since 1994 we have helped transform the businesses of hundreds of financial advisors. We will help you expand your reach, build your brand, and write more business.
Southwest Annuities Marketing (SAM) is an Independent Marketing Organization (IMO) serving financial professionals like you in the Annuity and Life space. Since 1994 we have helped transform the businesses of hundreds of financial professionals. We will help you expand your reach, build your brand, and write more business.
Our marketing team will help you sharpen your saw with branding, media, and image-building strategies. Using traditional and digital assets, we can position you optimally to exceed in your market and grow your book of business.
Joe M.
Indiana
A lot of the IMOs are going to have very similar product lines and very similar compensation levels. The big thing that sets SAM apart in our eyes is the relationships we have been able to build.
No two financial professionals are the same. We have lead generation opportunities to fit every strength, market, and product vertical. We specialize in unique, targeted lead campaigns delivering high-income leads with extraordinary conversion rates.
Brian F.
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If you’re stuck with a client and you need an illustration and the internet's not working, and they will just have that illustration out to you like “Bam!”.
Our professional development plans, coaching programs, and training events will juice your prospecting, presenting, and closing games. Our podcasts and webinars with industry experts will arm you with the latest knowledge. You will go into all your meetings ready to present solutions to your clients.
Lydia L.
NC
Not only is their customer service top-notch, but all the people in their different departments - their contracting people, their financial people, their advanced marketing people, are all there to help you any time you need them.
Once you start working with us, you will experience the real advantages of the relationship: exclusive trips for elite producers, access to proprietary products, custom case design, and professional development materials. These are rewards AND recognition of your success. We want to reward your success and invest in your future.
Kevin B.
Phoenix, AZ
What I like about them is that when I need them they are there. I need a partner. I’m a one-man shop….I’m on the road a lot and you know how it is, when you need something you need it “now.”
Possibly our own MVP, Super Agent Tools is an award-winning, industry-leading product search engine, client management system, and performance measurement platform. SAT gives you instant access to the information you need: your sales activity, your client data, and up-to-date carrier product detail. Already the industry standard, SAT is always evolving and will continue to be the most powerful tool available on the market.
Bryan & Carol
OH
They allow us the freedom to do what we do best - working with our clients.
Our marketing team will help you sharpen your saw with branding, media, and image-building strategies. Using traditional and digital assets we can position you optimally to exceed in your market and grow your book of business.
Joe M.
Indiana
A lot of the IMOs are going to have very similar product lines and very similar compensation levels, the big thing that sets Unkefer apart in our eyes is the relationships we have been able to build.
No two advisors are the same. We have lead generation opportunities to fit every strength, market, and product vertical. We specialize in unique, targeted lead campaigns delivering high-income leads with extraordinary conversion rates.
Brian F.
---
If you’re stuck with a client and you need an illustration and the internet's not working and they will just have that illustration out to you like “Bam!”.
Our professional development plans, coaching programs and training events will juice your prospecting, presenting and closing games. Our podcasts and webinars with industry experts will arm you with the latest knowledge. You will go into all your meetings ready to sell.
Lydia L.
NC
Not only is their customer service top notch, but all the people in their different departments - their contracting people, their financial people, their advanced marketing people, are all there to help you anytime you need them.
Once you start selling with us you will experience the real advantages of the partnership: exclusive Trips for Top Producers, access to proprietary products, custom case design and professional development materials. These are rewards AND incentives. We want to reward your success and invest in its future.
Kevin B.
Phoenix, AZ
What I like about them is that when I need them they are there. I need a partner. I’m a one-man shop….I’m on the road a lot and you know how it is, when you need something you need it “now.”
Possibly our own MVP, Super Agent Tools is an award-winning, industry leading product search engine, client management system and performance measurement platform. SAT gives you instant access to the information you need: your sales activity, your client data and up-to-date carrier product detail. Already the industry standard, SAT is always evolving and will continue to be the most powerful tool available on the market.
Bryan & Carol
OH
They allow us the freedom to do what we do best - working with our clients.
We've got what you need. We're here and ready to work with you on growing your business.
