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WHERE YOU'RE TREATED LIKE FAMILY

INDEPENDENTLY OWNED & OPERATED SINCE 1986

GET APPOINTED

SureLC™ is the quickest and easiest way to get appointed with our carriers. On average, it takes less than 7 minutes to input the required information. You can stop wasting valuable time by using this automated licensing & contracting tool.

RESOURCES

We are committed to delivering key tools and resources to support the  building of your business. Click on the button below to discover  the innovative technologies, services and software we offer to advisors who

work with us.

CARRIERS

We are proud to represent over 40 carriers with access to the industry’s leading products life 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.

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ABOUT US

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. As a result of our efforts, Safe Harbor Financial has been honored in the financial industry with a host of prestigious awards for excellence in customer service and product awareness.

Does your IMO invest in you?
Our industry leading marketing reimbursement program is generous, to say the least. When we invest in the advisors that partner with us, everybody wins.

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CONTACT US

935 Kings Highway | Suite 300 | West Deptford, NJ 08086

Toll-Free: 800.422.0557 | Fax: 215.564.0155

Eastern Time Office Hours:
Monday - Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 2:00 PM

Saturday-Sunday: Closed

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Summer Hours

Friday 8:30 - 1:00 PM

(Memorial Day Through Labor Day)

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