Technology & Resources
MYGA® Monday
Use this link to view the current rates.
Click here to sign up and receive MYGA Monday® direct to your inbox every week.
Updated and sent by email every Monday morning and also published on our website, MYGA Monday® is your weekly summary of the top multi-year guaranteed annuity rates available today!
Wednesday Income Winners™
Use this link to view the current monthly income payout .
Clich here to sign up to receive by email.
Updated and sent by email on the first Wednesday of each month and also published on our website, Wednesday Income Winners™ is a summary of the carriers that pay the highest guaranteed income in 15 different categories of ages/deferment periods.
Safe Harbor Family Rewards Program
Use this link to sign up for our marketing reimbursement expense program.
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.
Annuity Rate Watch
Use this link to sign in or create an account. FREE ACCESS provided by SHF for appointed producers.
AnnuityRateWatch.com provides MYGA - Fixed and Fixed Indexed Annuity rates and product information in real time. All rate and product information is sourced directly from the insurance carriers.
Safe Harbor Weekly Emails
Use this link to sign up and receive our weekly emails.
Our emails give you the most up to date information on the financial products you can offer through our firm. Use these emails to stay current on the Top MYGA Rates, Top Income Annuity Payouts and Top Performing Index Crediting Strategies, plus a whole lot more.
Become Part of the Digital Revolution That Is Changing the Way People Buy Life Insurance
You've seen their ads on TV or social media. Now you can access the same platform to build your life insurance business at NO COST.
Ethos is transforming the life insurance experience by making it fast, easy, and accessible for everyone. Backed by top-rated carriers, Ethos uses cutting-edge technology to offer coverage in minutes.
Here is just a sample of some of the tools and resources you'll be able to offer your clients when you sign up with Ethos through Safe Harbor Financial!
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Co-branded marketing materials and ready to use email templates.
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Your own agent website. Share it with your clients to quote and submit business in minutes.
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A website QR code to share and market.
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All Ethos policyholders also get access to estate planning tools such as a will, power of attorney, living trust, health care POA, all at NO COST, (a $898 dollar value)!
FREE ACCESS provided by SHF for appointed producers.
Get your FREE Ethos agent web portal by signing up HERE.
Now includes FireLight® E-Application Annuity Sales Platform & The Index Standard®
Use this link to sign in. FREE ACCESS provided by SHF for appointed producers. Not registered? Call us or send a message and request access.
We've partnered with LUMA's superior technology to give you the tools to elevate your financial services business to the next level. LUMA's financial technology platform helps financial advisors evaluate, track and electronically buy annuities, all in one place. Customized to meet your needs.
The Index Standard®
Evidence-Based Index Ratings & Forecasts - Now Integrated in LUMA for FREE Access to SHF producers!
FREE Ratings & Forecast Reports available upon request for SHF appointed producers OR access DIRECTLY via LUMA. (See LUMA above)
The Index Standard helps financial professionals understand today's complex index landscape by providing unbiased analysis and comparisons of indices and products linked to them. Quickly and easily make informed decisions, improve client service, and clear compliance hurdles starting today.
iPipeline’s e-SSENTIALS is a premium technology solution tailored just for you. These comprehensive tools are designed to streamline the complexities of life insurance, simplifying the entire process -- from generating quotes to policy delivery. With e-SSENTIALS, you have access to a suite of solutions that promote best practices, ensuring a seamless life insurance management experience.
FREE ACCESS provided by SHF for appointed producers.
Use this link to access the tools on our dedicated IPipeline e-SSENTIALS page.
VERY IMPORTANT:
FIRST TIME users must select "Create An Account" to get access.
Alyzer™
Use this link to sign up. Only $100/mo. (normally $250) for Safe Harbor Financial agents! Indexalyzer & Reviewalyzer gives you access to historical performance data (now including "Retro-Pricing") on the fixed indexed annuity products you can offer through our firm. Use these indespensable and mission critical tools for pre-sale and point of sale presentations.
Index Capture Rate™ Calculator
Use this link to download a sample illustration and to request a live demo.
Our Index Capture Rate Calculator Will Forever Change The Way You Talk About & Sell Indexed Annuities! It clearly & easily illustrates the power of fixed index annuity downside protection like you've never seen before!
Federation of Americans For Consumer Choice
The Voice for Independent Distribution
Use this link to go to FACC's website to learn more.
The Federation of Americans for Consumer Choice (FACC) serves as the voice for independent distribution of life insurance, long-term care insurance and annuities, dedicated to the preservation of consumer access to products and professional advice Americans need to live securely and retire with confidence.
National Association For Fixed Annuities
Use this link to go to NAFA's website to learn more.
The National Association for Fixed Annuities, or NAFA, is a national trade association exclusively dedicated to promoting the awareness and understanding of fixed annuities. NAFA is the only association whose sole purpose is to advocate for fixed annuities and educate the public, as well as regulators and legislators, about the benefits fixed annuities have for those in or planning for retirement.