LET’S START WITH WHAT MATTERS MOST TO YOU

What would you most like your career and future to make possible?

Choose everything that feels important to you. Your answers simply help us understand what a meaningful opportunity looks like to you.

Greater Income Potential

Create the opportunity to earn more as my skills, relationships, and business grow.

Greater Control Over My Future

Build a career where my choices, effort, development, and relationships can have a meaningful influence on what I create.

More Flexibility With My Time

Create greater freedom to shape my schedule around the people, responsibilities, and experiences that matter to me.

Work That Makes a Meaningful Difference

Help individuals and families make important decisions that can create greater stability, confidence, and peace of mind.

Professional Growth & Development

Continue developing my knowledge, communication skills, confidence, and ability to serve people well.

Build Something of My Own

Develop a book of business, relationships, and professional future that can continue growing over time.

Become an Exceptional Advisor

Develop the knowledge, skills, systems, and confidence to become someone families genuinely value and trust.

Develop Into Leadership

Grow into mentoring, developing, and helping other advisors become successful.

Build an Organization

Create and lead an organization of advisors while expanding the number of families we can serve.

Create Something That Lasts

Build relationships, a business, and a legacy that can continue creating value well into the future.

I’m Still Discovering What I Want

Explore the possibilities and gain greater clarity about what my next chapter could become.

YOUR CAREER JOURNEY

Where are you in your career right now?

Choose the one that best reflects where you are today. This helps us understand the experience, resources, and next steps that may be most useful to you.

I’m Exploring an Insurance Career

I’m considering becoming a licensed insurance professional and would like to understand the opportunity, what the career can look like, and how to get started.

I’m Newly Licensed or Returning to the Industry

I have an insurance license or previous industry experience and I’m looking for the right environment, support, carrier relationships, training, and direction to move forward.

I’m an Experienced Advisor Ready to Grow

I’m actively working in the industry and want to strengthen my production, expand my capabilities, serve more families, and build a stronger business.

I’m Building or Growing an Organization

I’m developing other advisors or building an organization and want stronger systems, training, leadership development, and infrastructure to support continued growth.

WHAT YOU’RE LOOKING FOR

What would you value most in the right opportunity?

Choose everything that feels important to you. Think about the kind of environment, support, and opportunity that would help you grow and do your best work.

WHAT YOU ALREADY BRING WITH YOU

What strengths or experience would you bring into your career with SAF?

Choose everything that feels like you. Experience comes from many places, and some of the qualities that create an exceptional advisor are developed long before someone enters the insurance industry.

YOUR EXPERIENCE TODAY

Where are you in your insurance career today?

Choose the one that best describes you today. Wherever you’re beginning, this simply helps us understand which path, resources, and next steps may fit you best.

I’m Exploring Insurance as a New Career

I’m deciding on getting the license and I’d like to learn more about the career and what it takes to get started.

I’m Currently Working Toward My Insurance License

I’ve already begun the licensing process and I’m preparing to take my next steps into the industry.

I’m Newly Licensed

I have an active insurance license and I’m ready to begin building my career.

I’m Returning to the Insurance Industry

I have previous insurance experience and I’m exploring the right opportunity to begin working insurance again.

I’m Currently an Active Insurance Agent/Advisor

I’m actively working with clients and would like to explore opportunities to grow my production, capabilities, and business.

I’m Building or Leading an Organization

I currently work with other advisors or agents and I’m interested in growing production, developing people, and building a stronger organization.

My Situation Is a Little Different

I’d like to share more about where I am and explore what the right next step could look like.

YOUR LICENSING TODAY

What insurance licenses do you currently hold?

Choose everything that applies today.

Life Insurance

Accident & Health / Health Insurance

Property & Casualty

Securities License / Registration

Other Professional License or Registration

I’m Currently Working Toward My License

I’m Not Licensed Yet

YOUR INDUSTRY EXPERIENCE

How much insurance or financial services experience do you have?

YOUR BUSINESS TODAY

What does your insurance business look like today?

Choose everything that applies to you. This helps us better understand what you’ve already built and where you may see opportunities to grow.

A LITTLE ABOUT YOU, YOUR FAMILY & LIFE TODAY

What brings you here today?

What inspired you to explore your estate planning now?

Choose everything that feels relevant to you.

I'm ready to put my estate planning in place

I'd like to review or update planning I already have

My family or relationships have changed

I've recently retired or I'm preparing for retirement

I've bought, sold, or made changes involving property

My financial life has grown or changed

I'm helping someone I love with their planning

I simply decided now is the right time to get this taken care of

Something else

Help Us Prepare for a More Meaningful Conversation

Share a few details below so your SAF Advisor can prepare for a more meaningful conversation about your life, your family, what you’ve already put in place, and what you’d like your estate planning to accomplish.

First Name

Last Name

Date of Birth

Sex

Marital / Relationship Status

State of Residence

Email Address

Cell / Mobile Phone Number

Giving your phone number means that you understand and agree that an SAF StabilityAndFamily Program representative may contact you by phone.

PLANNING TOGETHER

Would you like to include someone else who is important to your planning?

If your spouse, partner, family member, or another trusted person is part of your estate planning, you can share a few details below so your SAF Advisor can better understand who you’d like included in the conversation.

Relationship to You

First Name

Last Name

Date of Birth

Sex

Additional Email Address (Optional)

Additional Cell / Mobile Phone Number (Optional)

Giving this phone number means that you, the user, understands and agrees that a SAF StabilityAndFamily Program representative may contact you by phone.

Is there anything about your life, family, planning, or wishes you'd especially like your SAF Advisor to know?

Optional

Sometimes one thoughtful detail can help us better understand what matters most to you.

YOU'VE ALREADY TAKEN A MEANINGFUL STEP

Take a moment and imagine the feeling of knowing the important pieces have been thoughtfully brought together — your wishes are clear, the people you love have direction, and what you've worked to build has a plan around the future you want to create.

By sharing what matters most to you today, you've given your SAF Advisor a thoughtful place to begin.

REQUEST MY ESTATE PLANNING REVIEW

Your SAF Advisor will personally review what you've shared before your conversation so you can begin with greater understanding, clearer direction, and more time focused on what matters most to you.

Helping Families Since 1998

DISCOVER YOUR CAREER FUTURE WITH SAF

LET’S BEGIN WITH THE FUTURE YOU’D LIKE TO CREATE