Speak With Safe Money Guys

Let's start with what you're trying to accomplish.

You don't need to know which insurance product you need before reaching out. Tell us a little about what you're looking to protect, prepare for or understand, and a licensed professional can help you explore the options available to you.

Start with the financial question you already have — not a predetermined product.
Understand relevant available options and differences before deciding how to proceed.
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What would you like help with?

Choose the option that comes closest. You don't need to know which product you need.

Nice to meet you

What's your first name?

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A little more about you

And your last name?

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Where you live

What state do you live in?

Insurance availability and licensing can vary by state.

Please select your state.
How we can reach you

What's the best email for you?

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One last thing

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This is optional. You can share a question, concern or anything else that would be helpful.

Your information will be handled in accordance with our Privacy Policy.

Prefer to talk now? Call us directly at 877-328-0226.
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What Happens Next

A conversation first. Options second.

Reaching out doesn't mean you need to have the answer already. It gives us a place to start so the conversation can focus on what matters to you.

We start with your question.

The information you share gives a licensed professional context about what you're looking to protect, prepare for or better understand.

We learn what matters to you.

Your conversation focuses on your needs, priorities and relevant details so the discussion isn't built around a predetermined product.

We help make the options clearer.

Where appropriate, we'll help you understand and compare relevant available insurance or retirement income options, including important differences to consider.

You decide what comes next.

Ask questions, consider the information and decide how you'd like to proceed. The decision remains yours.

No need to choose a product before we talk. The purpose of the conversation is to help you understand the choices that may be relevant to your situation.

Reasons You Might Reach Out

Start with the question already on your mind.

You don't need to translate your concern into an insurance product before contacting us. These are some of the financial questions that can start the conversation.

“What happens to my family if something happens to me?”

Explore how life insurance may help provide financial resources for the people who depend on you.

“Could my family keep the home without my income?”

Understand how life insurance can be structured with a mortgage and other household obligations in mind.

“How can I keep final expenses from becoming someone else's burden?”

Learn about coverage commonly selected to provide beneficiaries with resources for funeral costs and other final financial obligations.

“How do I turn what I've saved into income in retirement?”

Discuss how savings, Social Security, pensions and potentially insurance-based income options can fit into a broader retirement income plan.

Have a different question? That's okay. The form above gives you space to tell us what you're trying to understand.

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A Conversation Built Around You

You don't have to figure it all out before reaching out.

Insurance and retirement income decisions can involve unfamiliar terms, different product structures and important tradeoffs. Our role is to help make the information easier to understand so you can decide what makes sense for your situation.

Start the Conversation